LivePlan is the most-used business planning software for SMBs — guided plan templates, financial forecasting, and ongoing performance tracking.
LivePlan helps small business owners write investor-ready business plans, build 3-year financial forecasts without spreadsheets, and benchmark performance against actuals from QuickBooks or Xero. It's the standard tool inside SBDCs and entrepreneurship programs.
Aggregated from verified user reviews on G2, Capterra, Trustpilot, and GetApp. Refreshed quarterly.
"Wrote my SBA-loan-ready business plan in a weekend with LivePlan. The financial forecasting templates saved me from building Excel from scratch."
"QuickBooks sync for actual-vs-forecast is the underrated feature. I use it monthly to track against my plan."
"Great for planning, not a substitute for real FP&A software once you're past Series A."
Start a free trial and see if LivePlan fits your workflow. No credit card required for most plans.
If you need an investor-grade business plan or a real forecast without building Excel models, yes. For ongoing FP&A, look at Cube or Mosaic instead.
Answer 10 questions about your ERP, team size, and processes. We'll match you with the right vendors and send a tailored shortlist.