# Page 3 | LivePlan Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 # Page 3 - Reviews of LivePlan ## Showing most helpful reviews Showing 51-75 of 200 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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. BM Brian M. Project Manager Events Services Used the software for: 2+ years ### "Brian's Review" November 20, 2024 4.0 Very helpful - good questions and suggestions help building up the plan Pros Inutitive and helpful - add's a lot to the appearance of business through Charts Cons I could do with being able to include individual Dept revenue & Expenses Review Source Response from Palo Alto Software December 2, 2024 Brian, thanks for your review. We appreciate you being a LivePlan customer and will pass your feedback onto our product team. AD Anthony D. CEO Construction Used the software for: Less than 6 months ### "Amazing Software!!" October 25, 2024 5.0 Love it, keep up the great work Everyone is responsive and helpful! Pros Amazing piece of software. Must use for anyone attempting to go into business. A proforma alone will not cut it. This software makes it easy to forecast and project with the most important element being cashflow. Great, easy to use! Cons Nothing, works amazing have 0 complaints about the software or the support. Review Source Response from Palo Alto Software November 5, 2024 Thanks so much for your review Anthony, we really appreciate you taking the time to give us feedback and are happy to hear you're enjoying LivePlan! FM Fitsum M. consultant Government Administration Used the software for: Less than 6 months ### "Satisfied User!" April 5, 2025 5.0 Super Awesome!! Liveplan is a time saver, and a professional help to all startups' Pros Live plan, saved and keep saving precious time for me. I have done major progress in my startup's because of LivePlan!! I can't thank enough to the developers of LivePlan! Cons Its structure and AI options to put your thoughts together professionally. Review Source Response from Palo Alto Software April 7, 2025 Fitsum, we love to hear how you're enjoying LivePlan. We appreciate you taking the time to leave a review and wish you the best in your startup adventure. EW Errol W. President Accounting Used the software for: 2+ years ### "Great Value for Money" September 16, 2024 5.0 Increased my value to clients. I really appreciate the efforts of the team to constantly improve the tool. I note the constant improvements, which have only made my client service better. Pros The intuitiveness of the tool and the recently added AI assistance. Seamless syncing with QuickBooks, allowing for better guidance to my clients. Cons No issues. I really have no issues with the tool. Review Source Response from Palo Alto Software September 18, 2024 Errol, thank you for taking the time to leave us a review. We greatly appreciate your feedback and are happy to hear LivePlan has helped you increase the value to your clients - this is what we strive for! Thank you! SW Steven W. Director Management Consulting Used the software for: 1-2 years ### "LivePlan - A Great Business Plan Tool" October 21, 2024 5.0 I build many Business Plans for my clients and find LivePlan to be the easiest solution. Pros A really easy to use platform. The platform links the Business Plan with building a Pitch Deck, creating graphs to easily explain the detail of the plan. Cons The fact you have to pay extra for some functionality around finance is an issue. Review Source Response from Palo Alto Software October 28, 2024 Thanks so much for your review Steven! We appreciate your feedback and you using LivePlan! MR Marcus R. Owner Retail Used the software for: 2+ years ### "Business plan" October 15, 2024 5.0 It was good just got expensive for something I forgot I had didn’t really have an app or something to keep me reminded I had this product until it was time to pay Pros Helped me start a business plan but after that didn’t really do much Cons When I’m not using it kinda forgot about it and it kept charging me. Review Source Response from Palo Alto Software October 23, 2024 Thanks for your feedback Marcus, we really appreciate you taking the time to share your thoughts. We've passed them onto our internal teams. Thanks again! DM Dan M. President Construction Used the software for: Less than 6 months ### "Worth the Investment" September 24, 2024 5.0 Solid & very helpful in pushing past areas where I would have otherwise been confused or stuck in plan development. Pros Provided initial "jumpstart" direction in basic areas of business plan development. Financial projection tables were simple to use & provided a foundation to approach a deeper dive into financial planning & realities. Cons The format was different than the traditional business plan templates I had used in other business development pursuits & LivePlans product required some tweaking. Determining a startup cost breakdown seemed to be a bit more difficult in the forecast section then it probably needed to be. Couldn't download & save with the plan coversheet/title page. Review Source Response from Palo Alto Software October 1, 2024 Thanks for your feedback Dan! We appreciate you sharing your thoughts and value your input! BAW Beverly Ann W. Managing Partner Individual & Family Services Used the software for: 2+ years ### "LivePlan is Fantastic!" October 16, 2024 5.0 I used the platform to gain insights into the various elements of my