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LivePlan

Business Plans
7 reviews

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Key Features

  • Step by step guidance
  • Easy financial forecasting
  • Fool-proof error checking
  • Over 500 sample template plans
  • Automatic charts and spreadsheets
  • Matches format preferred by banks and lenders
  • Easy export to Word or PDF
  • Expert advice, help and tutorials
  • Built-in formulas
  • Collaborate on a plan
  • Easily build a one-page pitch
  • Scoreboard
  • Access from anywhere (Dekstop, iPad, Mac)
  • Share with advisors or investors
  • Safe and Secure
  • Xero Integration
  • QuickBooks Integration

Overview

LivePlan is the world’s #1 business planning tool, used by over 200,000 small businesses and entrepreneurs.

With step-by-step planning, over 500 sample business plans, and expert guidance at every step, it’s the easiest and fastest way to get your plan done today. No MBA needed.

LivePlan consists of 3 core features, which make it the ultimate business tool.

Business Planning - Pitch - Scoreboard


Business Planning

LivePlan was built from the ground up with simplicity in mind. At each step, there are example business plans, video help, and tutorials to help you avoid writer’s block. The step-by-step planning method makes it easy to create a professional plan that will wow any audience. With built in financials, LivePlan does all the math for you.

Your knowledge about your business, combined with LivePlan's powerful forecasting tools will create a bulletproof business plan.

After 15+ years in the business planning business, we know what lenders are looking for in a business plan. When you use LivePlan, your plan will meet those standards.

Pitch

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

Scoreboard

Budgets and sales forecasts are a critical element to business success. Our new Scoreboard feature brings those budgets to life.

Scoreboard is your new secret weapon for growing your business. It simplifies your day-to-day financials, and let’s you see your overall performance compared to your plan, all in real time. It’s the easiest way to build an intelligent budget and forecast.

If you use QuickBooks or Xero, you can even automatically sync your accounting data with your plan for instant access to your key business numbers.

  track.paloalto.com

Specifications

Intended Users
Freelancers, Mid Size Business, Non Profits, Public Administrations, Small Business
Devices Supported
iPhone-iPad, Linux, Mac, Mobile Web App, Open-source, Web-based, Windows
Supported Countries
Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States
Supported Languages
English
Supported Platforms
Open API, Quickbooks Intuit
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

Pricing

Starting from: $19.95/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

$19.95 per month, 2-users, 3 active business plans

Benefits

Browser-based, O/S independent. Build a business using a Mac or PC!
Access your plan anywhere you have 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
Low monthly per-user price with no commitment or contract

User Reviews

I completed my business plan in about a week

Heidi7th of October, 2013 13:46

Excellent and easy to use!! I completed my business plan in about a week. The bank was impressed by the business plan and I secured my loan. With my initial plan complete, I now have a "compass" to constantly refer back to to keep me on track for growth and remind me of great ideas I intend to pursueThank you so much!

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one of the most professional business plans tool out there

Decan3rd of October, 2013 15:32

Business Plan Pro was definitely a major part in me getting an unsecured loan for the business. The bank said it was one of the most professional business plans they had seen.

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must have for any business owner

tracy26th of September, 2013 04:10

I signed up a few weeks ago with LivePlan. It is such an easy intuitive tool to use and I am really pleased that as a Mac user I now have access to a business planning tool like this.

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Terrible Support...

Dave16th of September, 2013 15:06

Nearly impossible to get good support.. And nearly impossible to cancel the account once you decide to do so..

Response from Palo Alto Software


Hi Dave,

We're very sorry that you were not satisfied with our customer support. Our team here in Oregon strives to provide direct and quick support for any of our customers needs, via phone, chat, online, and email communication. I'd like to personally offer to follow-up to help alleviate your issues.

Based on our call records, we see that someone from your company was able to get through with a question about account cancellation, and successfully cancelled the account less than an hour later. If there's anything else we can do to provide even better support, we would appreciate the opportunity to provide what you need.

In general, from the LivePlan tool to our individual customer service interactions, we make it our mission to help small businesses succeed. Again, we hate to hear of your difficulty, and hope to quickly and conveniently solve your issues.

Thanks, and we hope to hear an update soon, Dave,

--The LivePlan Tem

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It helped me create a precise plan

Rachid T.20th of January, 2013 05:27

I needed to write a business plan for my investors. I was going nuts trying to create charts and properly format them. Then a friend recommended LivePlan! The financials were so easy to use and I liked knowing the calculations were all correct. It helped me create a precise plan to confidently share with investors

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  • · Easy financial forecasting
  • · Fool-proof error checking
  • · Over 500 sample plans
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