LivePlan Affiliates
Turn business planning into income & impact
Whether you’re a content creator or advisor, we’ve got a partnership program built for you.
Why Partner with LivePlan?
Trusted by 1.5 million entrepreneurs
#1 rated, lender-ready financial forecasting tool
Generous rewards and dedicated partner support
Earn rewards your way
Affiliate Program: Monetize Your Audience | Referral Program: Recommend LivePlan | |
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Best for | Creators, reviewers, content sites, and online educators. | Advisors, consultants, instructors, coaches, or anyone who works 1:1 with entrepreneurs. |
How you earn | Earn recurring commissions for every paid subscription you drive | Earn cash rewards when your clients or students subscribe |
How we support you |
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How it works |
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Takes ~2 minutes. We’ll match you to the right program.
See How LivePlan is Changing Businesses 💚
“LivePlan was an essential tool that assisted me in securing startup funding for my business. The tools and resources available through the paid LivePlan service are certainly worth the investment.”
Bear Kat Brewing
Shopper Approved Review
“As a Michigan Small Business Development Center Consultant, I always encouraged my clients to use LivePlan to develop their business plan. It is so easy to use, only took me a few minutes of walk through to show even self confessed non-techies how to write their plan. The biggest advantage in my opinion is that doing different financial scenarios is MUCH easier in LivePlan than trying to do this on their own.”
Lisa Kenny
Capterra Review
“LivePlan has been a key product in our company when dealing with planning of our company business. It makes it easy for us to keep our entire business enterprise organized for better productivity. More to planning, it offers us an outstanding platform for budgeting, keeping a track of our business progress a d performance as well as doing accurate forecasts on the future of our business. ”
Mariana Jones
Trust Radius Review
“LivePlan.com has been an absolute game-changer for our business. The platform is incredibly user-friendly, making the complex process of business planning feel straightforward and even enjoyable. The step-by-step guidance helped us craft a comprehensive, professional plan that impressed our investors and provided clear direction for our team.”
Ugo Romano
Trust Radius Review
“I cant say enough about the ease of use. I have created multiple scenarios for my business and its helped me make important decisions for 2026. The integration with QB is flawless and I would recommend this to any small business.”
Mike Nichols
Quickbooks App Store Review
“Overall, LivePlan is an excellent tool for entrepreneurs and businesses looking for a structured and easy way to create a professional business plan. The interface is clean and intuitive, making planning much less overwhelming.”
Idan M.
Capterra Review
“I was stuck in writing my business plan, which I’m sure many business owners are. LivePlan’s questions and a.i help definately helped me make it through my plan. I recommend it to all!”
Antonio
Quickbooks App Store Review
“Love This Tool. FORGET Excel Sheets This program saves so much time in excel formatting etc. I can work on the numbers and see projections so much easier. It took an hour to get moving and is now “never look back”. Do it, be good to yourself!”
Eric Jacobsen
Quickbooks App Store Review
“The integration of LivePlan with QuickBooks is seamless and incredibly valuable for forecasting. It provides a comprehensive outlook for the upcoming year and beyond, enabling more accurate and efficient financial planning.”
Dave K.
Quickbooks App Store Review
“LivePlan is my primary financial forecasting and issue raising tool. I build out annual Pro-forma in Q4 with detailed revenue and expense category forecasts. The ability to build revenue and expense forecasts by category and the appropriate level of detail is highly useful. Monthly, and especially quarterly, we can see if and where we are off track relative to original goals and make necessary adjustments in the business.”
Jason Ogden
Trust Radius Review
“LivePlan was an essential tool that assisted me in securing startup funding for my business. The tools and resources available through the paid LivePlan service are certainly worth the investment.”
Bear Kat Brewing
Shopper Approved Review
“As a Michigan Small Business Development Center Consultant, I always encouraged my clients to use LivePlan to develop their business plan. It is so easy to use, only took me a few minutes of walk through to show even self confessed non-techies how to write their plan. The biggest advantage in my opinion is that doing different financial scenarios is MUCH easier in LivePlan than trying to do this on their own.”
Lisa Kenny
Capterra Review
“LivePlan has been a key product in our company when dealing with planning of our company business. It makes it easy for us to keep our entire business enterprise organized for better productivity. More to planning, it offers us an outstanding platform for budgeting, keeping a track of our business progress a d performance as well as doing accurate forecasts on the future of our business. ”
Mariana Jones
Trust Radius Review
“LivePlan.com has been an absolute game-changer for our business. The platform is incredibly user-friendly, making the complex process of business planning feel straightforward and even enjoyable. The step-by-step guidance helped us craft a comprehensive, professional plan that impressed our investors and provided clear direction for our team.”
Ugo Romano
Trust Radius Review
“I cant say enough about the ease of use. I have created multiple scenarios for my business and its helped me make important decisions for 2026. The integration with QB is flawless and I would recommend this to any small business.”
Mike Nichols
Quickbooks App Store Review
“Overall, LivePlan is an excellent tool for entrepreneurs and businesses looking for a structured and easy way to create a professional business plan. The interface is clean and intuitive, making planning much less overwhelming.”
Idan M.
Capterra Review
“I was stuck in writing my business plan, which I’m sure many business owners are. LivePlan’s questions and a.i help definately helped me make it through my plan. I recommend it to all!”
