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Frequently asked questions
Cancel Liveplan: The Right Way
How to cancel Liveplan in canada and protect your business data
What Liveplan is and why you might cancel
Liveplan is a cloud-based business planning platform that helps entrepreneurs and small business owners build lender-ready business plans, financial forecasts, and investor pitch decks. The service includes step-by-step guidance, hundreds of sample business plans, an AI planning assistant, and integrations with accounting software such as QuickBooks and Xero. If you subscribed expecting deeper capabilities or discovered the monthly cost no longer serves your business needs, cancellation is straightforward-but timing matters when refunds are involved.
At Yafee, we have guided thousands of Canadian business owners through subscription cancellations. We understand that Liveplan subscribers cancel for clear reasons: they've outgrown the platform, switched to a competing planning tool, or want to pause spending while focusing on execution rather than ongoing plan refinement.
Common reasons to cancel Liveplan
You might cancel if the platform no longer aligns with your workflow, you have completed your business plan and require no ongoing updates, you prefer a competitor's forecasting interface, your subscription cost exceeds the value you extract, or you wish to consolidate tools and rely solely on your accounting software for financial projections.
When you should retain your Liveplan subscription
Keep your subscription if you regularly update financial forecasts, need to model multiple "what if" scenarios using Premium plan features, plan to pitch investors or pursue funding within the next six months, or use the AI assistant for ongoing strategic guidance. If you are early in your business journey and still iterating your business model, the platform's value may justify the monthly investment.
Liveplan pricing in canada
Understanding your current subscription cost and plan tier helps you determine whether cancellation serves your financial position.
| Plan | Monthly cost (CAD) | Key features | Best for |
|---|---|---|---|
| Standard | Approx. $28/month | Step-by-step planning workflow, lender-ready financial statements, three-year cash flow forecasting, one-page pitch builder, 550+ industry sample plans, AI-powered planning assistant | Solo founders and early-stage startups |
| Premium | Approx. $56/month | All Standard features plus performance dashboards, real-time profit and cash forecasting, multi-scenario "what if" modelling, Excel and PDF export, QuickBooks/Xero integration, industry benchmarks and comparisons | Growing businesses requiring advanced forecasting |
| Liveplan Expert (add-on) | Approx. $22/month | One-on-one video coaching sessions, priority customer support, personalized feature and formatting guidance, strategic planning consultation | Founders seeking hands-on expert coaching |
Note: Liveplan publishes pricing in US dollars on its website (Standard US$20/month; Premium US$40/month; Expert approximately US$16/month). The Canadian dollar amounts shown above are approximate conversions and fluctuate based on current exchange rates. Always verify the current CAD rates on Liveplan's website before you cancel, so you understand exactly what you are avoiding going forward.
Your consumer rights under canadian law
Before you cancel, know what consumer protection legislation guarantees you.
Cooling-off period and right to cancel within 14 days
Canada's federal and provincial consumer protection laws grant you specific rights when you subscribe to services online. Most provinces-including Ontario, British Columbia, Alberta, and Quebec-establish a cooling-off period of 14 days from the date of purchase during which you can cancel and request a full refund without penalty. This statutory right applies to subscriptions purchased directly from Liveplan's website or through third-party app stores.
Your legal position: If you are within the first 14 days of your subscription, you have the legal right to cancel and receive a full refund under the Consumer Protection Act (or equivalent provincial legislation). This applies even if you have used the service. No cancellation fee may be charged. Liveplan must process your refund within 30 days of cancellation.
Billing transparency and automatic renewal rules
Canadian consumer law also requires that Liveplan disclose all subscription terms clearly before you purchase. The company must inform you of the renewal date, the amount of the next charge, the cancellation method, and your right to cancel. If any of this information was unclear or missing at the time of purchase, you have grounds to dispute charges with your payment provider or contact the relevant provincial consumer protection authority.
If you cancel after the 14-day cooling-off period, you remain entitled to cancel effective immediately. Liveplan must honor cancellation requests received before the next billing cycle and must not charge you again unless you explicitly consent to renewal in writing.
How to cancel your Liveplan subscription
Follow these steps to cancel your account, preserve your data, and confirm cancellation in writing.
Step 1: back up your business plan and financial data
- Log in to your Liveplan account at liveplan.com with your email and password.
- Locate the "Export" or "Download" option within your plan dashboard. This is typically found in the account settings or plan editor menu.
- Export your complete business plan as a PDF or Excel file. If you use the Premium plan, use the Excel export feature to capture all financial models, forecasts, and scenario analyses.
- For Premium users: Export your "what if" scenarios separately so you retain all modeling work.
- For Standard users: Download your business plan PDF and save any pitch deck materials you created within the platform.
- Save all exported files to your computer or cloud storage (Google Drive, Dropbox, OneDrive) with clear file names and the current date.
- Verify that all financial forecasts, investor pitch materials, and plan notes are included in your exports before proceeding.
