AI Indexes
Finance AI Index
Index › Products › LivePlan · October 2026 Edition
3 categories · Ranked

LivePlan

33Judge labels
6First choices
1Negative labels
13 / 14Models named it
3Categories
October 2026 Edition. Every number here is derived from the raw labels under vendor table v2026-10.7, every buyer segment counted.
Best standing
3% in Financial modeling for small business buyers
Rank 12 of 77 in the mid-market standing
0 of 14 models made it the first choice on the direct prompt; 0% of its 4 labels there were negative.
By buyer segmentRead the same way at every buyer size.
In financial modeling · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named LivePlan for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrantSince September 2026
Financial modeling and scenario planningPlanning and analysis3%12 of 770%4under 10 labels · led by Microsoft Excel at 14%▲+1Since September 2026: 2% → 4%, +1 point. Inside the 10-point floor: within noise. Read over the models both editions asked.
Cash flow forecastingTreasury and cash0%33 of 1010%3under 10 labels · led by Agicap at 13%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
FP&A platformsPlanning and analysis0%41 of 740%1under 10 labels · led by Planful at 20%newNew since September 2026: not ranked then, 0% now.

Movement

Since September 2026, LivePlan held within the floor in all three categories: no change cleared 10 points.

Best category · Financial modeling · by segment

Small business▼−8Since September 2026: 10% → 2%, −8 points. Inside the 10-point floor: within noise. Read over the models both editions asked.
2%from 10% in September 2026
Inside the floor by 2 pointsRank 2 → 11 of 103
Mid-market▲+1Since September 2026: 2% → 4%, +1 point. Inside the 10-point floor: within noise. Read over the models both editions asked.
4%from 2% in September 2026
Inside the floor by 9 pointsRank 16 → 10 of 75

All categories · Mid-market

CategorySeptember 2026NowChangeReadingRank
Financial modeling2%4%▲+1Since September 2026: 2% → 4%, +1 point. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 16 → 12 of 77
Cash flow forecasting0%0%=heldSince September 2026: 0% → 0%, ±0 points. Inside the 10-point floor: within noise. Read over the models both editions asked.Within noiseRank 38 → 33 of 101
FP&A platforms0%0%newNew since September 2026: not ranked then, 0% now.New this editionRank 41 of 74, unchanged

Shares here are read over the models both editions asked, so they can differ by a point or two from the standing above, which counts every model in this edition.

The floor is 10 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. Movement is read over the twelve models both editions asked; GPT-6 Luna, Muse Glimmer 30B joined this edition and are in the standing but not yet in the comparison. How the floor is measured · The editions

By model

How each model treated LivePlan across every prompt where it was named for a mid-market B2B company. Fourteen models, six prompts per category.
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ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.510001
GPT-5.4 mini00000
Gemini 3.5 Flash11002
Perplexity Sonar00000
Grok 4.1 Fast01001
Mistral Small00000
DeepSeek V4 Flash01001
Llama 4 Maverick00000
Qwen 3.7 Flash01001
Kimi K200000
GLM 4.7 FlashX01001
MiniMax M2.500000
GPT-6 Luna00000
Muse Glimmer 30B01001

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct4 labelsNone
Paraphrase7 labels1
Comparative4 labels1not counted in share
Budget-constrained15 labels5
Scale-constrained0 labelsNone
Negative3 labelsNone
First choiceAlternativeMentionNegative33 labels in all, every segment counted; 6 of the 7 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“LivePlan and Fathom are often the easiest starting points. They are easier to set up, more affordable” Claude Haiku 4.5 · Financial modeling · budget prompt · first choice
“LivePlan is the gold standard for budget-conscious companies.” Gemini 3.5 Flash · Financial modeling · budget prompt · first choice
“If you need deeper "what-if" scenarios, try LivePlan (for growth planning)” Gemini 3.5 Flash · Cash flow forecasting · budget prompt · alternative
“Best for Small Businesses (Business Planning Focus): LivePlan” DeepSeek V4 Flash · Financial modeling · budget prompt · alternative

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

No model argued against it.

Named alongside

The products named in the same answers as LivePlan, over the 33 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and LivePlan was named but was not.
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ProductSame answerTook the first choice insteadHead to head
Fathom17 of 334Not among the top eight
Float14 of 332Not among the top eight
Google Sheets11 of 336Not among the top eight
Microsoft Excel10 of 336Not among the top eight
Jirav9 of 331Not among the top eight
Cube8 of 331Not among the top eight
Anaplan5 of 330Not among the top eight
Workday Adaptive Planning5 of 330Not among the top eight
Datarails4 of 330Not among the top eight
Finmark4 of 330Not among the top eight
A head-to-head page exists where both products are among a category's top eight. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named LivePlan. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, five of the fourteen in this edition, so these counts come from 28 of the 33 answers that named LivePlan and are not a share of its labels.

