Forecasting & planning
LivePlan
Budgeting and forecasting tool for small businesses
For Accounting firms Advisory and CFO services Small business clients
Straight answers
- What is LivePlan?
-
LivePlan is forecasting and planning software for accounting firms and their clients. Budgeting, forecasting and financial dashboards that help small businesses grow. It integrates with Xero. Pricing: US$15/month when paid annually (as at September 2026).
- Who is it for?
-
LivePlan is for accounting firms and their clients, and the vendor names small business owners, accountants.
- What does it cost?
-
Pricing: US$15 /month when paid annually (as at September 2026).
- What's the catch?
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LivePlan has not claimed this listing, so the description is The Firm's compilation from the vendor's own site rather than the vendor's words.
Overview
LivePlan is a budgeting and forecasting tool that helps small businesses create financial plans based on real-time data from Xero. It allows users to build forecasts, budgets, and reports quickly and efficiently.
The integration with Xero enables users to track actual results against forecasts, providing insights into business performance and growth opportunities. LivePlan is designed for small business owners, accountants, and advisors.
Compiled by The Firm from the vendor's website and app-store listing, checked 4 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.
The facts
Compiled from the vendor's own site, dated- Category
- Forecasting & planning
- Pricing model
- Subscription
- Price
- US$15 /month when paid annually (as at September 2026)
- Works with
- Xero
- Available in
- Sold everywhere; no region stated
- Who runs it
- Small business owners, Accountants
- Xero App Store
- Listed
- Listing
- Compiled by The Firm from the vendor's own site
- Last checked
- 4 Sep 2026
LivePlan pricing
Pricing: US$15/month when paid annually (as at September 2026).Plans as published by the vendor, checked 4 Sep 2026
| Plan | Price | Unit | Notes |
|---|---|---|---|
| Standard | US$15 | per month | Paid annually Save 25% |
| Premium | US$30 | per month | Paid annually Save 25% |
Prices as published by the vendor. A converted figure is an approximation; the vendor bills in its own currency. See the vendor's own price page (opens in a new tab)
What it does
From the vendor's own site- Create budgets and forecasts
- Real-time data sync
- Visual financial reports
- Performance tracking
- Scenario planning
LivePlan integrations
1 integration mappedWho implements LivePlan
Implement LivePlan for accounting firms? List your practice free.
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LivePlan, answered
The questions firms search for before they trial it- What is LivePlan?
- LivePlan is forecasting and planning software for accounting firms and their clients. Budgeting, forecasting and financial dashboards that help small businesses grow. It integrates with Xero. Pricing: US$15/month when paid annually (as at September 2026).
- Does LivePlan integrate with Xero?
- Yes. LivePlan lists Xero as an integration. The Firm's directory can be filtered by Xero to see the other tools that plug into the same stack.
- What does LivePlan cost?
- LivePlan publishes 2 plans (checked 3 September 2026). Standard: US$15 per month; Premium: US$30 per month. Prices are as published by the vendor; current plans and limits are on the vendor's pricing page.
- Who is LivePlan for?
- LivePlan is built for Small business owners, Accountants. It is forecasting and planning software, listed on The Firm's practice shelf.
- Is LivePlan on the Xero App Store?
- Yes. LivePlan has a listing on the Xero App Store, which is one of the sources this fact sheet was compiled from. Xero is among the integrations LivePlan lists.
- Are there reviews of LivePlan?
- LivePlan's Xero App Store listing carries reviews from Xero users. Reviews on The Firm are written by account holders under their own name and firm and checked before publication, and a rating publishes once five firms have reviewed a tool. The listing itself is a fact sheet, not a verdict.
- Who maintains this LivePlan listing?
- The Firm compiled this listing from the vendor's own website and app-store listing (checked 3 September 2026); LivePlan has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
- How does a firm choose between forecasting and planning tools?
- The Firm's guide to choosing forecasting and planning software, on the Forecasting & planning category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every forecasting and planning tool; listing is not a ranking.
- Is there a free trial? Vendor
- LivePlan does not offer a free trial at the moment. A subscription does come with a 35-day money-back guarantee.
- What is the cancellation/refund policy? Vendor
- If LivePlan does not work for a customer, they can contact support within the first 35 days for a full refund. After 35 days, customers can cancel their subscription to avoid future charges.
- What type of support is available? Vendor
- LivePlan offers chat and email support, as well as a live onboarding session with their customer advocacy team. Support is available Monday through Friday, 9 am PST to 4 pm PST.
- Where is the data hosted? Vendor
- LivePlan uses Amazon AWS for their data centers, which are regularly audited for security compliance.
- How is data secured? Vendor
- LivePlan protects data using encryption, HTTPS, and other technologies. All account passwords are hashed, and data is backed up daily.
- How long does onboarding take? Vendor
- LivePlan provides a live onboarding session to help new users get started, covering topics like creating forecasts and integrating accounting data.
- What are the alternatives to LivePlan?
- Other forecasting and planning tools in The Firm's directory include budgee, Calxa, Kudwa and Nume. Listing is not a ranking: each profile states what the tool does, what it integrates with and how it charges, and up to four can be compared side by side.
Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on LivePlan's own site, checked 4 Sep 2026. Tell us an answer is wrong
What changed on this listing
Every edit, dated, with who made it- Sept 2026 faq updated. Checked by The Firm
- Sept 2026 pricing model set to subscription; plans published. Checked by The Firm
Is this your product?
This listing was compiled from the vendor's own website and app-store copy. Claiming it is free: write your own description, list your features and integrations, add screenshots and pricing, reply to reviews, and get a monthly note on who is clicking through.
Alternatives to LivePlan
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