Palo Alto Software

LivePlan

4.5 / 5 26 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

26 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 LivePlan

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.


LivePlan Features

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

LivePlan Reviews Recently Reviewed!

Good Way to Get Started on a Business Plan if You Are Stuck

Nov 16, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: It helps you by creating a framework for your plan. It was much easier to get started than if I had been looking at a blank notepad. I have always found that structure helps me tackle tasks when I'm not sure where to start.

Cons: I didn't really have anything negative to say about this program except that the price feels a bit steep for what you get.

Straight-Forward Business Plan Assistance

Nov 14, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: LivePlan provides straight-forward business plan development assistance. It overs suggested wording and information to help users navigate through the sections of the plan and organize their information easily.

Cons: The monthly subscription component, as well as some issues with customization, were challenges with this program.

Great business plan software

Oct 16, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Fanstastic software that allows you to create a business plan step by step and offer you hints and tricks. Makes beautiful presentations!

Cons: It's a little costly for the probably one-time use; however, it is extremely useful and provides you with everything you need.

As a novice business plan writer, this helped me make sure I was being thorough in my writing.

Oct 12, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I loved the financials section, this really helped me create the forecasts needed for my plan. The export feature was also easy to use and produced professional looking documents.

Cons: I think they could provide more use cases and samples based on industry for users new to writing business plans.

Overall: I was able to quickly build a business plan even without having a lot of experience putting one together before, it definitely helped lower the barriers for me to begin writing.

Vendor Response

by Palo Alto Software on October 13, 2017

Thank you Amy, we greatly appreciate your feedback!

Easy to use, with a range of features to create a business plan.

Sep 22, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: - The accounting section, input a few numbers and hours of work is saved.
- The option to downgrade your account.
- Multiple heading and sections to choose from
- The option to create a pitch deck

Cons: - Some heading won't or are difficult to change.
- Formatting It's hard to track where your information is on the page, ie your last sentence might up on the first line of the next page.

Overall: - Saves Time
- While I don't believe in business plans for startups it gives a clear view for established companies.
- Gives a helicopter view of company's future plans.

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: 10.0/10 Not
Likely
Extremely
Likely

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: 8.0/10 Not
Likely
Extremely
Likely

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: 10.0/10 Not
Likely
Extremely
Likely

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: 10.0/10 Not
Likely
Extremely
Likely

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

Intuitive and highly recommended.

Apr 23, 2016
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Great guidance notes and examples for each step/module make this an education as well as tool.

Cons: Integration with more accounting platforms would create more choice for compatibility.

Recommendations to other buyers: There is nothing to fear with this; just make sure you check you have good accounting software and ask for compatibility! That's the only real point of improvement for a great system.

Absolutely the stand-out business plan writing / sales forcasting / start-up tool available.

Dec 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've checked out no fewer than 10 other options. This is by far the most simple, the most user friendly, and the most feature-rich option out there. It's not only the cleanest and best-working (no bugs!), but it actually gives you the tools you need to cover a wide variety of business planning needs. Given the range of functionality (for example, you can do month-by-month sales forecasting for 36 months at the basic price level - something that most other services charge you an arm and a leg to upgrade tiers to gain access to), no other software comes close to this. And the final output of the business plan is SO CLEAN. A nice variety of example plans are available, and the "guided" element of going step-by-step is really actually helpful (instead of prohibitive, as I've found some guided software just takes you too far away from what you should really be focusing your time on).

Pros: Price is very affordable Extremely rich feature set Very flexible Easiest and cleanest user interface Fantastic examples Rich and clean output

Cons: This software really only seems to lack a timeline option - you can't custom map a gantt chart for your project timeline. I had to go to another piece of software to get this element in place. But I used LivePlan for the rest of the business plan.

A revalation

Dec 21, 2015
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support
5 / 5
Value for Money

Comments: I've been using this with my accountant for a couple of months. It is intuitive to use and enormously thought provoking. The structured layout speeds up and stimulates. Highly, highly recommended.

Pros: Ease of use and guidance notes.

Cons: I haven't found it sooner.

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

I completed my business plan in about a week

Oct 07, 2013
4/5
Overall

Comments: Excellent and easy to use!! I completed my business plan in about a week. The bank was impressed by the business plan and I secured my loan. With my initial plan complete, I now have a "compass" to constantly refer back to to keep me on track for growth and remind me of great ideas I intend to pursueThank you so much!

one of the most professional business plans tool out there

Oct 03, 2013
5/5
Overall

Comments: Business Plan Pro was definitely a major part in me getting an unsecured loan for the business. The bank said it was one of the most professional business plans they had seen.

Terrible Support...

Sep 16, 2013
1/5
Overall

Comments: Nearly impossible to get good support.. And nearly impossible to cancel the account once you decide to do so..

Pros: Good vision.

Vendor Response

by Palo Alto Software on September 21, 2013

Hi Dave, We're very sorry that you were not satisfied with our customer support. Our team here in Oregon strives to provide direct and quick support for any of our customers needs, via phone, chat, online, and email communication. I'd like to personally offer to follow-up to help alleviate your issues. Based on our call records, we see that someone from your company was able to get through with a question about account cancellation, and successfully cancelled the account less than an hour later. If there's anything else we can do to provide even better support, we would appreciate the opportunity to provide what you need. In general, from the LivePlan tool to our individual customer service interactions, we make it our mission to help small businesses succeed. Again, we hate to hear of your difficulty, and hope to quickly and conveniently solve your issues. Thanks, and we hope to hear an update soon, Dave, --The LivePlan Tem

It helped me create a precise plan

Jan 20, 2013
5/5
Overall

Comments: I needed to write a business plan for my investors. I was going nuts trying to create charts and properly format them. Then a friend recommended LivePlan! The financials were so easy to use and I liked knowing the calculations were all correct. It helped me create a precise plan to confidently share with investors

Simple and easy to use

Feb 20, 2012
5/5
Overall

Comments: LivePlan is incredibly simple and easy to use. The financial sales forecasting tool is very intuitive and makes writing a business plan more fun. I would highly recommend this product to anybody starting a business or revising their business plan

Fantastic Product

Jan 19, 2012
5/5
Overall

Comments: I really like Liveplan and I still do as I'm using it on a regular basis. Very easy to use, tons of examples in all the sections which is really helpful. I was able to share the plan with my colleague without giving him my login details which I found quite useful as my colleague is located abroad.

Pros: The price!!! I looked around and I think this app beats the others I looked at in terms of price for what is offered. Also the examples were a pro and definitely the financials. I hadn't a clue how to do them previously so that was a big help.

Cons: Nothing I really disliked about it to be honest.

Sep 27, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Sep 02, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality

Aug 30, 2017
1/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Jul 30, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Aug 30, 2016
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Apr 29, 2016
5/5
Overall

Aug 29, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money