About LivePlan

LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs.

With step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - creating a professional business plan has never been easier.

No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means your projections and financials are razor accurate.

Share a quick one-page pitch of your business model with lenders, investors, and internal teams - keeping everyone on the same page, without having to share your full business plan document.

Budgets and sales forecasts are a critical element to business success. Bring these numbers to life with LivePlan's performance dashboard. These dashboards simplify your performance and creates impressive charts and graphs automatically.

Sync QuickBooks or Xero with LivePlan to pull in your actual accounting data. Use this data as the foundation for your projections, budgets, and see how your current performance compares to your forecasted plan.

Be a more confident business owner and strategically manage your business from day one and onward with LivePlan.

Pricing starting from:

US$20,00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of LivePlan

  • Browser-based, Mac or PC compatible.

  • Integrate your real accounting data by syncing LivePlan with Quickbooks or Xero

  • Access your business plan anywhere there's internet access. No desktop-installed software is required.

  • Easy collaboration. Get feedback on your plan, pitch, or financials by adding collaborators and guests.

  • All account and plan data is private, secure, saved every few seconds and backed up daily.
  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, China, Germany, United Kingdom, Ireland, India, Netherlands, United States

    Supported Languages

    English, French, German, Italian, Portuguese, Spanish

    Pricing starting from:

    US$20,00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    LivePlan Software - Pitch creation. LivePlan will help you clearly explain who your customers are, what your marketing and sales activities will be, and what your product or service offerings will be.
    LivePlan Software - Step-by-step guidance through each section of your business plan.  LivePlan asks you questions, you provide answers to easily build a professional plan. Instructions & examples help through each step.
    LivePlan Software - Answer a few questions about how you plan to make money and LivePlan's built-in formulas project your cash flow automatically. It's a quick way to create accurate forecasts and budgets.
    LivePlan Software - With LivePlan, you don't have to worry about navigating complex spreadsheets or breaking formulas in Excel. LivePlan takes you step-by-step through the process of creating the powerful financial reports you need for your business plan.
    LivePlan Software - LivePlan's Industry Benchmark data helps you understand your market, so you can make more informed decisions. Enter your industry and location, and you can see at-a-glance how your key performance metrics compare to similar companies.
    LivePlan Software - The LivePlan Dashboard connects directly with your accounting software (QuickBooks and Xero) and sets up your business dashboard automatically - no customization or coding required. No accounting software? You can also enter your data manually.
    View 7 more
    LivePlan video
    LivePlan Software - Pitch creation. LivePlan will help you clearly explain who your customers are, what your marketing and sales activities will be, and what your product or service offerings will be.
    LivePlan Software - Step-by-step guidance through each section of your business plan.  LivePlan asks you questions, you provide answers to easily build a professional plan. Instructions & examples help through each step.
    LivePlan Software - Answer a few questions about how you plan to make money and LivePlan's built-in formulas project your cash flow automatically. It's a quick way to create accurate forecasts and budgets.
    LivePlan Software - With LivePlan, you don't have to worry about navigating complex spreadsheets or breaking formulas in Excel. LivePlan takes you step-by-step through the process of creating the powerful financial reports you need for your business plan.
    LivePlan Software - LivePlan's Industry Benchmark data helps you understand your market, so you can make more informed decisions. Enter your industry and location, and you can see at-a-glance how your key performance metrics compare to similar companies.
    LivePlan Software - The LivePlan Dashboard connects directly with your accounting software (QuickBooks and Xero) and sets up your business dashboard automatically - no customization or coding required. No accounting software? You can also enter your data manually.

    Features

    Total features of LivePlan: 46

    • API
    • Accounting Integration
    • Activity Dashboard
    • Benchmarking
    • Budgeting/Forecasting
    • Business Plan Templates
    • Charting
    • Collaboration Tools
    • Commenting/Notes
    • Customizable Reports
    • Customizable Templates
    • Dashboard
    • Dashboard Creation
    • Data Import/Export
    • Data Visualization
    • Drag & Drop
    • Financial Analysis
    • Financial Management
    • Financial Modeling
    • Financial Templates
    • Forecasting
    • Fundraising Management
    • Goal Setting / Tracking
    • Income & Balance Sheet
    • Investor Management
    • Milestone Tracking
    • Modeling & Simulation
    • Multi-Currency
    • Performance Metrics
    • Pitch Presentation
    • Planning Tools
    • Progress Tracking
    • Project Management
    • Projections
    • Real Time Data
    • Reporting & Statistics
    • Reporting/Analytics
    • Sales Forecasting
    • Scenario Planning
    • Social Sharing
    • Step-by-Step Wizard
    • Strategic Planning
    • Task Management
    • Template Management
    • Third Party Integrations
    • Visual Analytics

