What is LivePlan?
LivePlan is business-planning software that combines a guided plan builder, financial forecasting tools, and a pitch/one-page builder with an AI-powered Assistant purpose-built for business planning rather than a general chatbot bolted on top. Its "Help Me Write" feature drafts content for each section of a plan using details the user has already entered — their business type, notes, and previously written sections — rather than producing a generic template, and "Rewrite" adjusts tone, grammar, and clarity.
A "Suggested Forecast Categories" feature applies the same AI approach to financial forecasting. LivePlan argues general chatbots like ChatGPT can't build interconnected financial models or guide users through the methodology lenders and investors expect, positioning itself as a more business-specific alternative for founders who need lender- or investor-ready plans.
Key features
- "Help Me Write" drafts each plan section using your specific business details
- "Rewrite" AI feature adjusts tone, grammar, and clarity of written sections
- AI-suggested forecast categories tailored to your business type
- Interconnected financial forecasting that stays consistent with the written plan
- 550+ industry-specific sample business plans to beat writer's block
- One-page pitch builder alongside the full business plan document
How to get started
- Choose your business type and start a new plan in LivePlan
- Use "Help Me Write" to draft each section based on your inputs
- Refine writing with "Rewrite" for tone, grammar, and clarity
- Build your financial forecast using AI-suggested categories
- Export your finished plan or one-page pitch for lenders/investors
LivePlan pricing
LivePlan Standard costs $20/month, or $15/month billed annually, and includes the AI writing assistant, sample plans, and step-by-step guidance. Premium/Expert costs $40/month (or $30/month annually) and adds deeper research, scenario planning, and financial analysis tools.
All plans include a 35-day money-back guarantee.
| Plan | Price | Best for |
|---|---|---|
| Standard | $20/mo ($15/mo billed annually) | AI writing assistant, sample plans, plan + pitch builder |
| Premium/Expert | $40/mo ($30/mo billed annually) | Everything in Standard, plus deeper research, scenarios, financial analysis |
Our take: Distinctive for grounding its AI writing assistant in interconnected financial forecasting and lender/investor-tested methodology, rather than producing generic AI-written business-plan text disconnected from the numbers.
Prices verified 2026-09. Plans change often — confirm on the official site above before you buy.
Use cases
- Founders preparing a business plan for a bank loan or investor pitch
- Small business owners building financial forecasts alongside their plan
- Consultants creating multiple client business plans efficiently
- Entrepreneurs who want industry-specific guidance rather than a blank template
LivePlan vs. alternatives
| Tool | How it compares |
|---|---|
| LivePlan | Business-plan writing and financial-forecasting software with an AI assistant that drafts and rewrites each section of your plan. |
| Upmetrics | Upmetrics offers similar AI-assisted business plan writing with a different forecasting-tool layout. |
| PlanPros | PlanPros is a newer, lower-cost AI business-plan generator without LivePlan's decades of sample-plan library. |
| Notion AI | Notion AI can help draft general documents but has no purpose-built financial forecasting or plan methodology. |
FAQ
Is LivePlan free to use?
LivePlan's plans: Standard $20/mo ($15/mo annual); Premium/Expert $40/mo ($30/mo annual). Pricing and free-tier limits change over time, so check the official site above for the latest details.
What is LivePlan used for?
Business-plan writing and financial-forecasting software with an AI assistant that drafts and rewrites each section of your plan.
Who is LivePlan best for?
LivePlan is a good fit for founders preparing a business plan for a bank loan or investor pitch, or small business owners building financial forecasts alongside their plan.
What are the alternatives to LivePlan?
Commonly compared alternatives include Upmetrics, PlanPros, and Notion AI, see the comparison above for how they differ.
How much does LivePlan cost?
LivePlan Standard costs $20/month (or $15/month billed annually), and Premium/Expert costs $40/month (or $30/month annually); both include the AI-powered writing assistant and a 35-day money-back guarantee.
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Last updated: 2026-09 · Reviewed by AIKetra editors · How we evaluate tools · Embed a Featured badge