# Page 8 | LivePlan Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of LivePlan ## Showing most helpful reviews Showing 176-200 of 200 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use DW David W. Owner / Designer Design Used the software for: 6-12 months ### "null" April 29, 2016 5.0 Review Source SG Spencer G. Owner Consumer Goods Used the software for: Less than 6 months ### "Stellar way to make a business plan" March 2, 2020 5.0 I had to create business plans to apply for funding. Pros Easy to use and made a GORGEOUS business plan in pretty short order once I had all my ducks in a row. Cons Honestly nothing, this software was easy to use, made a great result and made me look like I could do it over again in a day or less. Review Source Response from Palo Alto Software March 4, 2020 Thanks Spencer - we really appreciate you taking the time to review! Best of luck! SS Steve S. Owner Events Services Used the software for: 6-12 months ### "Great tool for a new business" April 8, 2020 4.0 Overall very pleased with LivePlan, it definitely helped us get our plan off on the right foot. Pros It simplifies the process of building a business plan. Cons Some of the financial portions were limited in the functionality I found I needed. Reason for choosing LivePlan The financial portion was the most helpful since it did the calculations. Review Source SL Steven L. Managing Partner Financial Services Used the software for: 6-12 months ### "Live Plan for an Incubator" April 8, 2020 3.0 It was overall very strong. If we are able to get our incubator off the ground, we will consider using the program again. Pros It was very user friendly. I hope to use it again. Cons As a non-profit, we are trying to work with underrepresented founders and the cost as we expand our services at times is cost-prohibitive. Review Source JB Jeff B. Photographer Photography Used the software for: Less than 6 months ### "Helped me understand cash flow" May 14, 2020 5.0 I didn’t really understand cash flow or financial projections since it felt like was pulling numbers out of no where. This helped me make some sense of that Pros The financial projections were the main reason I used it. Cons I couldn’t tell you I couldn’t tell you I couldn’t tell you I couldn’t tell you Review Source SA Sugumar A. Founder Computer Software Used the software for: Less than 6 months ### "Feedback" September 13, 2019 5.0 Used it for Biz Plan for a start up Pros Ease of use and the plug n play parts made structuring the biz plan easy and we can add on the other parts later as we go along Cons nothing at this moment as I have not fully used the application Review Source Response from Palo Alto Software November 14, 2019 Thank you so much for your feedback! We really do appreciate it Sugumar! HD Helga D. Used the software for: ### "I completed my business plan in about a week" October 7, 2013 4.0 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! Review Source HD Helga D. Used the software for: ### "It helped me create a precise plan" January 20, 2013 5.0 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 Review Source HB Hannelie B. Business Owner Apparel & Fashion Used the software for: Less than 6 months ### "Takes the pain out of business planning" November 8, 2019 5.0 Pros The LivePlan software guides non-financially trained business owners / planners through the process in an extremely sensible and user friendly way. Cons There was nothing I disliked about the software. Review Source Response from Palo Alto Software November 11, 2019 Thank you so much for your feedback! HH Homa H. Personal trainer Hospital & Health Care Used the software for: 6-12 months ### "Easy to use" January 16, 2020 5.0 Pros I like all of the definitions of each section. Cons That it is geared toward US business only. My business plan was for somewhere out if there US. Review Source Response from Palo Alto Software January 21, 2020 Thanks for leaving a review Homa - greatly appreciated! AT Amos T. Director E-Learning Used the software for: Less than 6 months ### "Excellent resource " May 21, 2020 5.0 Excellent overall. Pros This product was very easy to use. It made the business plan process much easier. Cons I liked every aspect of the software. Very easy to download my business plans after creating the individual pages Reason for choosing LivePlan N/A Review Source PK Patrick K. Directof of Communications Information Technology and Services Used the software for: Less than 6 months ### "Business Plan for the first timer" February 11, 2019 5.0 Pros If you have put together a business plan, you know its tedious and hard to get the different parts to show fluidity and cohesion. This tool allowed me to write things and then move the outline around to best show my overall agenda without missing all the bullets I wanted to hit. Cons I wanted assistance from a professional to help with the actual writing and this was additional. I wish they would offer a one time consultation with a professional at some point for every business plan to help when stumped. Review Source MV Mark V. Used the software for: ### "null" June 26, 2018 5.0 Review Source JS Jay S. Specialist, Data Analyst - MRL (Merck Research Lab) Global Development IT Pharmaceuticals Used the software for: ### "null" September 3, 2017 4.0 Review Source HD Helga D. Used the software for: ### "Simple and easy to use" February 20, 2012 5.0 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 Review Source DP Diego P. External Sales Business Supplies and Equipment Used the software for: 6-12 months ### "Thoughts to plan" September 4, 2019 5.0 Great software and easy to do Pros I can simply type in what is and has been in my mind. Cons Only that as a South African the subscription fee for us is expensive. Review Source KR Karen R. Owner Financial Services Used the software for: 6-12 months ### "How it helped me with my business plan" December 18, 2019 5.0 Pros It was easy to use. It had helpful hints throughout. Cons nothing really It was a good experience. Review Source Response from Palo Alto Software December 20, 2019 Thanks for your feedback Karen! We hope you enjoyed using LivePlan! MA Martin A. CFO Accounting Used the software for: 6-12 months ### "Good product " December 21, 2019 4.0 Pros The easy use to produce an IM Easy to drop and drag documents Cons The flexibility to run various financial models Review Source LW Lea W. Owner Used the software for: Less than 6 months ### "Straight-Forward Business Plan Assistance" November 14, 2017 4.0 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. Review Source EK Eva K. manager Hospitality Used the software for: Less than 6 months ### "So much help when in doubt" April 27, 2021 5.0 Pros The guidings are sooo much help. And also are the templates! You do not need to worry about the whole picture, just need to fill in the next field (and there's help too). Cons Well, if you are not getting overwhelmed easily, you can make everything on your own - for free. So there's nothing magic really, in the end, it'll be the same doc, with the same sheets (but you are on your own). Review Source Response from Palo Alto Software September 13, 2021 Thank you so much for leaving feedback, Eva - we greatly appreciate it! Shaun B. Distribution Dispatcher Utilities Used the software for: Less than 6 months ### "null" August 30, 2017 1.0 Review Source AL Andi L. Interior Designer Architecture & Planning Used the software for: Less than 6 months ### "The help I needed creating my business plan!" May 8, 2020 5.0 Pros I was struggling to create a business plan when my coach suggested LivePlan. I appreciated the prompts and the examples that helped me craft a well thought out plan. Cons I struggled with the financial forecast section. I'm bad with numbers, and really just this part in general, so a little more instruction around this area would have been nice. Review Source US Ujjwol S. Used the software for: I used a free trial ### "null" August 29, 2015 5.0 Review Source VC Vince C. Executive Recruiter Hospital & Health Care Used the software for: Less than 6 months ### "null" August 30, 2016 3.0 Review Source CW Chris W. Teacher Used the software for: Less than 6 months ### "Really cool to use." January 18, 2018 4.0 Pros This was a really cool product to sink my teeth into. I liked the features that it presented and customer service support as well. Cons This software is kind of costly and could be reduced. I think that the idea of paying by the year is great though. 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.