# LivePlan Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is LivePlan the right Business Plan solution for you? Explore 200 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/142049/LivePlan/reviews --- LivePlan 4.5 (200) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Reviews of LivePlan Ease of use 4.5 Customer Service 4.4 ## Pros and Cons in Reviews Tabitha E Owner-FounderFinancial Services, Self-employedUsed the software for: I used a free trial. “I am also the founder of the Financial Literacy Foundation, so I value tools that help make financial planning easier to explain and easier to understand.“ May 1, 2026 Tabitha E Owner-FounderFinancial Services, Self-employedUsed the software for: I used a free trial. “As a bookkeeper, I have clients who could benefit from this tool, but adding each client individually can become costly. Because of that, it may be harder to use with smaller service-based businesses, trade businesses, or brand-new business owners unless the cost is passed through or included in a larger package.“ May 1, 2026 EJ Eduardo J Strategy AdvisorFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “The platform feels reliable and secure which is essential when working with sensitive business and financial data.“ January 9, 2026 IM Idan M CEOFinancial Services, 2 - 10 employeesUsed the software for: 1-2 years. “here is still no convenient way to import actual data automatically from Excel or Google Sheets (there is CSV which under beta phase)“ June 23, 2025 EJ Eduardo J Strategy AdvisorFinancial Services, 2 - 10 employeesUsed the software for: More than 2 years. “LivePlan delivers strong value across security value for money customer support financial planning and user interface.“ January 9, 2026 GK George K CEOApparel & Fashion, 2 - 10 employeesUsed the software for: I used a free trial. “My card was being charged for 10 months, without a SINGLE MAIL WARNING ME that I am about to be charged 40$/month. Nor a confirmation email that I just paid 40$. I ended up paying them $400 and I didn't even use it once.“ May 15, 2025 AH Amie H Partner and Principal ConsultantInformation Technology and Services, 2 - 10 employeesUsed the software for: I used a free trial. “The software also allows for financial modeling, helping users explore different financial scenarios with ease.“ April 14, 2025 Tabitha E Owner-FounderFinancial Services, Self-employedUsed the software for: I used a free trial. “The main drawback I see is the pricing per entity.“ May 1, 2026 ## Showing most helpful reviews Showing 1-25 of 200 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Mohammed A. Investment Feasibility Analyst E-Learning Used the software for: 2+ years ### "Powerful & User-Friendly, But Lacks Arabic Support & Advanced Customization" May 15, 2025 4.0 Overall, LivePlan has been an excellent tool—simple, fast, and packed with smart features. The interactive dashboards and AI tools transformed how I approach business planning. However, the lack of multilingual support (especially Arabic) and advanced visualization controls keeps it from being perfect. I’d highly recommend it, but with hope for future updates to bridge these gaps! Pros Intuitive and visually appealing interface that makes working with numbers and charts enjoyable. Exceptional reporting tools for creating business plans, financial reports, and presentations quickly. AI-powered features that speed up plan creation by 10x—a game-changer! Cons No native Arabic support, which remains a persistent hurdle despite two years of use. Limited customization for dashboards/charts (e.g., no PowerPoint-like control for dynamic presentations). Switched from [IdeaBuddy](https://www.capterra.com/p/204342/IdeaBuddy/) ideaBuddy is cheaper but doesn't offer as much customization and features as liveplan. Review Source Response from Palo Alto Software July 28, 2025 Mohammed, Thank you so much for taking the time to leave us this review! We greatly appreciate you being a loyal LivePlan customer and I've continued to share your product feedback with our team. These reviews and users sharing their feedback is so important in building future versions of LivePlan. Thank you! Tabitha E. Owner-Founder Financial Services Used the software for: I used a free trial ### "Small Business Owner's real prespective" May 1, 2026 5.0 My overall experience with LivePlan has been positive. I like that it gives entrepreneurs and small business owners a structured way to organize their business goals, budgets, forecasts, and financial planning in one place. As a bookkeeper and founder of B & D Bookkeeping LLC, budgeting is part of the support I provide to clients who need help understanding their numbers and making better financial decisions. I am also the founder of the Financial Literacy Foundation, so I value tools that help make financial planning easier to explain and easier to understand. LivePlan is helpful because it can guide business owners through the planning process instead of leaving them to guess their way through their numbers. It can support budgeting, projections, business planning, and funding preparation, which are all important for entrepreneurs who want to grow with more confidence. The main drawback I see is the pricing per entity. As a bookkeeper, I have clients who could benefit from this tool, but adding each client individually can become costly. Because of that, it may be harder to use with smaller service-based businesses, trade businesses, or brand-new business owners unless the cost is passed through or included in a larger package. Overall, I think LivePlan is a valuable tool for business planning