LivePlan

4.6 (173)
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Business planning & performance management software

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.


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.

  • Images

    LivePlan Software - Access over 500+ Sample Business Plans
    LivePlan Software - Step-by-step guidance and human support when you need it
    LivePlan Software - Build an impressive pitch in less than 30 minutes
    LivePlan Software - No number crunching or spreadsheets required
    LivePlan Software - Everything lenders and investors will expect to see
    View 6 more
    LivePlan video
    LivePlan Software - Access over 500+ Sample Business Plans
    LivePlan Software - Step-by-step guidance and human support when you need it
    LivePlan Software - Build an impressive pitch in less than 30 minutes
    LivePlan Software - No number crunching or spreadsheets required
    LivePlan Software - Everything lenders and investors will expect to see

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    Reviews

    Overall rating

    4.6 /5
    (173)
    Value for Money
    4.3/5
    Features
    4.4/5
    Ease of Use
    4.5/5
    Customer Support
    4.4/5

    Already have LivePlan?

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

    Showing 5 reviews of 173
    Zelda
    Zelda
    Overall rating
    • Industry: Real Estate
    • Company size: Self Employed
    • Used for 2+ years
    • Review Source

    Overall rating

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

    Creates A Professional and Impressive Business Plan

    Reviewed on 2021/04/20

    It's a real Business Plan Software --After filling in information, you get to pick a professional...

    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.

    Response from Palo Alto Software

    Thank you very much for the feedback, Zelda - we greatly appreciate it!

    Awad
    Overall rating
    • Industry: Education Management
    • Company size: 51–200 Employees
    • Used Monthly for 6-12 months
    • Review Source

    Overall rating

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

    A Helpful Tool for Business Planning

    Reviewed on 2024/09/23

    Overall, LivePlan is a valuable tool for creating and managing business plans. Its user-friendly...

    Overall, LivePlan is a valuable tool for creating and managing business plans. Its user-friendly interface, AI assistance, and flexibility make it a good choice for entrepreneurs and small business owners.

    Pros

    Flexibility: LivePlan offers a high degree of flexibility, allowing users to customize their business plans to suit their specific need, Ease of Use ,AI Assistance:

    Cons

    Limited Integration: While LivePlan does offer some integrations with other tools, it may not integrate seamlessly with all the software and applications that businesses use. This can make it more difficult to manage their business operations.

    Response from Palo Alto Software

    Awad, thank you for taking the time to leave us such solid feedback. I've passed your note on integrations back to our team as we're constantly looking for ways to improve. Thanks again!

    Salvatore
    Salvatore
    Overall rating
    • Industry: Farming
    • Company size: 2–10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 1.0 /10

    Why is the truth not being told about this program??

    Reviewed on 2021/06/12

    They are trying but they are not being honest with consumers and that's a pitty.

    Borderline...

    They are trying but they are not being honest with consumers and that's a pitty.

    Borderline digital scam as its more about controlling their 'image' in the digital space rather then providing a good service.

    Pros

    It has a great core structure and the potential to be a highly relevant tool.

    Cons

    It does not function well with Xero. If you are not inside the American corporate system you should NOT be using this software. Regardless of what sales teams are saying or what is being pushed by digital teams.

    This software is another example of forced coercion by the American corporate machine. The site is not user friendly in Australia against our taxation and terminology. The Xero sync does not work I have logged 100s of hours in this system trying to make it work but it's just not user friendly for an every day person like it is touting.

    Beverly Ann
    Overall rating
    • Industry: Individual & Family Services
    • Company size: Self Employed
    • Used Monthly for 2+ years
    • Review Source

    Overall rating

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

    LivePlan is Fantastic!

    Reviewed on 2024/10/16

    I used the platform to gain insights into the various elements of my business plan, pending...

    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.

    Response from Palo Alto Software

    Thank you for your thoughtful review Beverly! Best of luck in your business endeavors!

    Evandro
    Overall rating
    • Industry: Professional Training & Coaching
    • Company size: Self Employed
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Live Plan pros and cons

    Reviewed on 2024/09/13

    I am a user of the system and I have really enjoyed it and it helps me in my work developing...

    I am a user of the system and I have really enjoyed it and it helps me in my work developing various consulting projects, but some adjustments are needed and some other features need to be added.

    Pros

    Easy to use, good tools, exceptional forecast

    Cons

    When I make a copy of a Business planner to be used as a reference in building another one, the counter for the total number of images I have placed is not reset, thus creating problems for placing new images as the limit is reached very quickly.

    It is not possible to use a copy of a forecast from one plan and copy it to another or to use the outline structure of one plan in another empty plan.

    Response from Palo Alto Software

    Thanks for your review Evandro we appreciate the feedback and are happy to hear you're enjoying LivePlan. I spoke with our customer success team about the issues you shared above, and they noted they have a solution. I'd encourage you to reach out to them here: https://www.liveplan.com/contact-us - they'd be happy to help with your issue!

    Showing 5 reviews of 173 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, QuickBooks Online Advanced, Xero

    LivePlan offers the following support options:

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

    Related categories

    See all software categories found for LivePlan.