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LivePlan is cloud-based business planning software that helps users create professional business plans, build financial forecasts, and track performance dashboards.
It is subscription-based and used by entrepreneurs, accountants, and small businesses to produce lender-ready statements and one-page pitches.
Typical uses include step-by-step plan building, automated financial forecasting, and export or integration with accounting tools.
LivePlan offers different feature tiers (Standard, Premium) to match needs from basic planning to advanced scenario and benchmark tools.
If you cancel a web (direct) subscription, you keep access until the end of the current paid period; future renewals are stopped.
For App Store / Google Play subscriptions, cancellation via the platform stops future billing according to their rules; LivePlan cannot modify platform billing.
Your account and data typically remain tied to the account; LivePlan does not automatically delete your plan files on cancellation.
Retain copies of important plans or exports before losing access or if you expect to leave the service long-term.
LivePlan offers a 35-day money-back guarantee for direct (web) purchases, but cancelling alone does not automatically generate a refund.
To request a refund within 35 days you must contact LivePlan Customer Advocacy via email or chat and ask for the money-back guarantee to be applied.
After the 35-day window, cancellation stops future billing but the current paid term is non-refundable; there are no prorated refunds or credits.
If you subscribed via the App Store or Google Play, refunds are subject to Apple/Google policies and LivePlan cannot override those platform rules.
LivePlan publishes pricing in USD; the ZAR amounts below are approximate conversions (1 USD ≈ 19 ZAR used for estimate).
Check current exchange rates and your billing statement for exact local charges.
| Plan | 期間 | Approx. price (ZAR) | Features (summary) |
|---|---|---|---|
| Standard (monthly) | 月額 | R380/month (approx.) | Step-by-step planning, lender-ready statements, full forecast, one-page pitch, 500+ sample plans |
| Standard (annual) | 年間 | R285/month (approx., billed annually) | Same as monthly Standard |
| Premium (monthly) | 月額 | R760/month (approx.) | Includes industry benchmarks, what-if scenarios, dashboards, real-time forecasting, Excel export, QuickBooks/Xero sync |
| Premium (annual) | 年間 | R570/month (approx., billed annually) | Same as monthly Premium |
LivePlan's Terms of Service state that fees are non-refundable, including partial months and unused time.
However, South African consumer protection law may limit the enforceability of blanket non-refundable clauses in some situations.
If you believe terms are unfair or misapplied, keep records and consider contacting your payment provider, consumer protection bodies, or seek local legal advice.
Keep correspondence and receipts as evidence when disputing charges or requesting refunds.
Many users praise LivePlan for its intuitive interface, clear step-by-step guidance, AI prompts, and financial forecasting tools.
South African reviewers on Capterra highlight ease of use, AI assistance, and responsive support: Capterra reviews.
Some users report limited customization for report visuals, occasional bugs, and integration issues with accounting software.
Recurring billing complaints (unexpected charges, lack of notification) appear in reviews: see aggregated feedback on Trustpilot and other review sites: Trustpilot, Trustpilot (IE), CheckThat.
Example: Cancelling within LivePlan when you actually subscribed through Apple or Google will not stop platform billing.
Always confirm whether your subscription is managed by LivePlan (web) or by an app store before cancelling.
Example: Users often assume that cancelling mid-cycle automatically refunds unused time; LivePlan’s policy generally does not provide prorated refunds after the guarantee period.
To get a refund within 35 days you must request it explicitly from LivePlan Customer Advocacy; cancelling alone is not sufficient.
| Plan | 期間 | Approx. price (ZAR) | Cancellation method | Refund eligibility |
|---|---|---|---|---|
| Standard | 月額 | R380/month (approx.) | Account → Manage Account → Cancel Account (web) | Refund within 35 days if requested; otherwise no prorated refunds |
| Standard | 年間 | R285/month (approx., billed annually) | Account → Manage Account → Cancel Account (web) | Refund within 35 days if requested; otherwise no prorated refunds |
| Premium | 月額 | R760/month (approx.) | Account → Manage Account → Cancel Account (web) | Refund within 35 days if requested; otherwise no prorated refunds |
| Premium | 年間 | R570/month (approx., billed annually) | Account → Manage Account → Cancel Account (web) | Refund within 35 days if requested; otherwise no prorated refunds |
Confirm you received a cancellation confirmation email or screenshot the cancellation screen for your records.
Verify that future charges have stopped on your bank or card statement after the current period ends.
To request a refund (within the guarantee window) or to raise billing disputes, contact LivePlan Customer Advocacy as instructed in their policies.
For additional context and community feedback consult reviews and policy references: Postclic cancel guide, LivePlan Terms of Service.
Palo Alto Software, Inc., 44 West Broadway, Suite 500, Eugene, Oregon 97401, United States.
If you choose to send written correspondence about billing disputes or formal notices, include account details, transaction receipts, and clear request for outcome.
Keep copies of all mailed or emailed communications and confirm receipt where possible.
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Written by Refilwe Mokoena
eIDAS legal expert · 5 years experience
Lawyer specialized in digital trust services and the eIDAS regulation, I have been helping individuals and businesses send legally binding certified mail for 5 years.