# Page 5 | LivePlan Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of LivePlan ## Showing most helpful reviews Showing 101-125 of 200 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use AC Armando C. CEO Venture Capital & Private Equity Used the software for: 2+ years ### "Short term forecast" May 30, 2023 4.0 Strategic planning is very good, but the formats could be better. Pros i like the easy way the tool helps to achieve a plan. Cons The short term planning is not that easy. I would like a tool for cashflow planning. Review Source TG Thomas G. Owner Accounting Used the software for: 2+ years ### "Live Plan" May 30, 2023 5.0 Great Pros Ease of use and able to easily change parameters Cons wOULD LIKE TO SEE BASIC EVALATION FOR BUSINESS Reason for choosing LivePlan . Review Source MN Manasa N. Assistant Teacher Farming Used the software for: Less than 6 months ### "Business plan " May 31, 2023 5.0 Excellent. Very easy to use and details Pros It provides details in planning with example Cons Some examples use is very hard to understand in the business that I Have Review Source Trevor G. Ceo Environmental Services Used the software for: 2+ years ### "Great" January 12, 2020 5.0 Pros Very easy to put together a professional business plan and slide deck for investor presentations. Cons Monthly fee. Expensive during times we weren't actually using it Review Source Response from Palo Alto Software January 21, 2020 Thanks for taking the time to review LivePlan, we really appreciate it Trevor! Seyi O. ENTREPRENEUR Farming Used the software for: 1-2 years ### "EXCELLENT PRODUCT" February 19, 2020 5.0 Farm setup business plan Pros I like the reviews form the pitch and the task reminders some days before it is to happen. It is simple t use if one just follows every direction and guide provided. Cons You can only work online. If it can be designed in such a way that you work offline and then upload online, that would be nice. Anyway that's my thought. Review Source Response from Palo Alto Software March 9, 2020 Thanks for leaving feedback Seyi! VR Verified Reviewer CEO Real Estate Used the software for: Less than 6 months ### "No Quarter or Semi-annual projection options - only monthly or annual; not practical" May 5, 2022 2.0 Customer Service / Chat and Email - The company seems very small. There was no one to respond to questions and a ticket was created. It is not software to be used for a startup business - quarterly reporting is customary and usual in the US. I hope it improves for the benefit of others. Pros This product may be good for existing business - it could be utilized for other businesses we operate that have an existing track record. However, it is not software to be used for a startup business. Cons For a startup business looking into sales forecasting, it is highly unusual to post monthly revenues and costs - it is 'overly precise' and a recipe for failure. Quarterly and semi-annual forecasting is absent from the software package. I do not know of businesses which file taxes each month nor annually, but those are the options provided by LivePlan. Review Source DD Dennis D. CMA Hospital & Health Care Used the software for: 1-2 years ### "A business plan software that anybody can use." May 19, 2017 5.0 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. 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. Review Source VR Verified Reviewer Tax Advisor & Consultant (Enrolled Agent) Accounting Used the software for: 1-2 years ### "LivePlan - Good Features, Maybe too many" April 23, 2019 4.0 Pros Importing data was very easy. Linking accounts saved a lot of time with data entry. Also, it gives many options for reports and integrates with most other major financial software providers. Cons The cost for where I am at. I don't use it enough to absorb the cost, but if it's a revenue generating component of the services a business provides it would be a useful tool. Review Source SB Stephen B. CEO Human Resources Used the software for: 2+ years ### "Live plan" July 21, 2022 4.0 Experience has been wonderful. Pros Ease of use, accuracy and a monthly tool. Cons Still uses current month and year as new month. Review Source VR Verified Reviewer Administrative Support Retail Used the software for: 2+ years ### "Useful and Easy to Use" May 19, 2019 5.0 Pros This software was instrumental in planning and writing our business plan. Cons The price can be prohibitive and at times having more description under each category would help. Review Source Joseph W. Owner Accounting Used the software for: Less than 6 months ### "Great software " July 31, 2023 5.0 Pros The ease of use; being able to input things simply Cons The financial model tools (copying or increasing percentage) could be improved to make ease of use a bit easier Review Source JB Jan B. Cfo Medical Devices Used the software for: 2+ years ### "Live plan review EE , not to short" September 6, 2022 3.0 Error free budgetting Pros User friendly, structured, easy to deploy Cons Inflexibel, not exportable to Excel, output too rigid structured Alternatives considered [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reason for choosing LivePlan Excel is error sensitive Review Source VR Verified Reviewer CEO Sports Used the software for: 2+ years ### "Great Place to Start!" March 11, 2020 5.0 Pros Gave me a great starting point and really helped me pull all my ideas together and put them on paper. Gave my unorganized mess of thoughts a centralized purpose and way of expressing it. Cons Implementation of NDA/Legal documentation within the system and management of those would be spectacular. I would love to have standardized NDA templates to go off of when developing this from the team. Review Source Response from Palo Alto Software March 27, 2020 Thanks for leaving a review - we really appreciate the feedback! Robert W. Production Assistant Used the software for: 6-12 months ### "Best software in financial management " June 4, 2018 4.0 I can change the structure and model of our business much easier and accurate Pros The price set to pay for in order to use the software is friendly There is training on site afforded by the developer There is online support available to help new users Cons It is not easy to integrate this software with other business plan software that were available for use by the company