What's new in LivePlan Follow


Curious about the latest updates and enhancements to LivePlan? Keep reading to discover what our team has been developing.

July 2023

AI Assistant updates

In July, we continued our efforts to integrate LivePlan Assistant into more areas of the Forecast section, and now users can access expense suggestions directly on the Expenses page. Suggest Expenses is extremely helpful in ensuring that all expenses are carefully considered, which can help prevent unexpected surprises and lead to a more accurate forecast.

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LivePlan Assistant now includes a new feature in the Plan section called Help Me Write. This feature allows you to easily turn brief notes or ideas into a complete passage for any Plan topic. Simply look for the Help Me Write option for any empty plan topic in LivePlan's Plan section.

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Automatically find NAICS category

If you're a LivePlan Premium user, you may have noticed a new feature in the Benchmark section. Your NAICS category is now determined automatically based on your business name and description, which you can edit in the Options section. This is helpful because NAICS categories can be confusing, but LivePlan will now figure out where your business belongs and set a NAICS category for you to compare in the Benchmarks section.



June 2023

AI Assistant updates

We've recently added functionality to the LivePlan AI Assistant. Now you can use the AI Assistant to suggest revenue streams for your company. This can help planners make sure that they aren't missing any potential revenue opportunities for their business. 


To discover potential revenue streams for your business, provide a brief description, and LivePlan will suggest options. You can easily add these suggestions to your Forecast by selecting the ones you want. The revenue streams will be automatically included, making it easier than ever to create projections.



Command bar updates

Did you know that LivePlan has a shortcut menu called the Command Bar that can be accessed from any section of the app by pressing the command (cmd) + K keys at the same time? Now that menu is even more useful, allowing you to navigate throughout the LivePlan app swiftly, jump to specific scenarios, switch companies, and more. 

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Custom Themes in the Pitch

Want a little more control over the look of your Pitch? Just click on Select a Theme, now available in the Pitch section of LivePlan, and select one of the themes, or use the Custom Color option to pick the perfect shade for your Pitch. 

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May 2023

LivePlan AI Assistant 

We are thrilled to introduce our latest feature, LivePlan Assistant, powered by AI technology. With LivePlan Assistant, you can quickly reword any topic in the Plan section with personalized grammar, tone, and formatting suggestions. 

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We'll be expanding LivePlan Assistant's functionality in the coming months to LivePlan's Forecast and beyond. 


April 2023

Undo & redo in the topic editor

We've recently added undo and redo buttons to the Plan topic editor. Now, you can easily navigate through your most recent changes to the topic, giving you greater control and flexibility when crafting your content.

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Easier access to the topic editor

After receiving feedback from users, we made the entire plan topic clickable to enter the topic editor. Previously only the "Edit" button would enter the editor.

Click anywhere to edit plan topics

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New topic editor design

We have also refreshed the plan editor experience by moving the sidebar to the right to better focus attention on the written content. Topic instructions and examples are now found along the right side of the editor window.

Old topic editor                                                                                  New topic editor

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Varying percentage for burden rate

In accounting, the term burden rate refers to the percentage of additional indirect costs of paying an employee beyond their base salary. These additional costs, listed as employee-related expenses on financial statements, can change over time as healthcare, insurance, taxes, and other expenses change. Now you can set your burden rate to change year to year or even month to month.


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March 2023


Dividends as a percent of net profit

We've added more flexibility to LivePlan's dividend model. Now you can forecast dividends as a percent of your net profit (in addition to the one-time, monthly, and varying amounts over time options. This means that your dividend projections scale automatically with your company's profitability.

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Pitch design refresh

The Pitch tab received a number of visual updates to provide a cleaner, easier-to-navigate experience. 


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