# LivePLan ## Kurzbeschreibung **“Smarter business planning, powered by purpose-built AI”** **LivePlan** is a cloud-based software solution for business plans, financial forecasts, pitch presentations, and ongoing business management. The AI helps with writing plan sections, rewriting texts, suggesting forecasts, validating ideas, and conducting market-related research. In addition, LivePlan offers integrations with QuickBooks Online and Xero, as well as dashboards for comparing forecasts with actual data. ## Claim Smarter business planning, powered by purpose-built AI ## Geeignet für - Finance / Accounting - Presentations - Productivity & Planning - Research - Writing & Editing ## Kernfunktionen - Business Plan - Financial Analysis - Revenue Forecast ## Preismodell - **subscription:** **Standard **Write a business plan, collaborate with others, download and print the plan; suitable for classic business planning and simple financial planning. **Premium **Everything in Standard plus multiple forecast scenarios, QuickBooks Online and Xero integration, Actual Results Dashboard, automated Forecast Builder, Monthly Review, and Actuals + Forecast. - **other:** **LivePlan Coach / Expert **Additional offering with personal video support, priority support, and individual guidance for planning and use. **Consultant / Strategic Advisor Use** Training and resources for consultants, startup centers, and strategic advisors. ## DSGVO und Datenschutz **Gesamteinschätzung:** Conditional **On-prem / local hosting: indirect / not available** The website describes only a cloud-based service. There is no mention of an on-premises, local, or self-hosted deployment. **Private Cloud / Data Center: Unclear** The security page mentions AWS, and the DPA refers to outsourced cloud infrastructure and tenant-isolated storage. The website does not specify a dedicated private cloud, a segregated EU data center, or a specially controlled individual environment. **EU SaaS / Managed: Partially** LivePlan is clearly available as SaaS. For EU/EEA-relevant use, there are DPAs and data transfer mechanisms. However, the website does not specify actual EU data residency or an EU/EEA hosting location. **Hybrid: Indirect / Not Available** A hybrid operating model involving partly local or customer-side processing and partly provider-side cloud is not specified on the website. **SLA / DPA: Covered** A DPA/AVV is available on the website. Additionally, it states that an executable copy can be requested via email, and the Terms of Service explicitly link the processing of EU data to a valid DPA. **No Training: Covered** The website explicitly states that data from the AI features is not used as training data for AI models or processing services. Additionally, there is only a voluntary opt-in to review a portion of interactions to improve the AI features; according to the website, this can be revoked at any time. **Open Source / Transparency Path: Indirect / Not Available** Open-source components, open models, self-hostable parts, or any other technical transparency pathway are not specified on the website. **Data Processing** The website describes a multi-tenant cloud setup on outsourced infrastructure. According to the security page, customer data is stored on AWS-based systems, operated redundantly, and backed up. For AI features, portions of the entered data are sent to third-party providers for AI processing; according to the website, this data is anonymized, excludes personal data or LivePlan account information, and is not used to train the models. For EU personal data, the DPA refers to standard contractual clauses or other permissible transfer mechanisms. The website does not specify an EU data residency or an EU/EEA data center. **Conclusion** From an EU/EEA perspective, LivePlan is **not clearly** documented under data protection law **as a service hosted entirely within the EU**, but there are key elements for conditional GDPR compliance: DPA/T&Cs, GDPR reference, transfer mechanisms, and a clear “no training” statement for AI data. The main gaps are a lack of information on EU data residency, a lack of specific server locations in the EU/EEA, and the absence of an on-premises or hybrid alternative. Therefore, the overall rating is “conditional” rather than “yes.” **Sources** - [https://www.liveplan.com/policies/privacy-policy](https://www.liveplan.com/policies/privacy-policy) - [https://www.liveplan.com/policies/data-processing-agreement](https://www.liveplan.com/policies/data-processing-agreement) - [https://www.liveplan.com/policies/ai-privacy](https://www.liveplan.com/policies/ai-privacy) - [https://www.liveplan.com/policies/security](https://www.liveplan.com/policies/security) - [https://www.liveplan.com/policies/terms-of-service](https://www.liveplan.com/policies/terms-of-service) - [https://www.liveplan.com/policies](https://www.liveplan.com/policies) For users in the EU/EEA, GDPR-compliant use is only plausible *if it* is *properly* documented. Positive aspects include a dedicated privacy policy, an available DPA/AVV, explicit references to the GDPR, provisions regarding international data transfers via standard contractual clauses, and statements that AI inputs are not used to train the models. At the same time, the website does not specify a concrete EU/EEA server location, EU data residency, or any on-premises/self-hosting option. Furthermore, the DPA page links to an external Palo Alto domain for the list of subprocessors rather than to a subpage of liveplan.com; thus, no complete list of subprocessors is documented on the domain evaluated here. **Positive** A privacy policy, a DPA/AVV referencing the GDPR, and documented processing in accordance with customer instructions are in place. The Terms of Service explicitly require a valid DPA for the processing of EU data. For EU data transfers, the website cites standard contractual clauses as a protective mechanism. Regarding AI functions, it is stated that transmitted data is not used as training data for AI models or processing services; additionally, there is an opt-in option for analyzing interactions to improve AI functions, which, according to the website, can be revoked at any time. **Negative** The website does not specify a specific server location in the EU/EEA. There is no documented EU data residency, no commitment to EU data centers, and no on-premises/self-hosting option. The security page lists AWS as the data center provider, but without specifying a region. For AI features, data is sent to third-party providers such as Anthropic, Google Gemini, and OpenAI; although the website states that the data is anonymized and not used for training, this still constitutes an additional processing chain from an EU/EEA perspective. A complete list of subprocessors is not provided on liveplan.com itself. **Server Location** AWS is listed as the data center provider. The website does not specify a specific location for the servers or data centers within the EU/EEA. ## Hosting und Daten - **On-Prem / lokales Hosting:** unknown - **Private Cloud / Rechenzentrum:** unknown - **EU SaaS / Managed:** teilweise / indirekt - **Hybrid:** unknown - **AVV / DPA:** abgedeckt - **Kein Training auf Kundendaten:** abgedeckt - **Open-Source / Transparenz-Pfad:** unknown ## Standort **Land:** USA **Taxonomie:** USA Palo Alto Software, Inc., 44 West Broadway, Suite 500, Eugene, OR 97401, United States ## Vorteile - LivePlan explicitly positions its AI not as a generic text generator, but as a system tailored to business planning. Notable are the combination of text AI, connected financial models, pitch generation, market research, Idea Canvas, and Monthly Review. Particularly relevant for data protection: LivePlan describes AI data processing separately; according to the provider, AI inputs are not used by default to train AI models, while users can optionally allow some of their interactions to be reviewed to improve the AI functions. According to the provider, the AI privacy page was updated on 22/04/2026. ## Nachteile - Purpose-built for business plans rather than just general writing - AI-powered writing, rewriting, and forecasting assistance directly in the planning process - Pitch export as well as lender-ready financial reports - Market research, industry benchmarks, and financial analysis in one interface - Integration with QuickBooks Online and Xero - Multilingual plan/pitch interfaces and freely selectable currency symbols. ## Quellen - Offizielle Website: https://www.liveplan.com/ ## Letzter Datenstand 2026-04-28 ## Originalseite https://kifox.ai/en/ki-tools/liveplan-en/