Forecastr vs LivePlan
Choose Forecastr if you want a dedicated analyst to build and maintain a custom financial model; choose LivePlan if you want to build your own forecast and business plan at a lower subscription price. Both help businesses forecast cash and prepare for funding, but Forecastr pairs its software with ongoing finance expertise, while LivePlan emphasizes guided planning tools.
Last updated October 27, 2026.
At a glance
| Dimension | Forecastr | LivePlan |
|---|---|---|
| Approach | Custom model with dedicated analyst | Guided business plan and forecast builder |
| Plans and price | Essentials $5,000/year; Growth $10,000/year; CFO Services custom | Standard $20/month or $15/month annually; Premium $40/month or $30/month annually |
| Human guidance | Dedicated analyst on every plan | Chat and email; optional $30/month Expert add-on |
| Financial forecasts | Custom model and monthly forecast updates | Linked profit and loss, cash flow, and balance sheet forecasts |
| Scenarios | Custom scenario analysis on Growth | Up to 10 scenarios on Premium |
| Accounting integrations | QuickBooks and Xero | QuickBooks Online and Xero on Premium |
| Other integrations | HubSpot, Stripe, Shopify, Rippling, and Google Sheets | Not published |
| Business plan writing | Not published | Guided builder with AI writing help |
| Investor materials | Investor reporting support; shareable model links | Pitch presentation; PDF and PowerPoint export |
| Usage limits | Not published | One active company, five contributors, unlimited guests |
| Getting started | Schedule a demo | Choose and purchase a plan online |
Scroll the table sideways to compare each row.
Which should you choose?
Choose Forecastr if
- Founders who want a dedicated financial analyst
- Companies needing a custom-built financial model
- Teams preparing investor reports and fundraising decisions
Choose LivePlan if
- Owners who want to write their own business plan
- Buyers seeking a lower-priced planning subscription
- Teams needing guided forecasts and lender-ready statements
- Businesses that want QuickBooks or Xero syncing on Premium
The verdict
The deciding factor is how much hands-on finance help you want. Forecastr is the better fit for a founder who wants an analyst involved in modeling, reviews and investor reporting. LivePlan is the better fit for a buyer who wants to create a business plan and connected financial forecast independently, with optional expert help.
Forecastr vs LivePlan: common questions
- Is Forecastr or LivePlan the better fit if I want someone to build my model?
- Forecastr includes a dedicated financial analyst who builds a custom model and helps maintain it. LivePlan provides a guided forecast builder and offers an optional paid Expert add-on for one-on-one help.
- How much do Forecastr and LivePlan cost?
- Forecastr lists Essentials at $5,000 per year and Growth at $10,000 per year, with custom pricing for CFO Services. LivePlan lists Standard at $20 monthly or $15 per month paid annually, and Premium at $40 monthly or $30 per month paid annually.
- Do Forecastr and LivePlan connect to QuickBooks and Xero?
- Yes. Forecastr lists QuickBooks and Xero integrations. LivePlan includes QuickBooks Online and Xero connections on its Premium plan.
- Which product helps me write a business plan?
- LivePlan includes a guided business plan builder, AI writing help and sample plans. Forecastr focuses on financial modeling and does not publish a comparable business plan writing feature.
- Can I test different financial scenarios in either product?
- Yes. Forecastr lists custom scenario creation, comparison and analysis on Growth. LivePlan Premium supports up to 10 forecast scenarios.
- Can I prepare materials for investors with Forecastr or LivePlan?
- Yes. Forecastr includes investor reporting support and lets users share live model links. LivePlan can create a pitch presentation from a business plan and export it to PDF or PowerPoint.
- Does LivePlan include a dedicated analyst like Forecastr?
- No dedicated analyst is listed with LivePlan's subscriptions. Forecastr includes one on every plan; LivePlan offers chat and email support plus an optional $30-per-month Expert add-on.