and budgeting. I would love to see a more affordable firm-level or multi-client subscription option for accountants, analysts, and bookkeepers so we can make this type of planning support more accessible to small business owners Pros I really like this feature because part of my business focuses on helping clients create and understand budgets. Many small business owners and individuals need assistance seeing where their money is going, planning ahead, and making better financial decisions. As the founder of B & D Bookkeeping LLC and the Financial Literacy Foundation, I believe budgeting is one of the most important steps toward financial confidence. Tools like LivePlan can help entrepreneurs organize their numbers, think through their goals, and build a clearer plan for the future. This feature is valuable because it supports not only business planning, but also financial education, which is a major part of the work I do with clients and the community. Cons Cons would be the price for each entity. I have clients that could use this. However, as a bookkeeper it can be costly to add all my clients. I think this is something that as an accountant, annalist or bookkeeper should have one package subscription to include with the bookkeeping needs of all of our clients instead of the firm paying or passing on to the clients. The way it is now I can only pass this through to my clients that are larger in size. It is not feasible for the small service, trade, or small business owner just starting out. Alternatives considered [Syft Analytics](https://www.capterra.com/p/161231/Syft-Analytics/) Reason for choosing LivePlan It is actually coming down to cost and functionality. Review Source MN Majid N. CEO Information Technology and Services Used the software for: I used a free trial ### "Terrible Cancelation system and customer service" March 4, 2025 1.0 Pros Part of the business model is making money from unauthorized transactions. Cons I canceled my account a month ago, but my credit card was charged again. I requested a refund, which was denied. Relying on unauthorized charges is a poor business practice. If you cannot handle cancellations online and promptly, then avoid issuing credit cards and stop auto-renewals. When you see there is tons of negative review here and there, you should fix your system. I expect a full refund, as my account shows that I haven’t accessed it in the past 30 days; I'm not using your service. I only tried it for a few days before canceling my account. Review Source Response from Palo Alto Software March 17, 2025 Majid, we're sorry to hear you're frustrated. While we do not ever change cards without authorization, we do hear that after signing up for our subscription service which autorenews on a monthly or annual basis, you were frustrated to see these recurring charges come through. We've spoken with our support team who seems to have worked with you on this issue and hope that an amicable solution was reached. OR Orlando R. President Accounting Used the software for: 1-2 years ### "Excellent business planning software" February 12, 2026 5.0 Pros Is an excellent software and user friendly.Is an excellent software and user friendly.Is an excellent software and user friendly.Is an excellent software and user friendly. Cons You should have rate for CPAs that generate five or less Financial Projections or business plan per year. Review Source Response from Palo Alto Software February 19, 2026 Thank you for your feedback Orlando! We appreciate you being a loyal LivePlan customer and will pass along your feedback to our team! AF Andres F. CEO Founder Marketing and Advertising Used the software for: 2+ years ### "The Greatest Business Plan Software Ever" June 9, 2025 5.0 Overall, I've been using it for over five years. I use it most of the time. It keeps me organized and it's easy to present to others. Pros What I like the most is the ability to see everything in one place. It's like looking at a table of contents. I look for what I'm looking for, see it, then I click on it, and tada, it's there. Exactly what I'm looking for. Cons What I like the least is setting up the outline. Sometimes the drag and drop doesn't work as good as I would like. Sometimes it drops in the wrong place, or it moves slightly, making it hard to manage. Alternatives considered [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) Reason for choosing LivePlan I chose this plan because it offered what I wanted, and it was affordable. However, it was so long ago that I don't remember what I compared it to. Review Source Response from Palo Alto Software June 10, 2025 Andres, thank you so much for taking the time to leave us a review. We so appreciate you being a loyal LivePlan customer and value all the feedback you share. TR Tony R. Owner Automotive Used the software for: Less than 6 months ### "LivePlan changed my game" May 6, 2025 5.0 I was running with it in five minutes. Go, go, go. I typed so much in the first couple of hours. I felt my plan was more cohesive than when it was in my head. The tool helped me uncover some inadequacies in my ideas. Next, I found the LLM-aided text "helper." nice! Then I found the multiple forecasts tool. Pros The financial forecasting tools are top notch. They understand the types of expenses that new businesses like mine need. As an example, they auto-calculated payroll taxes for me. They helped me with multiple forecasts for several situations in which I might find my business - up years, additional customers, and so on. Cons I'd like to be able to swap out the forecasts into the plan and to have key numbers change by forecast, perhaps