LivePlan | What-if Scenarios, Forecasting, Budgeting, Financial Insights

Explore LivePlan today with a free 14-day trial and onboarding session.


When you join LivePlan, you are joining over 1 million business owners who have used LivePlan for business planning and better business management.


It is our mission to help entrepreneurs and business owners like you succeed in business.


LivePlan was built for business owners, managers, CFOs and finance teams across any industry . We are also loved by business professors and advisors and consultants who work with students and clients to provide business advisory services.

LivePlan integrates your QuickBooks data and turns it into actionable business insights, visual performance reports, and powerful cash flow forecasts. Project profit and cash for up to 5 years, explore what-if scenarios, and manage your business confidently. No complex spreadsheets needed – just automatic calculations and stunning dashboards.


New feature – Monthly Review: Use AI to analyze your QuickBooks data and generate a custom monthly financial analysis report. Understand where actuals strayed from your forecast, drivers behind these changes, and suggested next steps.