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    Reviews

    Overall rating

    4,5 /5
    (112)
    Value for Money
    4,2/5
    Features
    4,4/5
    Ease of Use
    4,4/5
    Customer Support
    4,4/5

    Already have LivePlan?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 112
    Laurie S.
    Overall rating
    • Industry: Food & Beverages
    • Company size: 11-50 Employees
    • Used Monthly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Likelihood to recommend 10.0 /10

    Best Planning Software for a Small Start-Up

    Reviewed on 2020/01/17

    LivePlan helped me create a workable, realistic strategic plan. After one year in business, I...

    LivePlan helped me create a workable, realistic strategic plan. After one year in business, I revisited the plan and saw that my projections on revenue, margins and start up costs were spot on, thanks in part to this great software tool. I recommended it it to several prospective bakery owners as a well-priced tool to start turning their dream into a viable business reality.

    Pros

    Live Plan was perfect for my needs - it helped me shape my strategic plan and think through my start-up capital requirements and revenue projections. I loved that it gave me some industry benchmarks and suggested budget items (like employee payroll liabilities) I hadn't thought of. The templates were also very helpful to show me what a plan should look like.

    Cons

    I didn't like that the software didn't highlight at the beginning how to coordinate between my LivePlan line items and my Quick Bookls like items. It made using the review feature (to compare projections with performance) more difficult to use.

    Response from Palo Alto Software

    Thank you so much for the feedback Laurie - we greatly appreciate it!

    Lucy B.
    Overall rating
    • Company size: 11-50 Employees
    • Used Monthly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Good for planning and forecasting, rubbish at Actuals to compare performance against plan

    Reviewed on 2018/03/28

    Checked my business plan was viable, helped me clarify my thought processes. Gave me something to...

    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.

    Verified Reviewer
    Overall rating
    • Industry: Real Estate
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 2.0 /10

    No Quarter or Semi-annual projection options - only monthly or annual; not practical

    Reviewed on 2022/05/05

    Customer Service / Chat and Email - The company seems very small. There was no one to respond to...

    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.

    Angela A.
    Overall rating
    • Industry: Retail
    • Company size: 2-10 Employees
    • Used Monthly for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Worth it!

    Reviewed on 2022/04/12

    Excellent- working together with our consultant/advisor allowed us to piece together a concrete...

    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!

    Jeanette L.
    Overall rating
    • Industry: E-Learning
    • Company size: Self Employed
    • Used for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Too expensive

    Reviewed on 2020/02/06

    Ok to use but when done with the plan, there is not really a reason to keep paying.

    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.

    Response from Palo Alto Software

    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.

    Showing 5 reviews of 112 Read all reviews

    LivePlan FAQs

    Below are some frequently asked questions for LivePlan.

    LivePlan offers the following pricing plans:

    • Starting from: US$20,00/month
    • Pricing model: Subscription
    • Free Trial: Not Available

    Packages available in Monthly and Annual Subscriptions. LivePlan Standard Includes: - Step-By-Step Instructions - Automatic Financial Statements - Full Financial Forecast - One-Page Pitch Builder - 500+ Sample Plans LivePlan Premium Includes everything in Standard, plus: - Industry Benchmark Data - Financial Forecast Scenarios - Performance Dashboards - Milestone Planner - LiveForecast - Syncs with Xero & QuickBooks All subscriptions come with a 35-day money-back guarantee.

    LivePlan has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500

    LivePlan supports the following languages:

    English, French, German, Italian, Portuguese, Spanish

    LivePlan supports the following devices:

    LivePlan integrates with the following applications:

    QuickBooks Online Advanced, Quickbooks Online, Xero

    LivePlan offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

    Related categories

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