with a macro like %5YRNIAT. A search and replace feature would be handy. The ability to add sections into the plan would be useful (example: a page to handle trademarks notices etc) Switched from [BizPlanBuilder](https://www.capterra.com/p/145818/BizPlanBuilder/) I want to get VC funding; was told LivePlan is the tool these stakeholders prefer. Review Source Response from Palo Alto Software May 8, 2025 Wow Tony! This! So appreciate you sharing your experience and we're thrilled to hear how LivePlan has helped you forecast and understand your business better - this is what we strive for! Thanks for sharing and we wish you continued luck in your business journey. LV Lazelle V. Lead Strategist Higher Education Used the software for: 1-2 years ### "Positive Experience" March 26, 2025 5.0 Very good. That's the only description for now Pros the prompts and guides for each section is assisting much in formulating my ideas to concrete plans Also the 'rewrite' assistance from AI is much appreciated Cons So far nothing comes to mind. Not necessary to put more words. It means this review boxes are not functional Alternatives considered [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Reason for choosing LivePlan Its more user friendly and has more options i.t.o business plan, projections, forecasting, etc. Review Source Response from Palo Alto Software March 27, 2025 Lazelle, We really appreciate you taking the time to leave us a review and are happy to hear you're enjoying LivePlan. Best of luck to you as you continue your business journey! LB Larry B. Founder and Executive Director Non-Profit Organization Management Used the software for: 1-2 years ### "I love Liveplan" October 14, 2024 5.0 I can't say much more It is an excellent program and if I could show some of the work that I have done for my clients, and you could see their expressions when I present their plan to them, you would be impressed too. Pros I love the fact that it helps me think out my process and directs me in the right direction. It makes me want to learn more and perfect my writing. I have tried a lot of different plans and none compare to live plan. I have been using it for about a year now and it seems to be improving me and itself every time I use it. I highly recommend it to anyone starting or upgrading their business. Cons At this point, I have no complaints. I literally had to study the first time I tried to do the financials because I really didn't know what I was doing. But I kept trying, and then it began to make sense. I think it's important to know what you are doing instead of a program that does it all for you. Liveplan doesn't do everything for you but guides you and in my mind, teaches you. To me it's like a college course in business management. I love it. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) The ease of use with Liveplan. The AI component was a game changer. Review Source Response from Palo Alto Software October 21, 2024 Larry, wow what wonderful feedback to receive. The best thing we can hear is that, by using LivePlan, you have invested in yourself and your personal growth (and your businesses of course, as well). We appreciate you taking the time to leave such thoughtful feedback and hope to continue to support you and your clients as best we can. Retro C. Creator Entertainment Used the software for: 6-12 months ### "Live Plan Taught me new skills on how to build a successful business plan" July 29, 2025 5.0 Overall, my experience with LivePlan was positive. The platform is user-friendly, well-organized, and helped me create a professional business plan with confidence. I especially appreciated the guided steps and built-in financial tools, which made the process much easier. However, I would have liked the option to import data directly from spreadsheets to streamline financial inputs. Despite that, LivePlan gave me a solid foundation to communicate my business vision and goals clearly. Pros I liked how LivePlan made business planning easy with guided steps, clean templates, and clear tools Cons What I liked least was not being able to easily import financial data directly from spreadsheets, which made inputting numbers more time-consuming than necessary. Review Source Response from Palo Alto Software November 25, 2025 Retro, Thank you so much for taking the time to provide us this great feedback, we've passed these details along to our product team and we appreciate you being a LivePlan customer. Best of luck to you in your business adventure! VR Verified Reviewer General Partner Retail Used the software for: 1-2 years ### "Smarter Planning with AI-Powered Insights" August 17, 2025 5.0 LivePlan didn’t just organize my ideas; it transformed them into strategy with its automation and AI-assisted insights. The forecasts and industry comparisons helped me spot things I would have missed, and the way updates ripple through the plan automatically saved me weeks of manual work. It felt less like a template and more like having an advisor at my side. For the price, it’s remarkable value—approachable, secure, and genuinely useful for making smarter decisions. Pros \- Automation that connects the dots across your plan. - AI-assisted benchmarks to give context and confidence. - Easy updates: change one number and the whole plan syncs. - Clean, approachable interface. - Secure data handling. - Helpful, responsive customer support. Cons The first setup took some patience, but once my numbers were in, the automation made updates effortless. Review Source Response from Palo Alto Software November 25, 2025 Wow, "it transformed \[my ideas\] into strategy" - THIS is what