business plan, pending completion by March 31, 2025. Pros I like the convenience of LivePlan's Dashboard, which allows me to plug in data quickly! Cons The LivePlan platform is fantastic, but it is currently cost-prohibitive. Review Source Response from Palo Alto Software October 23, 2024 Thank you for your thoughtful review Beverly! Best of luck in your business endeavors! KR Kaleb R. owner Entertainment Used the software for: 6-12 months ### "new buisness owner" October 16, 2024 5.0 Pros the assistance that it provides. And the examples that it has so you know as a beginner. Cons Having to type out my buisness plan. and that it is hard to see it as a whole without having to download it. Review Source Response from Palo Alto Software October 23, 2024 Thanks for your feedback Kaleb - we're happy to hear that you've found LivePlan helpful! 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! KY Keith Y. Co-Founder Biotechnology Used the software for: Less than 6 months ### "Probably better for small businesses than for startups" October 28, 2024 4.0 Pros the ai writing helper. the prompts are pretty helpful and it remembers things from earlier questions Cons the powerpoint maker, it might be the worst powerpoint i have ever seen Review Source Response from Palo Alto Software November 6, 2024 Thanks for your review Keith and for your feedback. Rest assured we've passed your feedback onto our product team and are constantly looking to make improvements for our customers! KH KEVIN H. founder Information Technology and Services Used the software for: Less than 6 months ### "Live Plan saves hours of time " September 20, 2024 4.0 very positive, effective and easy to use financials were a breeze once familiar with the setup. Pros Very easy to navigate and has helpful tutorials Cons a bit clunky on admin and not flexible to chage or customize headers we had a diffucult time trying to edit once downlaoded Review Source Response from Palo Alto Software October 2, 2024 Thanks so much for your thoughtful review Kevin! We appreciate your feedback! KE Kelly E. Mill Owner Farming Used the software for: 1-2 years ### "Mostly Great!" September 16, 2024 4.0 I love how easy it makes writing a complicated document. Pros It allows for several different scenerios and is easy to change numbers as you learn and grow. Cons It does not have a Sources and Uses page. This is the most important when asking for money. Review Source Response from Palo Alto Software October 2, 2024 Thanks for your solid feedback Kelly! I've passed your input on to our product team. We appreciate you using LivePlan! 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! RAJ Reynaldo A. J. Founder International Trade and Development Used the software for: 6-12 months ### "Paradigm Shift for LivePlan!" August 23, 2024 4.0 great learning experience! LivePlan, must collaborate with with vetted Venture Fund sources for your captive clients, using LivePlan. Pros Traditionally effective in traditional scenarios of manufacturing and marketing! Cons The Plan was Not applicable or flexible with my Non Venturing business, of Licensing. Meaning, I need financing a sa Viable Start-Up entrepreneur for licencing my Product, versus developing, financing, producing, and marketing my product(s). Review Source Response from Palo Alto Software August 27, 2024 Thank you for your feedback Reynaldo. We appreciate you taking the time to share your thoughts and wish you the best in your business venture! 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! IP Ignacio P. CEO Computer Software Used the software for: 1-2 years ### "You don't need any other solution to get started!" August 31, 2024 5.0 Pros It is very friendly to use and it delivers everything you need to create a great business pitch. Cons It would be great to have a reduce price after the second year of subscription. Review Source VR Verified Reviewer Founder Sporting Goods Used the software for: 6-12 months ### "Very Helpful for Founders Like ME" August 1, 2023 5.0 I avoided writing a formal business plan for my new startup until I found LivePlan. The tool's structure made it very easy for me to bring my ideas and notes from other sources and compile them into a more complete and accurate plan. This helped get my team of advisors and early-stage employees on the same page from the beginning. Pros Putting together the initial Pitch, rather than the entire business plan, made me feel like I could accomplish a critical portion quickly. I still use this Pitch link all of the time. Have also appreciated using the AI tool to expand on my notes and short ideas. Cons Having LivePlan assist me with writing the plan has been awesome, but it took several weeks to get matched with a writer and kickoff the project. Review Source VD Victoria D. Principal Management Consulting Used the software for: 2+ years ### "Thanks for many years of excellence!" July 31, 2023 5.0 Wonderful! (see above) Pros I started my startup consultancy in 1997. Soon after, I bought my first Palo Alto Business Plan Pro disc and spent quality time chatting with Tim about how helpful the financial section was. Since then, I have recommended this program MANY times and am thrilled to be able to recommend it again to whoever reads this review. Live Plan is wonderful, convenient, and worth every penny! Cons I am so used to working with it that I really can't think of anything I dislike. Reason for choosing