LivePlan AI features and pricing (September 2026)

LivePlan by Palo Alto Software is planning software for small businesses and startups. It covers business plans, financial forecasts, budgets and plan-versus-actual tracking with QuickBooks or Xero data, and adds AI for forecasts, analysis and reports.

LivePlan includes a business plan builder, connected income statement, cash flow and balance sheet forecasts with scenarios, budgeting, an idea canvas, market research from more than 50 sources and a pitch deck creator that syncs with plan data. Plan vs. Actual compares real numbers from QuickBooks or Xero with the forecast. Users are small business owners and founders as well as advisers such as consultants, lenders and accountants. Two plans are listed publicly, Standard and Premium.

• Builds the forecast in a conversationIn the Premium plan, the AI Forecast Builder guides owners through their forecast in a chat and gives advice for each item such as revenue, staff costs or loans. Owners without a finance background get a structured forecast without starting from an empty spreadsheet.
• Analyzes the numbers with one clickAutomatic Financial Analysis reviews the plan and actual figures and summarizes key insights. Small business owners see where margins, cash or costs deviate without hiring a controller for a monthly review.
• Writes board and bank reportsAutomated Board Reports in the Premium plan generate monthly and annual financial reports with AI-driven commentary. This saves time when owners report to investors, lenders or a board and need consistent figures each month.
• Drafts business plan sectionsThe Help me Write assistant suggests text for each section of the business plan, and Rewrite & Refine revises drafts. According to the pricing page, both are included in both plans. Founders prepare loan or investor documents faster.

• Publishes all prices: $15 or $30 per month with annual billing, plus a 35-day money-back guarantee.
• Connects plan vs. actual tracking directly to QuickBooks and Xero.
• Built for owners and advisers of small businesses rather than FP&A departments.

LivePlan fits small businesses that use QuickBooks or Xero and need a plan for a bank, investors or internal budgeting. The AI Forecast Builder and board reports require Premium. There is no free trial, but a 35-day money-back guarantee. Check where plan data is stored and review the security policy if you share financial data from your accounting system.

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