we aim for. We're beyond happy to hear you gleaned so much value from our insights (and saved time). We wish you continued success in your business journey and thank you for taking the time to leave us such a kind review! TD Theodore D. Chief Managing Partner Airlines/Aviation Used the software for: 1-2 years ### "TransNav Aviation Review for Business Plan" October 4, 2024 5.0 Been a client for a while with the original Business Plan. A big fan Pros The plan is easy to use in the step by step process for pushing your plan Cons The syncing with Excel is not as easy to to transition without editing the file in excel. Would like more attention on assistance with funding. Alternatives considered [Venngage](https://www.capterra.com/p/168959/Venngage/) Reason for choosing LivePlan Better plan ease of use helpful staff. The plan needs to better integrate with excel Review Source Response from Palo Alto Software October 15, 2024 Thanks for taking the time to leave us a review and share your feedback Theodore. I've already passed along your integration thoughts to our product team, your feedback is critical to making our solution better. Much appreciated. KG Kenny G. Business Advisor Capital Markets Used the software for: 2+ years ### "Love working with LivePlan" September 21, 2024 4.0 I have used, and an approved business advisor and find this product very intuitive, user friendly, and very conducive to its purpose. Pros Outline, AI, report writing and the ability to organize Cons Forecasting ease, adding graphics and importing (API) Alternatives considered [Bizagi](https://www.capterra.com/p/127621/BPM-Suite/) Reason for choosing LivePlan Experience, ease of implementation, and overall function. Review Source Response from Palo Alto Software October 1, 2024 Thanks for your review Kenny! We appreciate and value your feedback! RB Robin B. CEO Information Technology and Services Used the software for: 2+ years ### "LivePlan is a Super Star" November 19, 2024 5.0 Planning ahead requires paying attention to the details. The ability to link my Quickbooks account to my LivePlan account provides reality checks. That allows opportunities to update the Plan on an ongoing basis. Great program. Pros I have used LivePlan for multiple companies. I find it incredibly supportive and easy to navigate. Cons There is nothing that I don't like. LivePlan is an easy program for anyone to use. If you haven't created a financial forecast in the past, it allows you an easy path to follow. As you get better, it gets easier. Review Source Response from Palo Alto Software December 2, 2024 Robin, Thanks so much for taking the time to leave us a review. We value your feedback and are thrilled to hear that integrating your QuickBooks data has allowed you to see the importance of iterative business planning. You're doing awesome work! SS Sam S. Mentor Non-Profit Organization Management Used the software for: 1-2 years ### "Software Review" January 16, 2025 5.0 I thought the software was easy to use and very valuable. Pros I thought the sample plans were extremely valuable. Cons I would like the capability to export the sample plans. Review Source Response from Palo Alto Software January 17, 2025 Thanks for much for taking the time to leave us a review Sam, we appreciate your feedback! WP William P. Owner Food & Beverages Used the software for: 2+ years ### "Father's cafe and Bakery" January 13, 2025 5.0 I have used it for several years now for several different adventures and it has always done us right. Pros I like the way that it does all of the forecasting and calculations for you. I like the format of the plan itself. Cons I am currently having an issue with figuring out how to get the payroll taxes included. Review Source Response from Palo Alto Software January 16, 2025 William, Thank you so much for being a loyal LivePlan customer and for taking the time to leave us a review. We're glad to hear we've supported your many adventures and wish you continued success, always! CH Clarence H. Co-Owner Hospital & Health Care Used the software for: Less than 6 months ### "My First Time Creating a Business Plan" November 13, 2024 5.0 Overall, the experience was excellent. For this being my first time creating a business plan, the layout was perfect. Pros LivePlan was very helpful in assisting me with my business plan for my startup. This was my first time having to create a business plan, and thus I did not know where to begin. LivePlan provided me with step-by-step instructions via their template, which allowed me to write a detailed business plan that I will leverage going forward to manage my business appropriately. I highly recommend this tool, especially if you have never written a business plan. Cons Some of the instructions, especially in the financial section were not quite clear. I had difficulties in the 3rd year revenue section inputting the month-2-month revenue. Review Source Response from Palo Alto Software December 2, 2024 Clarence, Thank you for taking the time to leave us a review and we are so happy to hear LivePlan was integral to helping you create your first business plan. We hope you continue to leverage LivePlan to grow your business and we appreciate your support. JMP Jean Maurice P. CEO Information Technology and Services Used the software for: 1-2 years ### "Go LivePlan !" November 12, 2024 5.0 It's a solid 9 out of 10. I'm using it greatly, and it's my top product as CEO for my planning and business plans. Pros It provides very good assistance in writing your business plan and even your sales pitch. The platform is like an assistant that guides you through all necessary