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LivePlan
Business planning, forecasting and dashboard software with an Accountants & CPAs program, connecting client QuickBooks or Xero files to AI-built plans.
| What the AI does | AI writing assistance and an AI forecast builder (LivePlan's AI trained for business planning); AI-guided Idea Canvas and Plan Review |
|---|---|
| Who it serves | Small CPA firms, Bookkeeping practices, CAS practices |
| Starting price | $20/mo (Standard, business plan; $15 on annual billing); Premium $40/mo; accountant pricing by request |
| Pricing model | Per month flat; accountant pricing by request |
| Free trial | No |
| Best fit | Solo practitioner, Small firm |
| Category | Advisory, Forecasting & Cash-Flow Reporting |
| Works with | QuickBooks Online, Xero |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
LivePlan is listed as a fit for solo practitioners and small firms, and the vendor names small CPA firms, bookkeeping practices and CAS practices on its own site. The job it gets hired for: turning client books into reports, forecasts and advice the firm can charge for.
What it costs
LivePlan starts at $20/mo (Standard, business plan; $15 on annual billing); Premium $40/mo; accountant pricing by request, per month flat; accountant pricing by request.
Good to know
LivePlan is the business-planning and forecasting tool with an Accountants & CPAs program for advisory work: connect a client's QuickBooks Online or Xero file, see three years of performance against the plan, build forecasts and cash scenarios, and let LivePlan's AI — trained for business planning — draft plan text and build the forecast. Business pricing is Standard $20/mo ($15 paid annually) and Premium $40/mo ($30 annually) with a 35-day money-back guarantee instead of a trial; accountant pricing is by request through the accountants page, which also lists a partner directory.
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