Step 2: submit your cancellation request via your account settings
- In your Liveplan account, navigate to "Account Settings" or "Subscription" (exact menu name varies by account age and plan tier).
- Look for a "Manage Subscription," "Billing," or "Cancel Subscription" button or link.
- Click "Cancel Subscription" and select your cancellation reason from the options provided. (Liveplan uses this feedback to improve the service; you may skip this step if you prefer not to provide input.)
- Review the cancellation confirmation page carefully. Verify that your cancellation is effective immediately and that no final charge will be applied unless it covers usage already incurred in the current billing period.
- Take a screenshot of the cancellation confirmation, including the date, confirmation number (if provided), and any reference identifier. Save this screenshot as evidence of your cancellation request.
Step 3: confirm cancellation via email (recommended)
- After you receive the initial cancellation confirmation, send a follow-up email to Liveplan's support team at [email protected] (or the contact address provided in your cancellation confirmation email).
- In your email, include:
- Your full name and account email address
- The date you submitted your cancellation request (from Step 2)
- Your subscription plan name (Standard, Premium, or Expert)
- Your request that Liveplan confirm in writing that your account will be closed and that you will not be charged for any future billing cycle
- Your preferred refund method if you are within the 14-day cooling-off period
- Keep a copy of this email in your records for future reference.
- Await Liveplan's written confirmation. The company typically responds within 2-3 business days.
Step 4: verify no further charges appear on your payment method
- Check your credit card, debit card, or bank account statement 5-7 days after your cancellation date to confirm that no new Liveplan charge appears.
- If your next scheduled billing date was within 10 days of cancellation, wait until 2-3 days after that scheduled date to confirm the charge did not post.
- If an unexpected charge appears, contact your bank or payment provider immediately and dispute the charge as unauthorized, referencing your cancellation confirmation from Step 2.
Refunds and billing timeline
Your refund entitlement depends on when you cancel relative to your purchase date.
Refunds within the 14-day cooling-off period
If you cancel within 14 days of your initial subscription purchase, Canadian consumer protection law entitles you to a full refund of all fees paid. Liveplan must process this refund within 30 days of your cancellation request. The company will refund the amount to your original payment method (credit card, debit card, or PayPal account).
To claim a 14-day refund, you must submit your cancellation request and, in your follow-up email to support, explicitly state: "I am exercising my 14-day cooling-off right under the Consumer Protection Act and request a full refund." Include your cancellation date and the date of your original purchase.
Cancellations after 14 days
If you cancel after the 14-day cooling-off period, Liveplan will not charge you for any billing cycles occurring after your cancellation date. However, you are not entitled to a refund for the current billing period or any prior months already paid, unless Liveplan breached a specific term of service or your provincial consumer protection law provides additional remedies.
To minimize cost, cancel on or immediately after your renewal date, not the day before. This ensures you do not pay for a new billing cycle you will not use.
Common mistakes to avoid when cancelling
Cancellation is straightforward if you follow these steps, and most subscribers complete the process without difficulty. However, a few pitfalls can delay your cancellation or cost you money.
Failing to export your business plan before cancellation
Many subscribers cancel their Liveplan account but forget to export their business plan and financial models. Once your account is closed, Liveplan typically deletes all associated data within 30-90 days. You will lose access to your investor pitch, financial forecasts, and planning notes forever. Export all files to your computer or cloud storage before you submit your cancellation request in Step 2.
Cancelling via customer support email without using the account settings feature
Sending only an email to [email protected] without also submitting a cancellation request through your account dashboard can cause delays. Support staff may ask you to cancel through the settings menu anyway, or your cancellation request may get lost in a busy support queue. Always use the in-app "Cancel Subscription" feature first, then follow up with email confirmation. This creates a clear paper trail and speeds up processing.
Assuming automatic renewal will not charge you
Some subscribers believe that simply stopping their use of Liveplan will prevent renewal charges. This is false. Liveplan will charge your payment method on every renewal date unless you explicitly submit a cancellation request. Do not wait to see if you get charged; cancel proactively at least 5 days before your renewal date.
Ignoring your payment statement after cancellation
Occasionally, a billing system error or a miscommunication between departments results in a charge appearing after you cancel. If you do not check your statement for 30-60 days, you may miss the charge and lose your ability to dispute it. Monitor your payment method for 7-10 days after your cancellation date and immediately contact your bank if an unexpected Liveplan charge appears.
After you cancel: what happens to your data and account access
Once your cancellation is processed, your Liveplan account will be deactivated according to a clear timeline.
Account access and deactivation timeline
Liveplan typically deactivates your account immediately after you submit your cancellation request. You will no longer be able to log in, access your business plan, or edit any financial forecasts. If you need to retrieve data after cancellation is confirmed but before account deactivation, use the export steps outlined in Step 1 as soon as possible.
Liveplan retains your account data for 30-90 days after cancellation before permanent deletion. If you change your mind within this window, contact [email protected] and request account reactivation. Reactivation may incur a fee or require you to purchase a new subscription; clarify terms with support before reactivating.