LivePlan I have been happily using Business Plan Pro for years. Also, Palo Alto Software is a nice, well-run company. Review Source Zelda W. Real Estate Agent Real Estate Used the software for: 2+ years ### "Creates A Professional and Impressive Business Plan " April 20, 2021 5.0 It's a real Business Plan Software --After filling in information, you get to pick a professional colorful cover to add that finishing touch. The finish product is professional, complete with data, graphs and ready to present to any bank or lender as well as executive staff. Pros I like the fact that I don't have to think about the parts of a professional business plan; the software has it all laid out in the order it should be written along with sample templates to use for almost every type business. Cons There is not anything I can think of that I don't like about this software. Review Source Response from Palo Alto Software September 13, 2021 Thank you very much for the feedback, Zelda - we greatly appreciate it! Lucy B. Managing Director Used the software for: 2+ years ### "Good for planning and forecasting, rubbish at Actuals to compare performance against plan" March 28, 2018 4.0 Checked my business plan was viable, helped me clarify my thought processes. Gave me something to measure performance against. Unfortunately doesnt integrate to Zoho Books (as of March 2018), nor is there any opton to import from a CSV or other spreadsheet format. If you are a Xero or QB user you can link to get your actuals for comparison against plan, BUT proceed with caution. You cant undo the data import - everything needs deleting manually, and you cant choose which timeframe you import data for. Its last 2 years plus current year and thats that. So if your business has changed significantly and you only want say last six months dat you cant achieve this Pros Cloud based, easy step by step process for planning for novices. Once you have put in the basics of revenue streams and costs its very easy to play "what if" type questions and see the impact on your forecast. You can get into enormous detail if you want or build this up over time as you develop your thought process. Cons Where the product really falls down is when you want to compare with Actuals. It only connects to Xero and Quick Books and you have no control over the data or time period that it syncs at all - current year plus last two years, which is rubbish if your business has pivoted and you only want the last six months data for example. Whats worse is you cant roll back the sync - you have to manually delete all sync'd data. Further if you dont use Xero or QBooks, there is no option to import from a spreadsheet - so again you need a data entry person to manually enter actual data unless you want to spend ages doing it yourself... Very disappointed as up to this point had liked the platform. Review Source Daniel J. Owner Accounting Used the software for: 1-2 years ### "Overall looked great at first, but then disappointing details." October 31, 2022 4.0 We used the software for a couple of years but in the end decided to move to another provider. Pros The visual reports and ability to write business plans within a set framework Cons Lack of customization of reports and struggling with a few areas such as payroll and fixed assets. Alternatives considered [Spotlight Reporting](https://www.capterra.com/p/159553/Spotlight-Reporting/) Reason for choosing LivePlan Very competitive pricing and appealing reports. Review Source SL Sabrina L. Owner Hospitality Used the software for: Less than 6 months ### "Sabrina's Cleaning Services review" June 27, 2023 5.0 So far, I really enjoy using it. When I get more in depth, it will used more often. Right now I am just trying to get my business plan wrote. Pros I really appreciate that it helps me find my wording. It does all the hard work and I appreciate that so much. Cons Something that I think needs improved is that if you need help there is someone on live chat to help. There might be, but I havent checked yet. Review Source Jeanette L. CEO E-Learning Used the software for: 2+ years ### "Too expensive " February 6, 2020 4.0 Ok to use but when done with the plan, there is not really a reason to keep paying. Pros Easy to use and good help for creating a Business plan Cons When you have done the plan it is just there and I have been paying a lot of money for just storing my Business plan for 2 years. Now I have to prioritize what I spend my money on and this is one thing I dont need at the moment. Review Source Response from Palo Alto Software February 10, 2020 Thanks for your feedback Jeanette, we appreciate you taking the time to leave it! Many people keep their subscription long term, because they use the Dashboard feature to track their progress, compare their actual results to their plan, and continually update their plan based on what they've learned from experience. LivePlan is a great tool in this regard to manage your business if it is already running, or when you begin operations. LivePlan is also non-contract, so you can use the software for as long as you like, and cancel when you need. So if you need it just to make one plan quickly, you are welcome to cancel when you are finished with no risk. You can also switch a monthly plan to annual billing later to take advantage of the savings offered there if you plan on using it for longer. ## 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.