sections so you get a well-planned business plan. Cons Not adapted to Mauritius companies, based on US Financial structure Review Source Response from Palo Alto Software November 20, 2024 Jean Maurice, Thank you so much for taking the time to leave us a review. We're ecstatic to hear that you've found LivePlan useful to your business. We appreciate your continued support! SK Sezer K. Founder Financial Services Used the software for: Less than 6 months ### "Experience with LivePlan" November 28, 2024 5.0 Taking time, but the results will show it is worth it. I did not complete the plan yet. still working. Pros User-friendly and flexible program. I strongly recommend it Cons I am in Turkey, and it is not possible to upload the Accounting data directly. Review Source Response from Palo Alto Software December 6, 2024 Sezer, thank you for taking the time to leave us a review. We appreciate you as a customer and value your feedback. We will pass the note to our product team about accounting data in Turkey and we wish you the best as you wrap up your business plan! MM Mohamed M. CTSO Information Technology and Services Used the software for: 2+ years ### "Bussiness plan for non experties." October 31, 2024 5.0 very easy to deal with, it started with me from scrach Pros up to date with all trend in finance and tecgnology. Cons I did not find any thing missing, all I needed is there. Review Source Response from Palo Alto Software November 7, 2024 Thanks for the wonderful feedback Mohamed. We appreciate you taking the time to leave a review and we value you being a LivePlan customer! JB Jeff B. Founder Retail Used the software for: 1-2 years ### "Honest Review" October 4, 2024 5.0 Loved using it and really help in the beginning stages of start a company. Pros Easy to use, to formulate a plan and pitch. Cons Cost. How often is one changing or updating the business plan. I couldn't justify the cost for something that I use once and revisit seldom for small updates. Review Source Response from Palo Alto Software October 14, 2024 Hi there Jeff, thanks so much for taking the time to leave us a review. We really appreciate your feedback. Being a small business ourselves, we fully believe that business \*planning\* is a continual process - not a one-and-done event. That's why we've built additional features to help business owners better manage their business and cash, by connecting their accounting solutions, doing scenario forecasting, and looking at their cash flow. We'd love to see you back in the future. Thanks again! JV Jeano V. Manager Machinery Used the software for: 6-12 months ### "Well made and managed product" September 13, 2024 5.0 The automated financial calculations have made the process significantly faster and more convenient, reducing much of the strenuous work involved. This improvement has been particularly exciting for me. Pros Very easy to use and well explained throughout the process. Cons So far haven't encountered any stumble blocks. Review Source Response from Palo Alto Software September 17, 2024 Thanks so much for your feedback Jeano, we appreciate you taking the time to leave us a review! BA Bradley A. Founder Food & Beverages Used the software for: 1-2 years ### "Excellent business planning tool, the best I found." September 14, 2024 5.0 Pros Simple and intuitive; easy for anyone to understand and operate. Cons There are possibly too many features in the business plan section, but not really an issue. Review Source Response from Palo Alto Software September 19, 2024 Thanks so much for your review Bradley! So happy to hear you're loving LivePlan! LS Lisa S. CEO Consumer Goods Used the software for: Less than 6 months ### "Easy to Use!" September 26, 2024 5.0 Easy to use platform! I really like how multiple people can contribute at once and it all syncs together. Pros I've really enjoyed using Live Plan. It's made my business planning much more digestible and organized. Cons So far there's nothing that I haven't liked Review Source Response from Palo Alto Software October 7, 2024 Thanks so much for your review Lisa - so happy to hear you're enjoying LivePlan! DM DARREN M. xvzccb Accounting Used the software for: I used a free trial ### " billed for 3 years straight without our knowledge. thanks " September 26, 2024 1.0 Pros i liked the fact, we used this product 1 day and was billed for 3 years straight without our knowledge. thanks Review Source Response from Palo Alto Software October 2, 2024 Darren, We're sorry to hear about your experience and would encourage you to reach out to our customer support team if you haven't already. SL Salvatore L. Owner Farming Used the software for: 6-12 months ### "Why is the truth not being told about this program??" June 12, 2021 1.0 They are trying but they are not being honest with consumers and that's a pitty. Borderline digital scam as its more about controlling their 'image' in the digital space rather then providing a good service. Pros It has a great core structure and the potential to be a highly relevant tool. Cons It does not function well with Xero. If you are not inside the American corporate system you should NOT be using this software. Regardless of what sales teams are saying or what is being pushed by digital teams. This software is another example of forced coercion by the American corporate machine. The site is not user friendly in Australia against our taxation and terminology. The Xero sync does not work I have logged 100s of hours in this system trying to make it work but it's just not user friendly for an every day person like it is touting. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.