G2 Vendor Directory
49

Reviews

4.3

Star rating

#1

Rank in Business Plan

Pros and cons

Pros

    Cons

      Traffic & LLM citations

      Monthly G2.com page views and citations by AI answer engines for LivePlan.

      Page views and citations · LivePlan

      Source: G2 review data

      Losing to

      Based on reviewers of other products who said they switched from LivePlan.

      Key stats

      +83.3%

      58

      Small Business

      4

      Adoption by company size

      SegmentShare of reviews
      Small Business87.2%
      Mid-Market6.4%
      Enterprise6.4%

      Quarterly history

      QuarterReviewsStar rating
      2026 Q264.8
      2026 Q3114.5

      Satisfaction ratings

      Ease of Use8.8
      Ease of Setup9.4
      Quality of Support8.6
      Meets Requirements8.3

      What reviewers say

      User-Friendly, Informative, and Hands-On Experience

      5.0

      “User-friendly and very informative! Great flow of information and hands on application.”

      CEO

      Thorough, Versatile Planning with Seamless AI and Financial Integration

      4.0

      “It's thoroughness, versatility, and ability to integrate with my financials. Its user interface is intuitive and well integrated, and it is versatile. Performance is responsive and thorough. It is a good return on investment. Onboarding was complete and led the user through the p”

      Founder/Consultant

      Effortless Business Plan Creation with LivePlan

      5.0

      “I really appreciate how organized LivePlan is and how it helps with automation AI. It helped me put all the necessary items in one place when I was stuck. I also value that the tools prompt me to consider all the areas a lender might need. The initial setup was relatively easy to”

      Verified reviewer