Antonio
Quickbooks App Store Review
“Love This Tool. FORGET Excel Sheets This program saves so much time in excel formatting etc. I can work on the numbers and see projections so much easier. It took an hour to get moving and is now “never look back”. Do it, be good to yourself!”
Eric Jacobsen
Quickbooks App Store Review
“The integration of LivePlan with QuickBooks is seamless and incredibly valuable for forecasting. It provides a comprehensive outlook for the upcoming year and beyond, enabling more accurate and efficient financial planning.”
Dave K.
Quickbooks App Store Review
“LivePlan is my primary financial forecasting and issue raising tool. I build out annual Pro-forma in Q4 with detailed revenue and expense category forecasts. The ability to build revenue and expense forecasts by category and the appropriate level of detail is highly useful. Monthly, and especially quarterly, we can see if and where we are off track relative to original goals and make necessary adjustments in the business.”
Jason Ogden
Trust Radius Review
Frequently asked questions
The Affiliate Program is designed for people who promote LivePlan to an audience — bloggers, YouTubers, newsletter writers, review sites, educators, and content creators.
The Referral Program is for those who recommend LivePlan directly to clients or students — business advisors, consultants, accountants, coaches, incubators, and SBDC teams.
If you publish content online → Affiliate Program
If you work 1:1 with entrepreneurs → Referral Program
Affiliate Program:
Ideal for creators, bloggers, publishers, and online educators.This program is designed for partners who promote LivePlan to a broad online audience.
Commission Structure:
- 20% recurring commission for up to 12 months for each paid subscription you refer
Referral Program:
Designed for advisors, consultants, instructors, and organizations who recommend LivePlan to clients or students.
Reward Structure:
- Give $10, Get $10 – your referral receives $10 off their first month of LivePlan, and you earn a $10 reward when they subscribe
- Tailored benefits may also be available for qualifying organizations, including:
- Co-branded training resources
- Educational or bulk licensing discounts
- Partner enablement tools for classroom or cohort environments
Our team will assign the structure that best supports your use case and audience.
Use this quick guide:
- You have a website, blog, social channel, or newsletter → Affiliate
- You teach entrepreneurs, run workshops, or advise clients → Referral
- You don’t have a website but still want to recommend LivePlan → Referral
- If you’re unsure, apply to the program that best matches your activities — we’ll help route you correctly.
No. Both the Affiliate Program and the Referral Program are completely free to join.
When you partner with LivePlan, you're connecting entrepreneurs to the tools they need while building a steady revenue stream. Our top-rated business planning software helps small business owners succeed, and you earn commissions for every customer you refer. It's a win-win: your audience gets access to essential business planning tools, and you get rewarded for helping them find the right solution.
Affiliates receive a unique tracking link with a 30-day cookie window.
If someone clicks your link and purchases LivePlan within 30 days, you earn the commission — even if they don’t buy right away.
Referrals are tracked through a partner-specific referral flow provided by the LivePlan team. Most advisors direct clients to a referral link or provide client details during onboarding.
Top affiliates usually:
- Create content about LivePlan (reviews, tutorials, comparisons)
- Feature LivePlan in newsletters, podcasts, or webinars
- Update screenshots, pricing, and banners regularly
- Share their personal experience using the software
If you regularly publish content online, you’re a great fit.
Referral partners succeed when they:
- Work directly with entrepreneurs
- Integrate LivePlan into coaching, advising, or training
- Use LivePlan as part of their curriculum or client workflow
- Offer hands-on support or strategic guidance
If you run workshops or advise clients, you’ll thrive in the referral program.
There are no fees associated with becoming a LivePlan Affiliate. Joining the program is absolutely free.
- Our standard commission structure is $20 per verified sale of LivePlan. A 20% commission also applies to other Palo Alto Software products purchased. Accounts with a balance of less than $100 will roll over to the next month and will continue to roll over monthly until $100 is reached.
- Also, keep in mind that we offer a 35-day money-back guarantee. That being said, a user can be refunded within 35 days of signing up if they choose to cancel their subscription, which will then remove any commissions made from that sale.
LivePlan is industry-leading business planning software that helps entrepreneurs and small business owners create professional business plans, track their financials, and make better business decisions. As the world's most trusted business planning solution, LivePlan has helped over 1.5 million entrepreneurs successfully launch and grow their businesses. When you promote LivePlan, you're offering your audience a proven tool that:
- Makes business planning simple and accessible
- Includes step-by-step guidance and expert templates
- Offers automated financial forecasting
- Provides real-time performance tracking
- Delivers bank-ready business plans
Plus, our affiliate program rewards you generously for every customer you refer, with a 90-day cookie window to ensure you get credit for your efforts. By promoting LivePlan, you're not just earning commissions – you're helping entrepreneurs succeed with tools they can trust.
Affiliate:
After approval, log in to your affiliate dashboard → “Offers” → find your tracking link.
Referral:
Referral partners receive a unique referral process from our team based on the program tier (link, onboarding form, or co-branded pathway).
For affiliates:
- Website wasn’t functional or accessible
- Audience alignment was unclear
- Not enough information provided
For referral partners:
- Use case didn’t match referral criteria
- Missing business details or unclear advising role
If you believe your application was declined in error, reply to the email — our team is happy to review.
Applications for both programs are reviewed manually. If accepted, you’ll receive an email with next steps and onboarding resources.
We’re here to help. Email partners@paloalto.com and our team will assist you.