Forecasting and Business Planning Software

Smart Business Planning Software

LivePlan business planning software is trusted by hundreds of SBDC, WBC, and VBOC consultants nationwide. This online platform combines business planning tools with accounting integration to help you create detailed forecasts and compare budgets against actual performance. SBDC clients receive special discounts on six or twelve-month subscriptions.

LivePlan 6 Month Discount
LivePlan 12 Month Discount

Turn Business Ideas into Clear Plans with Guided Tools & Easy Forecasting

Watch this quick video and learn how LivePlan helps you manage all of your plans and projections in one place. This special offer is in partnership with Popstart, financial literacy trainers.

Shape Your Vision into a Solid Plan

Transform your business idea into a professional, fundable plan with AI assistance. Access plan examples, structure your strategy, and create financial projections without spreadsheet expertise.

Build Your Financial Roadmap

Create comprehensive financial projections with confidence. Develop cashflow statements, sales forecasts, and business scenarios using AI guidance. Set achievable budgets with QuickBooks or Xero integration.

AI-Powered Planning with Performance Tracking

Create a winning business plan with AI-powered guidance, then automatically sync with QuickBooks Online or Xero to track your progress against forecasts in real-time. Ditch the 'hope and pray' approach and turn insights into growth with performance tracking. Compare projections against results, identify opportunities, and make data-driven decisions.

LivePlan Feature Chart

  • Step-By-Step Instructions

  • Lender-Ready Statements

  • Full Financial Forecast

  • One-Page Pitch Builder

  • 550+ Sample Plans

  • Live Onboarding Session

  • Help Me Write

  • Professional Business Plan

  • Financial Analysis

  • AI Powered

  • Industry Research

  • "What if" Scenarios

  • Performance Dashboards

  • Real-Time Profit & Cash Forecasting

  • Export to Excel

  • Connect to QuickBooks Online and Xero

Access Exclusive LivePlan Offers for SBDC Members

Start planning and managing your business with exclusive introductory pricing to LivePlan.

LivePlan 6 Month Discount
LivePlan 12 Month Discount