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LivePlan description
LivePlan is business planning software for small businesses and startups. It simplifies creating business plans, building financial forecasts, and tracking performance. LivePlan provides templates, guidance, and automated financial tools to make planning and budgeting easier. It also offers integrations with accounting software like Xero and QuickBooks. LivePlan aims to help businesses secure funding, launch successfully, and achieve growth.
Who is LivePlan best for
LivePlan helps entrepreneurs, startups, and SMBs create business plans, secure funding, and track growth. It offers user-friendly business plan templates, automated financial tools, and performance dashboards. Users appreciate the step-by-step guidance and comprehensive features, but some find the financial tools simplistic and customization limited.
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Best for startups and small to medium-sized businesses (SMBs).
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Suitable for most industries, including Healthcare, Finance, E-commerce, Retail, and more.
LivePlan features
| Supported LivePlan offers visual dashboards to track over 40 KPIs, including revenue and expenses. |
| Supported LivePlan offers a library of over 500 sample business plans for various industries. |
| Supported LivePlan simplifies business plan creation, including executive summaries, market analysis, and financial projections. |
| Supported LivePlan offers AI assistance for content generation and refining financial projections. |
| Supported LivePlan supports performance tracking with its business performance dashboard, which compares actual results with forecasts. |
| Supported LivePlan supports budgeting, forecasting, and what-if analysis. |
LivePlan reviews
We've summarised 155 LivePlan reviews (LivePlan Software Advice reviews, LivePlan GetApp reviews, LivePlan TrustPilot reviews, LivePlan Capterra reviews and LivePlan G2 reviews) and summarised the main points below.
- User-friendly interface simplifies business plan creation.
- Step-by-step guidance and helpful examples make the process accessible to beginners.
- Comprehensive financial forecasting tools automate key calculations.
- Pitch deck creation feature helps summarize business ideas effectively.
- Collaboration features facilitate teamwork on business plans.
- Limited customization for financial reports, impacting detailed analysis.
- Subscription model becomes costly if the tool isn't used regularly.
- Limited integration options with accounting software outside of Xero and QuickBooks.
- Some users find the financial forecasting tools too simplistic for complex businesses.
- Occasional bugs and glitches disrupt the user experience.
LivePlan pricing
The commentary is based on 16 reviews from LivePlan Capterra reviews, LivePlan G2 reviews and LivePlan GetApp reviews.
LivePlan's pricing is a common concern. While some users find it valuable and "worth every penny", others consider it "very expensive" and not justified by its features, especially the financial forecasting limitations. The recent price increase has also drawn criticism.
Users sentiment
See the LivePlan pricing page.
Standard
Includes step-by-step instructions, lender-ready statements, full financial forecast, one-page pitch builder, 550+ sample plans, live onboarding session, AI-powered help, AI-powered financial analysis, industry research, "what if" scenarios, performance dashboards, real-time profit & cash forecasting, export to Excel, and connection to QuickBooks Online & Xero.
Premium
Includes step-by-step instructions, lender-ready statements, full financial forecast, one-page pitch builder, 550+ sample plans, live onboarding session, AI-powered help, AI-powered financial analysis, industry research, "what if" scenarios, performance dashboards, real-time profit & cash forecasting, export to Excel, and connection to QuickBooks Online & Xero.
LivePlan alternatives
UpmetricsBetter for collaboration and offers superior customer service. Upmetrics is growing faster than LivePlan, has more positive reviews, and is a more affordable LivePlan alternative and competitor.Read more
ModeliksBetter for users without financial expertise. Offers superior customer support, ease of use, and reliability. Growing faster than LivePlan. Provides a more positive pricing experience.Read more
AchieveItBetter for larger organizations needing strategic planning and execution. More focused on accountability and progress tracking. AchieveIt is growing faster than LivePlan.Read more
Dploy SolutionsBetter for KPI tracking and performance monitoring for mid-size and large businesses. Focuses on operational performance improvements through data-driven insights and strategic planning. Easier to implement and use.Read more
QuickBooks OnlineBetter for basic accounting, expense tracking, and financial reporting. A more affordable LivePlan alternative.Read more
Panaya Change IntelligenceBetter for enterprise customers managing software changes, especially for SAP, Oracle, or Salesforce systems. Focuses on risk reduction and automated testing during updates and migrations. A strong LivePlan competitor for larger organizations.Read more
LivePlan FAQ
What is LivePlan and what does LivePlan do?
LivePlan is business planning software designed for startups and small to medium-sized businesses. It simplifies business plan creation, financial forecasting, and performance tracking. Using templates and automated tools, LivePlan helps businesses secure funding, launch successfully, and monitor key metrics for growth. It also integrates with Xero and QuickBooks.
How does LivePlan integrate with other tools?
LivePlan integrates with Xero and QuickBooks for seamless financial data transfer. This integration simplifies financial planning and tracking by automatically importing financial information, reducing manual data entry and ensuring accuracy.
What the main competitors of LivePlan?
LivePlan's main competitors include AchieveIt, Modeliks, Rhythm, and PlanGuru. These alternatives offer similar features for business planning, financial forecasting, and performance tracking, catering to various business sizes and needs.
Is LivePlan legit?
Yes, LivePlan is a legitimate business planning software offered by Palo Alto Software. It's a safe and useful tool trusted by many small businesses and startups for creating business plans, financial forecasts, and tracking performance. They offer a 35-day money-back guarantee.
How much does LivePlan cost?
LivePlan offers a Standard plan for $15/month and a Premium plan for $30/month. Both plans include features for creating business plans, financial forecasts, and performance tracking. There's no free plan or trial, but a money-back guarantee is offered.
Is LivePlan customer service good?
Customer reviews on LivePlan's customer service are mixed. While some users initially found the onboarding support helpful, others experienced poor follow-through and difficulty getting timely assistance. Some users even described the service as "generic and automated," lacking personalization.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.