About LivePlan

LivePlan is a business plan creation solution, designed for small businesses and entrepreneurs, with step-by-step planning and over 500 sample business plans. At each step of the LivePlan business plan creation process, there are example business plans, video help, and tutorials to aid users in creating their custom business plan. The step-by-step planning method aims to make it easy to create a professional plan to impress audiences. With built in financials, LivePlan does all the math for users automatically including budget creation and forecasting.

The Pitch makes it easy to share a quick one-page overview of business models with lenders, investors, and internal teams - keeping everyone on the same page, without having to share a full business plan document. Easily add a business overview, team members, and milestones, and turn them into a unique infographic with the click of a button.

Budgets and sales forecasts are a critical element to business success, and the LivePlan Scoreboard feature brings those budgets to life. Scoreboard aims to simplify the day-to-day financials, and allows users to see their overall performance compared to plans, all in real time. QuickBooks or Xero users can automatically sync accounting data with their LivePlan business plan for instant access to key business numbers.

Key benefits of LivePlan

  • Browser-based, O/S independent. Build a business using a Mac or PC.

  • Access business plans anywhere with internet access.

  • Easy collaboration; no more emailing files back and forth.

  • Perfect solution for multi-user environments; no desktop-installed software is required.

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

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico

    Supported Languages

    English, French, German, Italian, Portuguese, Spanish

    Images

    PDF themes can be used and customized to create business plans
    Step-by-step processes are provided to aid users with business planning
    Pitch business ideas to investors or lenders with a professional presentation
    The Scoreboard tool provides an overview of finances including revenue and expenses
    Instructions are provided to guide users with their business planning
    Long term plans can be created with sections for each stage of the process
    View 7 more
    LivePlan video
    LivePlan screenshot: PDF themes can be used and customized to create business plans LivePlan screenshot: Step-by-step processes are provided to aid users with business planning LivePlan screenshot: Pitch business ideas to investors or lenders with a professional presentation LivePlan screenshot: The Scoreboard tool provides an overview of finances including revenue and expenses LivePlan screenshot: Instructions are provided to guide users with their business planning LivePlan screenshot: Long term plans can be created with sections for each stage of the process

    Features

    Total features of LivePlan: 37

    • API
    • Accounting Integration
    • Activity Dashboard
    • Assignment Management
    • Benchmarking
    • Budgeting
    • Business Analysis
    • Collaboration Tools
    • Collaborative Workspace
    • Commenting
    • Customizable Templates
    • Dashboard Creation
    • Data Import
    • Data Import/Export
    • Data Synchronization
    • Data Visualization
    • Drag & Drop Interface
    • Financial Analysis
    • Financial Management
    • Forecasting
    • Goal Setting / Tracking
    • Milestone Tracking
    • Multi-Currency
    • Performance Reports
    • Planning Tools
    • Progress Tracking
    • Project Templates
    • Real Time Data
    • Real Time Monitoring
    • SSL Security
    • Sales Forecasting
    • Scenario Planning
    • Strategic Planning
    • Task Management
    • Template Management
    • Third Party Integration
    • Visual Analytics

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    Reviews

    Overall rating

    4,6 /5
    (105)
    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.

    Write a Review!
    Showing 5 reviews of 105
    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.

    Susan W.
    Overall rating
    • Industry: Computer Software
    • 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 10.0 /10

    Just what I needed!

    Reviewed on 2021/01/14

    I cannot imagine wring my plan with without Liveplan! LOVE THIS PRODUCT!

    I cannot imagine wring my plan with without Liveplan! LOVE THIS PRODUCT!

    Pros

    This program walked me through my process and made it as easy as possible to navigate and formulate my strategies. I found other models very difficult, this made business plan wring easy!

    Cons

    None! I am happy with all features and will recommend the program to any entrepreneur!

    Maranda O.
    Overall rating
    • Industry: Accounting
    • Company size: 2-10 Employees
    • Used Weekly for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Decent enough for SMEs

    Reviewed on 2020/04/13

    Overall a good starting point to assist a small business entrepreneur with little or no business...

    Overall a good starting point to assist a small business entrepreneur with little or no business planning experience,should consider more options to integrate with accounting apps and visually biased analytical tools to enable better tracking of post planning perfomance on more devices as well.

    Pros

    I like the ease and simplicity of building the projections and adjusting them with different scenarios.

    Cons

    The write up section is a bit limiting in certain aspects for example there are no font selection options if one wants to change to their company document preferred font style ( Century Gothic) as well as set my paragraphs as justified as opposed to left indented.I cannot import tables and adjust them within the plan document, The graphical representations of the projections are a bit visually limited in color and info graphic presentation options .particularly if one wants a more visual document.It would also be nice to have a quick preview option for the document as u build it without necessarily having to export or down load a pdf to get and idea of how it look in print.

    Pasha S.
    Overall rating
    • Industry: Internet
    • Company size: Self Employed
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    The only business planning software that gets the job done

    Reviewed on 2020/06/03

    It took a few attempts to put together a business plan, but it worked out.

    It took a few attempts to put together a business plan, but it worked out.

    Pros

    This is all-in-one software that helps you organize thoughts, data, expectations and organize everything in a meaningful way that helps you plan, budget and forecast.

    Cons

    It’s needed at the beginning, but not later.

    Showing 5 reviews of 105 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

    - $20 per month (billed monthly), 2 users, 1 active business plan - $15 per month (billed annually)

    LivePlan offers the following features:

    • Accounting integration
    • Assignment management
    • Benchmarking
    • Budgeting & forecasting
    • Build a one-page pitch (visual graphic)
    • Built-in formulas
    • Collaboration tools
    • Collaborative workspace
    • Commenting
    • Customizable design themes
    • Customizable templates
    • Dashboard creation
    • Data import
    • Data import/export
    • Data synchronization
    • Data visualization
    • Drag & drop interface
    • Error checking
    • Expert advice, help and tutorials
    • Export to Word, Powerpoint, or PDF
    • Financial analysis
    • Financial management
    • Forecasting
    • Goal setting / tracking
    • Graphical data presentation
    • Lean planning
    • Market analysis
    • Milestone scheduling
    • Multi-currency
    • Performance dashboards
    • Performance reports
    • Progress tracking
    • Project templates
    • Real time data
    • Real time monitoring
    • Sales charts
    • Sales forecasting
    • Scoreboard financial dashboard
    • Secure sharing
    • Security & encryption
    • Task management
    • Template management
    • Third party integration
    • Visual analytics
    • Xero integration

    LivePlan has the following typical customers:

    Small Business, Public Administrations, Non Profit, Freelancers, Mid Size Business

    LivePlan supports the following languages:

    English, French, German, Italian, Portuguese, Spanish

    We do not have any information about what devices LivePlan supports

    LivePlan integrates with the following applications:

    QuickBooks Online, QuickBooks Online, QuickBooks Online Advanced, QuickBooks Online Advanced, WinWeb, Xero, Xero

    LivePlan offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials

    Related categories

    See all software categories found for LivePlan.