LivePlan

LivePlan

Palo Alto Software
MyExecs.ai

MyExecs.ai

MyExecs LLC
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+

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About

LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. With step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - creating a professional business plan has never been easier. No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means your projections and financials are razor accurate. Share a quick one-page pitch of your business model with lenders, investors, and internal teams - keeping everyone on the same page, without having to share your full business plan document. Budgets and sales forecasts are a critical element to business success. Bring these numbers to life with LivePlan's performance dashboard. These dashboards simplify your performance and creates impressive charts and graphs automatically. Sync QuickBooks or Xero with LivePlan to pull in your actual accounting data.

About

MyExecs.ai is an AI-powered virtual C-suite platform designed for SMB leaders, founders, and executive teams. Unlike passive prompts, MyExecs delivers proactive operational oversight, financial forecasting, and strategic alignment through six specialized virtual executives: Finance (CFO), Marketing (CMO), Revenue (CRO), Operations (COO), Technology (CTO), and Human Resources (CHRO). The platform connects to live tools like QuickBooks, Stripe, HubSpot, Salesforce, and Google Sheets and much more to audit data and resolve cross-functional bottlenecks using a coordinated multi-agent debate framework.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Small-medium sized businesses, startups, entrepreneurs, business owners

Audience

Small and medium-sized business (SMB) leaders, CEOs, Founders, COOs, CFOs, and executive teams seeking strategic alignment and operational intelligence.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20/month
*LivePlan Standard*
Monthly: $20/month
Annual: $15/month (billed annually)

*LivePlan Premium*
Monthly: $40/month
Annual: $30/month (billed annually)

60-day money-back guarantee
Free Version Not Supported
Free Trial Not Supported

Pricing

$0
Free tier - 1 executive + 1 integration + 50 free AI credits
Professional - $159/month
Scale - $319/month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Palo Alto Software
Founded: 1988
United States
www.liveplan.com

Company Information

MyExecs LLC
Founded: 2026
United States
myexecs.ai

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Categories

Business Plan Supported
Graphing Supported
Sales Forecasting Supported
Spreadsheet Supported

Categories

AI Agents Supported
AI IT Agents Supported
AI Sales Agents Supported
Strategic Planning Supported

Business Management Features

Billing & Invoicing Supported
CRM Not Supported
Employee Management Not Supported
Financial Management Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Not Supported

Business Plan Features

Business Plan Templates Supported
Collaboration Supported
Dashboard Supported
Financial Projections Supported
Financial Templates Supported
Fundraising Management Not Supported
Investor Management Not Supported
Pitch Presentation Supported
Social Sharing Supported
Step-by-Step Wizard Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Not Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Not Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Supported

Sales Forecasting Features

Competitor Analysis Supported
Correlation Analysis Not Supported
Dashboard Supported
Dynamic Modeling Not Supported
Exception Reporting Not Supported
Graphical Data Presentation Not Supported
Modeling & Simulation Not Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Not Supported

Spreadsheet Features

Analytics Supported
Audit Trail Not Supported
Calculators Not Supported
Charting Supported
Multi-User Collaboration Supported
Templates Supported

Strategic Planning Features

Budgeting & Forecasting Not Supported
Dashboard Supported
Goal Setting / Tracking Supported
Idea Management Supported
KPIs Supported
Modeling & Simulation Supported
Roadmapping Supported
Scenario Planning Not Supported
Scorecards Supported

Integrations

QuickBooks Online Supported
Xero Supported
Asana Not Supported
Google Analytics Not Supported
Google Calendar Not Supported
Google Drive Not Supported
Google Sheets Not Supported
HubSpot CRM Not Supported
Mailchimp Not Supported
Microsoft Excel Not Supported
QuickBooks Online Advanced Supported
SAP Business One Not Supported
Salesforce Not Supported
Slack Not Supported
Stripe Not Supported
monday service Not Supported

Integrations

QuickBooks Online Supported
Xero Supported
Asana Supported
Google Analytics Supported
Google Calendar Supported
Google Drive Supported
Google Sheets Supported
HubSpot CRM Supported
Mailchimp Supported
Microsoft Excel Supported
QuickBooks Online Advanced Not Supported
SAP Business One Supported
Salesforce Supported
Slack Supported
Stripe Supported
monday service Supported
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Claim LivePlan and update features and information
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