before moving into this one Review Source Eli G. Vice President Construction Used the software for: 6-12 months ### "Live Plan " December 3, 2019 4.0 Pros Relatively easy to use. Live Plan gives you a good look, at the viability, of a business opportunity. I have used it several different time to help make sound business decisions . Easy to cancel when you no longer need it. They even send you a reminder. I will use it again when the need arises. Cons I don't recall I have not used it in 9 the last 9 months. Review Source Response from Palo Alto Software December 6, 2019 Thanks for the great feedback Eli! MW Miranda W. Commercial Director Management Consulting Used the software for: 6-12 months ### "I especially like the dashboard " April 6, 2019 5.0 Excellent way to stay on top of numbers and / or line up your business for sale. Pros The dashboard gives you nice graphical view of your monthly, quarterly and annual financials. Highly recommended this software especially to SME's that needs to keep on top of cash flow! Cons You can't upload financial figures from a file, only from Xero or Quickbooks Online. No international benchmarking data Review Source DM Daniel M. Director of Sales and Marketing Chemicals Used the software for: 2+ years ### "Making a Business Plan? This is the best software!" January 14, 2020 5.0 The experience was productive and the software is great! Pros I've bought the software recommended by a friend. The software is easy to use, however there are lots of resources that my team has never used. LivePlan was only used to make a couple of Business Plans. It's not the cheapest in the market, however its worth while. Cons It's only possible to open and manage a company at a time without paying an extra fee. Review Source Response from Palo Alto Software January 21, 2020 Thanks so much for your feedback Daniel! Ahmad H. Business Development Manager Information Technology and Services Used the software for: 2+ years ### "null" July 30, 2017 5.0 Review Source Iliana D. Co-Founder Marketing and Advertising Used the software for: 6-12 months ### "I Loved this software to get my ideas off the ground" September 5, 2018 5.0 Positive. Once we wrote out a business plan for a project that never got off the ground. I was grateful. Had we not developed the business plan - we would have gone into a very unprofitable venture. Pros I think this is a great guide to get you in the planning aspect of any business. It forces you to go through the process and make sure you have clarity in your ideas, so that it all fits together nicely and aligns well. Cons I had a hard time going back to the plan - and comparing how i was doing in the forecast. I think that in any project one is extremely positive at getting the right results easily, but that is not the case in reality. That is not the plans fault though. Review Source RA Rosario A. Manager Consumer Services Used the software for: 1-2 years ### "Cash flow Companion" December 27, 2019 5.0 The cash flow report showed me how much funding we would need, and when, in order to keep the doors open. Pros LivePlan gave me the answer I needed to make that go, no go decision to even start a new business by showing me the cash flow I needed, not only to start up but also to operate the business month after month. Cons LivePlan totally met all our needs. The bank loan officer said it was one of the best business plans they have seen, and wished every applicant could submit such a professional document. Review Source Response from Palo Alto Software January 21, 2020 Thanks so much Rosario, we really appreciate you taking the time to review LivePlan! JW John W. Founder Non-Profit Organization Management Used the software for: 1-2 years ### "Easy to use, with a range of features to create a business plan. " September 22, 2017 4.0 \- 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. 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. Review Source AA Angela A. Owners Retail Used the software for: 1-2 years ### "Worth it!" April 12, 2022 5.0 Excellent- working together with our consultant/advisor allowed us to piece together a concrete business plan and presentation we were proud of. Pros This software not only integrates with our QBO, but also by utilizing the professional advisor helped us achieve the reports/business plan we needed to present to the bank. It made us feel confident and secure in our numbers and gave us a clear view of our past, present and future! I highly recommend LivePlan. If you need organization and a business plan and forecast- what are you waiting for? LivePlan makes planning easier! Cons I tried using on my own-it was a struggle- I found working along side a LivePlan advisor made all the difference! Review Source VR Verified Reviewer Business Process Manager Construction Used the software for: 6-12 months ### "Great business plan software" October 16, 2017 5.0 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. Review Source RV Ruben V. Founder, President, CEO Non-Profit Organization Management Used the software for: 2+ years ### "Great Product" November 5, 2019 5.0 Business plan preparation can be overwhelming; however, LivePlan made it easy to build and update our vision and communicate with relative ease. Pros Easy to use Great presentation aesthetics Great tips on use and preparation Cons I have no negative thoughts about this product Review Source Response from Palo Alto Software November 6, 2019 Thanks for your feedback Ruben, we greatly appreciate it! Feel free to reach out if you have more comments or questions! VR Verified Reviewer Founder & development lead Computer Software Used the software for: 6-12 months ### "Business forecast on a whole new level" December 4, 2018 5.0 Pros Its a perfect tool to forecast and plan business financial data. It has a lot of configurations for you to input different types of revenues and expenses. Set your initial balances and even configure EOY taxes. For startups this tool is extremely useful as it will help you forecast the first 1-2 years of operation with ease. Cons The real problem is tracking data of forecast vs real data. Luckly we use xero so we can sync our real data but for some reason, it's not easy to do. There are no reports of any sort that let you export and make specific analysis. 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.