The LivePlan Tour
LivePlan works for any type of business, at any stage in its development. Take our tour to see how LivePlan’s guided, step–by–step process takes the stress out of starting your business.
1 The first thing you’ll do in LivePlan is set up your business.
Getting started in LivePlan is easy. We’ll ask for a few, simple details about your business. Select a goal and LivePlan will recommend a starting point to position you for success.
2 After you’re done setting up your business, you can get started on your business strategy.
The LivePlan Pitch is a one–page summary of your business that defines your strategy. It’s a fast, simple, and more effective way to document your business idea. LivePlan lets you publish your pitch on the web and export to PowerPoint so you can share it on Facebook, Twitter, LinkedIn, or even with old fashioned email.
3 Your pitch is a great way to summarize your business strategy.
Your pitch is a great way to summarize your business strategy
4 When you’re done creating your pitch, you can move on to creating your full business plan.
LivePlan breaks the business planning process down into simple steps with instructions and examples. Your plan starts with the traditional structure of chapters and sections, but it’s fully customizable. Add or remove chapters and sections as you see fit.
5 The last part of building your plan is creating a budget and forecast. Don’t worry—LivePlan makes it easy.
No math or complex spreadsheets needed. Enter the sales you think you can make along with your anticipated expenses, and LivePlan automatically creates your financial statements. If you’re not sure what number to put in, make an educated guess and LivePlan will help you see if your plan is reasonable.
6 Check your numbers against the competition to see how they stack up.
With Benchmarks, you can use real data from businesses across the country to see your plan is realistic. Compare by region and size to get the most accurate data possible. LivePlan helps you create budgets and forecasts that make sense.
7 Keep your business growing and healthy with the LivePlan Dashboard.
Connect LivePlan to QuickBooks, Xero, or enter your accounting info manually to track your progress against your plan. See instantly, if you’re meeting your sales goals and staying on budget. It’s the best way to grow your business and keep it healthy.
Ready to start your plan?
Try LivePlan risk–free for 60 days. If you’re not totally satisfied, get a 100% hassle–free refund.
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Investor-Ready Business Plans
One of our happy customers summed our offering up right: “LivePlan is like hiring an expert consultant combined with a professional designer coupled with a financial wizard.” Here’s the guarantee: your plan’s financial tables and charts will be error-free and your final plan will look polished, customized to your needs, and ready to impress investors, business partners, banks and SBA-lenders.
Modern, Intuitive Interface
We’ve learned a few things over our 15-year history designing the #1-selling, business-planning software for small businesses. With LivePlan, we’ve taken all of the friction out of the equation allowing you to move seamlessly and intuitively from section to section, allowing your ideas to come to the forefront. Plus, there are helpful videos and examples every step of the way.
Tracks Day-to-Day Performance
LivePlan’s Dashboard feature is a visually-and-information rich business dashboard that keeps your finger on the pulse of the health of your business, highlighting the most crucial information you need to track in your business. It syncs in real-time with QuickBooks and Xero accounting software, making Excel and cumbersome reports a thing of the past. Know exactly how your business is doing and create impressive progress reports in minutes when you use LivePlan.
500+ Sample Plans Included
Get inspired and keep writer’s block at bay with our included gallery of over 500 example business plans spanning all major industries. With LivePlan, you can save hundreds of hours using our sample plans as a starting point for your own plan, customizing for your business as you go.
Compare your Business to your Competition
With LivePlan, you can compare your plan (and your actual performance) to real businesses just like yours. This ensures that you have an accurate and realistic plan when you are building your budgets, and helps you stay on track once you are up and running.
Everything below is included
No hassling with formulas. Financial tables, charts, and reports automatically calculated
Step by Step Instruction
Fill-in-the-blank simplicity walks you through entire process beginning to end
500+ Sample Plans
500+ sample business plans covering all industries to defeat writer’s block
Expert video tutorials and definition of key terms from renowned business plan expert
Produces lender-approved, professional, visually impressive documents
Build an infographic executive summary for quick pitching
Visual dashboards for real-time tracking against budgets and sales goals
QuickBooks & Xero Integration
Real-time syncing with your accounting software for at-a-glance reports
Access Anywhere, Anytime
Update your plan and track your business health from anywhere with internet
Choose from 10 different eye-catching, professional themes when you print your plan or download to PDF
Export Your Plan
Export your business plan at anytime to Word or PDF format. Your pitch can be exported to PowerPoint for beautiful slideshow presentation
Collaborate easily across your team. Share plans securely with partners and investors
Create as many business plans as you need (one plan active at a time or upgrade to add more active plans)
Find out how your company is doing compared to others in like industry, size, or locale
Create milestones for the key events in your plan and start tracking your progress
We’re cloud-based so PCs, Macs, and tablets are all welcome
Expert Toll-Free Support
Phone, email, and chat support
Secure & Confidential
Your business data is complete locked down and safe. Guaranteed
Some of our fans
Writing a business plan can be an overwhelming task, especially when it comes to formatting and layout. LivePlan has made it easy to focus on putting your business ideas and goals on paper instead of fussing with all the other pesky stuff.
Founder of LuckyDog Day & Night Care and the Downtown Hound
LivePlan has reinvented business planning. It’s the only tool that helps entrepreneurs track their progress with a unique dashboard specifically designed for small business.
Author, speaker, marketing consultant
I really liked how LivePlan forced me to think through key parts of my business, like my competition, market research, and calculating my margins. We’ve only been in business for 6 months, and we’ve already exceeded our sales projections by about 100%.
Dr. Robert Keefer
CEO and founder of Now Hear This
LivePlan is an excellent business planning solution.Top Ten Reviews Gold Award
The User Favorite Awards are the most coveted of accounting technology accolades as they are unbiased and decided by the users themselves.Accountex User Favorite Award for Business Intelligence
LivePlan has taken a step-by-step approach to make the process of creating financial records and projections as simplistic as possible.NewBusiness
LivePlan helps entrepreneurs and small businesses organize relevant strategy and projection information more concisely.ZD Net
LivePlan delivers what it promises, which is an expert walk-through to help you create and keep to a business plan of which you can be proud.PC Magazine
LivePlan is laser-focused on helping you start and manage a business plan as your business grows. An essential tool for launching a startup.Inc Magazine
We’re Here to Help
Call 1-888-498-6136 or start a live chat.
Our office is open from 8:00am to 5:00pm Pacific Time, Monday to Friday.
Our expert Customer Advocacy team is standing by.