LivePlan
By LivePlan
LivePlan builds profit, balance sheet and cash flow forecasts for a single small business, with up to 10 forecast scenarios and budget versus actual dashboards. Plans cost $15 to $30 a month on annual billing and include five contributors, so it suits an owner or a small finance team rather than a multi-entity group.
- From
- $15 a month
- Free plan
- No
- Free trial
- No
Pricing
Taken from the vendor's pricing page.
| Plan | Price | Charged | Notes |
|---|---|---|---|
| Standard | $15 a month | per plan, billed annually | $20 a month when not billed annually. The page does not name the currency; it shows a dollar sign. 1 active company and 5 contributors |
| Premium | $30 a month | per plan, billed annually | $40 a month when not billed annually. Adds deeper research, scenarios and financial analysis per the page tagline |
| LivePlan Expert (add-on) | $30 a month | add-on | 30-minute one-on-one video meetings; not a standalone plan |
Costs not in the plan price
- Only one company can be active at a time, so a bookkeeper or advisor with several clients has to switch between them.
Categories it qualifies for
Facts we checked
- Both plans include one active company at a time and five contributors, with unlimited guests. Source
- The pricing page lists up to 10 full forecast scenarios and CSV export of forecasts to Excel or Google Sheets. Source
- All subscriptions come with a 35-day money-back guarantee, and the page says there are no contracts. Source
- The page lists QuickBooks Online and Xero connections as Premium features. Source
Contract terms
- Annual contract required
- No
- Minimum seats
- None stated
- Renews automatically
- Not stated
- Cancellation
- The page says there are no contracts and offers a 35-day money-back guarantee. It does not say how to cancel or whether plans renew automatically.
- Data export
- Forecasts export as CSV for Excel or Google Sheets.
Taken from the vendor's terms.
Reviews
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Who pays us
LivePlan does not pay us anything.