Search and answers

liveplan.com is not in Google's top ten for any of the category's searches. In the answers, LivePlan takes 3% of first choices and Microsoft Excel takes 14%.
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In search

Google, US estimates
Position for “modeling tools”
–
not in the top ten
Position for “financial modeling software”
–
not in the top ten
Searches for its name, Google
4,400 a month (“liveplan”)
AI search demand for its name, est.
95 a month
Organic visits to its site
about 216,928 a month
Searches its site ranks for
23,866 · 2,578 in the top three
Sites linking to it
9,937
Paid Google search
No ads found in the estimate; that does not mean it runs none
Ads on GoogleDetailLess
120+ ads · 81 text, 26 image, 13 video · 32 shown in the last 30 days

First shown April 2025, as Palo Alto Software Inc, verified. Ads started 2025-10 to 2026-09: 101 in the year, 19 before.

On Google's pages: 1 2 3 4

In answers

This edition
Share of first choices
3%
rank 12 of 77 in financial modeling
Segment leader
14%
Microsoft Excel
First choices
6 across its categories
Named in
33 answers
Its own site cited
in 28 of the answers that named it

Search figures are US estimates from DataForSEO, read September 28, 2026; AI search demand is its modeled, directional estimate, not a count of queries to any assistant. The answers are this edition's. Two measurements side by side: neither is read as the cause of the other.

What it publishes

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Addresses on liveplan.com
1,695
subdomains included
Content
806
counted in the table below
Documentation
3
Product · Integration
20 · 4
KindPagesLast 90 days2025-10 to 2026-09LatestCategories named
Blog654482026-09-28
Webinar or virtual event4002025-04-23
Case study37undated
Comparison2652026-08-11
Template or tool1212026-07-29
Podcast or video1102026-03-03
Conference or event1002026-05-13
Report or ebook802026-05-14
Glossary or explainer642026-09-11
News or press202026-05-13
How it is countedHide how it is counted

Every page liveplan.com exposes, subdomains included. Kind is read from the address and title. The last 90 days, the latest date and the twelve months count pages by when they were published, from the site's feeds, a date in the address, or the page's own publication date, read from up to a hundred of its most recently changed pages; a page that says only when it last changed is counted in its kind but not in when, so the recent counts are a floor, and a kind none of whose pages gives a publication date reads undated. An event counts as online when its address or title says so (webinar, on demand, virtual or online summit); a conference, summit, trade show, expo or roadshow that does not say so is counted as a conference or event, which on a vendor's site is mostly in person. Read September 29, 2026.

Follow LivePlan

An email the morning each edition publishes: where this product moved, where it held, and by how much against the noise floor. One address, confirmed by a click; a stop link in every email.

Already following? Everything you follow, with a stop for each.

The company

LivePlan is its own company.
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In its own words

Stated by the vendor, not checked
Positioning
Business Plan Software With Performance Tracking
For
entrepreneurs and small businesses
Price stated
Start planning for $20 /mo liveplan.com
Starting price
20 liveplan.com
Integrations claimed
2 liveplan.com
Certifications
SOC 2SAQ A 3.2Level 1 PCI DSSVisa Cardholder Information Security and Compliance (CISP)MasterCard® Site Data Protection Program (SDP)Discovery Information Security and Compliance (DISC)
Customers named
JoannaBrianMauricioAmy WellsBrandonBenLarry and StacieBruce
Not stated on the pages read
Free plan or trial, hosting

What LivePlan's own pages state, read September 28, 2026: liveplan.com, liveplan.com/pricing, liveplan.com/policies/security, liveplan.com/features/perks, liveplan.com/customers. A claimed page can correct any of them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when LivePlan's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as LivePlan, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

What a new claim receivesHide what a new claim receives

A new claim receives the current edition's vendor brief for LivePlan by email, built from the raw record of the edition. It shows:

  • where LivePlan is named, by buyer and by framing, and which cells hold its first choices;
  • the claims the models make when they name it, ranked, with the strongest and the weakest quoted;
  • its vocabulary against the segment leader's, and the pages the models cited;
  • who was chosen in the answers that did not name LivePlan, and every reason the record gives;
  • a battlecard for each top rival: the head-to-head split, why they win, and the reservation quoted against them;
  • one page of published figures cleared to show a buyer.
The subscriber app

A verification link goes to your work email; an address at liveplan.com is approved on the spot, any other is reviewed by hand. Your email is never published. Claiming gives no say over labels, shares, verdicts or which quotes appear.