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LivePlan

FINANCE
Velocity0.0
www.liveplan.com ↗

LivePlan rebuilds the plan editor and lets you feed it your own files for AI context.

business planningai writingplan editorforecastingreal-time collaboration
◆Current state
Two structural moves anchor the period. In late January, LivePlan launched a fully reimagined plan editor — modern templates, custom themes, real-time collaboration with comments, flexible images/charts/tables, and contextual AI writing — and shipped a beta that lets users import notes, spreadsheets, and research so the AI builds on actual business context. Earlier, the forecast editor was rebuilt with a sleeker layout and inline forecast-vs-actuals comparison, and forecast items can now be organized into groups for clearer revenue/cost rollups.
◆Where it's heading
LivePlan is methodically replacing every legacy editor in the product — first forecasting, then the plan itself — and wiring AI more deeply into each. The reference-files beta is the more telling move: it pulls user context into the model rather than relying on generic templates, which is the only way AI authoring becomes useful for a real lender-facing plan. Together it's a clean shift from "template + spreadsheet" toward "AI co-author with your data."
◆Prediction
Expect the reference-files beta to graduate and expand to more file types (PDFs, accounting exports), with deeper agentic suggestions that pull numbers and competitive notes directly into the plan. The forecast and plan editors converging — shared collaboration, shared AI writing — is the next natural step.

◆Recent moves

  1. 3mo ago

    [Beta] Import plan reference files

    Beta lets users import notes, spreadsheets, and research files so LivePlan's AI has real business context to draw from. A pragmatic step toward AI authoring that produces lender-grade depth instead of templated filler.

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  2. 3mo ago

    Plan editor reimagined: AI-native, real-time collaborative

    ⚡ SPARK

    Plan editor rebuilt from scratch with modern design templates, custom theming, real-time collaboration with comments, flexible images/charts/tables, and contextual AI writing. The product's central editing surface is now AI-native and collab-first.

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  3. 7mo ago

    Introducing forecast groups

    Forecast items can now be organized into groups, giving users clearer rollups of what's driving the bottom line. Pairs naturally with the new forecast editor that landed two weeks earlier.

    View source ↗
  4. 7mo ago

    Forecasting, reimagined. Experience the new forecast editor.

    Forecast editor rebuilt: cleaner charts, more compact layout, and inline toggling between forecast and actuals while editing. A meaningful UX upgrade to the financial side of the product, but a redesign rather than a new direction.

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  5. 8mo ago

    Streamlined navigation

    Condensed left-nav with auto-collapse and a pin option. Quality-of-life work that frees up screen real estate for the new editors landing alongside it.

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  6. 8mo ago

    Updated Help Center

    Help Center refresh with new guides and articles. Documentation update; no product surface change.

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