
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
Top 5 alternatives to LivePlan
Key benefits of LivePlan
Devices
Business size
Markets
Australia, Brazil, Canada, China, Germany, United Kingdom, Ireland, India, Netherlands, United States and 5 others
Supported Languages
English, French, German, Italian, Portuguese, Spanish and 1 others
Pricing starting from:
US$20,00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to LivePlan
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Features
Total features of LivePlan: 46
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Reviews
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- Industry: Food & Beverages
- Company size: 11-50 Employees
- Used Monthly for 1+ year
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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!

- 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.
- Industry: Real Estate
- Company size: 2-10 Employees
- Used Daily for 1-5 months
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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.
- Industry: Retail
- Company size: 2-10 Employees
- Used Monthly for 1+ year
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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!

- Industry: E-Learning
- Company size: Self Employed
- Used for 2+ years
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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.
LivePlan FAQs
Below are some frequently asked questions for LivePlan.Q. What type of pricing plans does LivePlan offer?
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.
Q. Who are the typical users of LivePlan?
LivePlan has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500
Q. What languages does LivePlan support?
LivePlan supports the following languages:
English, French, German, Italian, Portuguese, Spanish
Q. Does LivePlan support mobile devices?
LivePlan supports the following devices:
Q. What other apps does LivePlan integrate with?
LivePlan integrates with the following applications:
QuickBooks Online Advanced, Quickbooks Online, Xero
Q. What level of support does LivePlan offer?
LivePlan offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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