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  1. Home
  2. Project Management & Operations
  3. LivePlan – AI-Powered Business Planning & Financial Forecasting
LivePlan – AI-Powered Business Planning & Financial Forecasting
LivePlan – AI-Powered Business Planning & Financial Forecasting
LivePlan – AI-Powered Business Planning & Financial Forecasting

LivePlan – AI-Powered Business Planning & Financial Forecasting

Categories:
Business & Automation, Productivity, Project Management & Operations
Tags:
AI, Business Planning, Cash Flow Management, Collaboration Tools, Financial Forecasting, Investor Pitch

LivePlan is an AI-driven business planning and performance tracking tool designed to help startups, SMEs, and enterprises create professional business plans, forecast financials, and monitor performance. Its intuitive interface guides users through step-by-step planning, making it accessible even without financial expertise. With AI assistance, users can craft investor-ready pitch decks, simulate financial scenarios, and compare results with industry benchmarks. LivePlan streamlines planning, improves decision-making, and supports growth strategies. Ideal for entrepreneurs, accountants, and business managers looking to save time and create accurate, professional plans.

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  • Description
  • Use Case
Description

LivePlan enables businesses to develop comprehensive business plans, generate financial forecasts, and track performance efficiently. Its AI-powered assistant helps users write professional content, create one-page pitches, and simulate multiple financial scenarios. Integrations with QuickBooks and Xero allow real-time performance tracking, while built-in templates guide planning for over 1,000 industries. LivePlan is ideal for startups launching products, small businesses managing cash flow, and enterprises presenting professional reports to investors.

Key Features:

  • AI-powered business plan creation and pitch deck generation

  • Step-by-step financial forecasting with revenue, expense, and cash flow projections

  • Performance tracking with dashboards, KPIs, and industry benchmarks

  • Integration with QuickBooks and Xero for real-time data

  • 550+ sample business plan templates for multiple industries

  • Collaborative features for team access, permissions, and plan sharing

Industries:

  • Startups & Small Businesses

  • SaaS & Technology Companies

  • Retail & E-commerce

  • Food & Beverage (Restaurants, Cafés)

  • Professional Services & Consulting

  • Finance & Accounting

  • Nonprofits & Social Enterprises

Use Case
LivePlan supports business planning, financial forecasting, and performance monitoring across multiple sectors. For example, a software company launching a subscription-based SaaS product can craft a detailed business plan outlining vision, target market, and competition. It can project subscription revenue, estimate expenses, forecast cash flow, and generate investor-ready pitch decks. Teams can track actual performance against forecasts using the Financial Dashboard and industry benchmarks, compare multiple financial scenarios, and optimize strategy. LivePlan’s AI Assistant helps refine plan content, polish text, and prevent writer’s block. Collaboration tools allow accountants, advisors, and team members to review and edit plans. Overall, LivePlan reduces planning complexity, increases accuracy, and supports informed decision-making.

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