Trying to open a new business is very time-consuming, and since I was running another business while I was trying to set up Tailored, I didn't have a lot of time.
Brian Sung
Owner & Founder, Tailored Coffee
Simple Planning.
Smarter Decisions.
Transform your business vision into a roadmap for success - whether you're starting up or scaling up.
Create a plan
Trusted by 1 million+ entrepreneurs
With the right tools and a little guidance, you can achieve almost any business goal
LivePlan Assistant
AI that actually knows business planning
Generic AI tools give generic answers. LivePlan's AI is different. It's trained on thousands of successful business plans and 30+ years of planning expertise. It asks the right questions, spots potential issues, and helps you think through the details that investors actually care about.
Automatic Financials
Skip the spreadsheets, get complete financials
LivePlan asks you simple questions and turns your business idea into the profit & loss, cash flow, and balance sheet that banks and investors expect. No complex formulas or finance degree required. You've got the vision—we'll handle the scary spreadsheets.
SBA Approved Formatting
Documents ready in minutes
Need a pitch deck? Bank loan package? Board report? LivePlan creates them all with professional formatting. Spend your time on strategy, not wrestling with Word documents. Create professional reports for stakeholders in minutes, not hours.
Cash Flow Forecasting
See your cash future before problems hit
Know exactly where your money is going and when. LivePlan shows your cash position today and predicts what's coming. Will you make payroll next month? Can you afford that new hire? Spot problems before they hit, plan for seasonal changes, and make spending decisions with confidence.
Real Industry Data
Explore 550+ example plans and real industry data
Browse real business plans from companies like yours. See industry benchmarks, compare your numbers, and understand what investors look for. See what worked, understand investor expectations, and benchmark your numbers against actual data. Why start from scratch when you can start from success?
Integrations & Dashboards
One platform that grows with your business
- Start: Create your fundable business plan
- Connect: Link QuickBooks or Xero for automatic updates
- Track: Monitor performance with real-time dashboards
- Scale: Generate investor updates and reports instantly
Never switch tools as you grow.
LivePlan has helped over 1 million business owners build better businesses
It's proven, companies that plan and track against their plan grow 30% faster than those that don't. No matter your industry, location, or size — LivePlan helps you get your business off the ground and grow
Read Customer Stories
It wasn't my intention to be an entrepreneur or a business person. My intention was to work with dogs. I kind of had to learn the rest of it in order to do what I wanted to do.
Joanna Stanford
Founder, Trots Dogs
Entrepreneurs & business owners love LivePlan
“I learned more about running my small business from a week of focused work in [LivePlan] than I have from any other single source. It has fundamentally changed the way I view my business ventures.”
Matthew H
Capterra Review
“Using LivePlan is easy and there is so much assistance available. There are examples, templates, and videos explaining what to write. [...]. It does the math for you. It creates graphs and charts. It is amazing.”
Shawnnell B
G2 Review
“LivePlan was a great help to design, work out, plan and strategically organize and think about all the ideas that go into developing a new project and business plan [...] Think about it like a coach guiding you through the process.”
Alvaro F
Shopper Approved Review
“I've been using LivePlan with Xero for a few months now and love it. It's given me visibility about how we're doing against Forecast like I've never had before...”
Rob Mackley
Xero App Store Review
“Before LivePlan, my team and I had no idea where or how to start [...] It helped us focus on and build every single area of our business strategy and recognize that some aspects of the company needed to be adjusted before we could launch.”
Ifeanyi K
Capterra Review
“LivePlan has eased my business planning processes and have provided me with easy access to credit from both banks and investors alike.”
Bashir T
Shopper Approved Review
“All businesses require solutions and tools [...] for control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated.”
Maggie L
Trust Radius Review
“I didn't have a business plan and using LivePlan helped give me an easy tool to build a strong business plan for myself and clients. My clients have gone on to enhance their plans and grow their businesses.”
Gabriella B
G2 Review
“LivePlan made us feel confident and secure in our numbers and gave us a clear view of our past, present and future!”
Angela A
Capterra Review
“LivePlan provides the balance between stating your vision, the framework to support it, and the numbers.”
Mike R
Shopper Approved Review
“I learned more about running my small business from a week of focused work in [LivePlan] than I have from any other single source. It has fundamentally changed the way I view my business ventures.”
Matthew H
Capterra Review
“Using LivePlan is easy and there is so much assistance available. There are examples, templates, and videos explaining what to write. [...]. It does the math for you. It creates graphs and charts. It is amazing.”
Shawnnell B
G2 Review
“LivePlan was a great help to design, work out, plan and strategically organize and think about all the ideas that go into developing a new project and business plan [...] Think about it like a coach guiding you through the process.”
Alvaro F
Shopper Approved Review
“I've been using LivePlan with Xero for a few months now and love it. It's given me visibility about how we're doing against Forecast like I've never had before...”
Rob Mackley
Xero App Store Review
“Before LivePlan, my team and I had no idea where or how to start [...] It helped us focus on and build every single area of our business strategy and recognize that some aspects of the company needed to be adjusted before we could launch.”
Ifeanyi K
Capterra Review
“LivePlan has eased my business planning processes and have provided me with easy access to credit from both banks and investors alike.”
Bashir T
Shopper Approved Review
“All businesses require solutions and tools [...] for control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated.”
Maggie L
Trust Radius Review
“I didn't have a business plan and using LivePlan helped give me an easy tool to build a strong business plan for myself and clients. My clients have gone on to enhance their plans and grow their businesses.”
Gabriella B
G2 Review
“LivePlan made us feel confident and secure in our numbers and gave us a clear view of our past, present and future!”
Angela A
Capterra Review
“LivePlan provides the balance between stating your vision, the framework to support it, and the numbers.”
Mike R
Shopper Approved Review
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