Palo Alto Software

LivePlan

4.5 / 5 18 reviews

Who Uses This Software?

LivePlan helps entrepreneurs and small-to-medium size business owners build dynamic business plans and track performance against their goals.


Average Ratings

18 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $19.95/month/user
  • Pricing Details
    $19.95 per month or $139.95 annual
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
  • Support
    Online
    Business Hours

Vendor Details

  • Palo Alto Software
  • www.paloalto.com
  • Founded 1988
  • United States

About This Software

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. Set business goals, compare performance to industry benchmarks, and see all your key numbers in an easy-to-use dashboard so you know exactly what's going on in your business. Less than $20/month.


Product Features

  • Billing & Invoicing
  • CRM
  • Employee Management
  • Financial Management
  • Inventory Management
  • Marketing Management
  • Point of Sale (POS)
  • Purchasing
  • Time & Expense Tracking
  • Training Management
  • Vendor Management

Product Reviews

Love this product!! Not sure how we survived without it.

Jun 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Cost effective. Professional business plan presentations. Very easy to use- just input your company details and it produces a professional plan you are able to present to others. I really like the financial forecasting and budgeting piece of the program.

Cons: I have a difficult time finding much I do not like about this program. The only thing I can think of as a suggestion would be to offer more examples or scenarios within the categories.

A business plan software that anybody can use.

May 19, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: LivePlan is extremely easy to use and straightforward. The options are almost endless. Every aspect of a business plan can easily be addressed and completed with help from the software itself. Everything has an explanation from profit and loss projections to real time profit and loss and that's just one feature. Business summary, analysis, and the executive portfolio are all ready to be put together and turn out very well put together as well as the step by step process of putting together your business plan.

Cons: Limitations on time. Liveplan offers three options: 3 year, 5year, and 10 year projections. Unfortunately it is limited to that time frame which disappoints because other than the time frame, just about everything else is customizable.

Overall: A full business plan, and real projections of what is expected to be spent and what is expected to be made. After the projections the actual real numbers show, when conducted right the projections are accurate.

Business Helper

Jan 27, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Perfect for budgeting and our financials.

Overall: Cheap, easy to use and provided us with a plan that made sense. I don't know how else our business would survive without it.

Beautiful and Well thought out planning software

Jan 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Extremely
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Pros: Easy to Use
Clean Interface
Beautiful Outputs

Cons: Haven't found one yet

Overall: We had always used spreadsheets or free templates until we tried "The business model canvas" we found in a book. Having that structure helped... but not as much as LivePlan.

These guys have been doing this for years and it shows from the thoughtful questions and input fields to the beautiful documents coming out the other end. We now know not to accept anything less when it comes to producing the kinds of documents that we need to get funded and keep on track

Recommendations to other buyers: If you aren't constantly working on it, go month to month and turn it off when not in use.

Vendor Response

by Palo Alto Software on January 13, 2017

Thanks for the kind words, David! We're really glad to hear about how LivePlan has helped your team. If you¿d like to share a success story for your business, we¿d be happy to consider featuring your story on our website. You can share that information here: http://pln.rs/david

Like this product alot

Apr 06, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: I Update my business plan annually. I like the fact that I can "suspend" the monthly billing when I am not actively working on the plan. Saves me a ton of money.

Vendor Response

by Palo Alto Software on January 13, 2017

Thanks for the kind words, Brant! We're really glad to hear about how LivePlan has helped you succeed with lean planning. If you¿d like to share a success story for your business, we¿d be happy to consider featuring your story on our website. You can share that information here: http://paloalto-4.hs-sites.com/pr-opportunities-liveplan