LivePlan is an AI-powered business planning and forecasting tool that helps entrepreneurs and small business owners create professional business plans, financial forecasts, and performance dashboards. Its AI features include guided plan writing, financial model templates, and performance benchmarking against industry peers.
Category
Finance
Subcategory
Financial Planning
Free Tier
Not available yet
Paid Plans
~$20/month for standard; ~$40/month for premium with AI features
API Cost
Not available yet
Web App
LivePlan Trust & Security Report
Certifications, AI-training posture, and security controls, with sourced proof.
●GDPR Compliance●PCI DSS (SAQ A self-assessment)
Verified against LivePlan's own trust and security pages. See the full report for sourced proof →
Region
Multiple locations (Amazon AWS); EU data subject to GDPR compliance and Data Privacy Framework certification
Trains on Data
No
Self-hostable
No
Entrepreneurs creating business plans for bank loans or investorsStartups building financial projections and cash flow forecastsSmall businesses tracking actual vs. planned performance monthlySBA loan applications requiring a formal business planRestaurant and retail owners planning new business openings
// MORE IN FINANCIAL PLANNING
FinanceFinancial PlanningVerified
#robo-advisor#investing
FinanceFinancial PlanningVerified
#robo-advisor#automated investing
FinanceFinancial PlanningVerified
#corporate card#expense management