Removing Liveplan integrations with accounting software
If you use Liveplan with QuickBooks, Xero, or another accounting platform, cancelling your Liveplan subscription does not automatically sever these integrations. Log in to your accounting software and manually disconnect the Liveplan app or API connection. This prevents accidental data sync attempts after your Liveplan account is deactivated, which may generate error notifications.
Disputes and escalation if Liveplan refuses to cancel
In rare cases, a subscription company may ignore cancellation requests or continue charging after you cancel. You have legal remedies under Canadian law.
Your rights if Liveplan continues charging you
If Liveplan charges your payment method after you have submitted a cancellation request and received confirmation, you have the right to dispute the charge with your bank or payment provider. Contact your financial institution's dispute department and provide your cancellation confirmation email, screenshots, and payment statement as evidence. Your bank can reverse unauthorized charges and may refund the disputed amount within 5-10 business days.
Simultaneously, escalate the issue directly to Liveplan's senior support team. Email [email protected] with the subject line "URGENT: Unauthorized charges after cancellation" and include all cancellation confirmations and disputed charges. Request a written response within 5 business days.
Escalation to the provincial consumer protection authority
If Liveplan does not respond to your dispute or refuses to refund unauthorized charges, contact your provincial consumer protection authority. At Yafee, we advise Canadian consumers to file formal complaints with the appropriate body:
- Ontario: Consumer Protection Office (part of the Ministry of Government and Consumer Services), or file a complaint at ontario.ca/consumer
- British Columbia: Consumer Protection BC, or file a complaint at consumerprotectionbc.ca
- Alberta: Office of Fair Trading, or file a complaint at aft.gov.ab.ca
- Quebec: Office of the Protecteur du consommateur, or file a complaint at protecteurduconsommateur.qc.ca
- Other provinces: Contact your provincial government's consumer protection or fair trading authority directly
File a formal written complaint with copies of your cancellation request, confirmation email, and payment statements. Most provincial authorities will investigate free of charge and can order the company to refund unauthorized charges and pay administrative penalties.
Choosing the right alternative to Liveplan
After you cancel, you may need a replacement business planning or forecasting tool.
| Alternative | Monthly cost (CAD approx.) | Best for | Key difference from Liveplan |
|---|---|---|---|
| Palo Alto Software (Liveplan competitor) | Free - $79/month | Businesses wanting step-by-step guidance with lower entry cost | Free tier available with basic planning features |
| Enloop | Free - $50/month | Startups and nonprofits seeking simple one-page plans | Lighter-weight interface, focus on rapid iteration |
| Valo | $25-$99/month | Businesses needing detailed financial modeling and investor pitch materials | More flexible scenario planning and custom report building |
| QuickBooks Online + Excel | $30-$100/month (QuickBooks only) | Businesses willing to build forecasts within accounting software | Integration is deeper but requires manual forecast setup |
| Planful (formerly Host Analytics) | $200-$5,000+/month | Mid-market and enterprise businesses with complex financial planning | Enterprise-grade performance; overkill for solo founders |
Cancellation checklist before you submit your request
Use this checklist to ensure you have completed all necessary steps before you formally cancel.
- You have exported your complete business plan as a PDF or Excel file.
- You have exported all financial forecasts, including any "what if" scenarios (Premium plan).
- You have saved all investor pitch deck materials and planning notes.
- You have stored all exports in cloud storage or on your computer with clear file names and dates.
- You know your subscription renewal date and plan name (Standard, Premium, Expert).
- You have logged into your Liveplan account and confirmed you can access the "Cancel Subscription" button in settings.
- You have a working email address where you can receive Liveplan's cancellation confirmation.
- You have identified your payment method (credit card, debit card, or PayPal) so you can monitor it for charges.
- You understand whether you are cancelling within or after the 14-day cooling-off period.
- You have decided whether to request a refund under the Consumer Protection Act (if applicable).
Final steps and getting help
Cancelling Liveplan should take no more than 10-15 minutes if you follow the steps above. However, if you encounter resistance from the company or need legal clarification on your consumer rights, at Yafee, we have helped thousands of Canadian consumers cancel subscriptions and resolve billing disputes. Our contract law specialists can review your cancellation confirmation, payment statements, and any correspondence from Liveplan to confirm you are complying with Canadian consumer protection law and to escalate complaints if necessary.
If you have questions about your cancellation rights or need assistance disputing a charge, contact Yafee at yafee.com. We provide clear, professional guidance on your legal obligations and the company's duties under the Consumer Protection Act. Whether you are cancelling due to cost, insufficient features, or a service failure, Yafee ensures you exercise your rights fully and protect your business data throughout the cancellation process.
Cancellation confirmations should be mailed or emailed to:
Liveplan Support
Email: [email protected]
Website: liveplan.com
For disputes or escalation, also file a formal complaint with your provincial consumer protection authority. At Yafee, we can guide you through that process and ensure your complaint is filed correctly and on time.