LivePlan Pricing, Features, Reviews & Comparison of Alternatives

LivePlan Reviews

LivePlan

Business Plans

4.55/5 (11 reviews)   Write a review
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LivePlan Screenshots (8)

LivePlan screenshot: Business Plan Software   LivePlanssLivePlan screenshot: 1350074073-doc_themesLivePlan screenshot: feature-step-by-stepLivePlan screenshot: pitchLivePlan screenshot: scoreboardLivePlan screenshot: pop_easy_instructionsLivePlan screenshot: browser-laptopLivePlan screenshot: long-term-plan

LivePlan Pricing

Starting from: $19.95/month

Pricing model: Open-source, Subscription

$19.95 per month, 2 users, 1 active business plan

View Pricing Plans

Key Features of LivePlan

  • 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, Powerpoint, or PDF
  • Expert advice, help and tutorials
  • Built-in formulas
  • Collaborate on a plan
  • Easily build a one-page pitch (visual graphic)
  • Customizable design themes
  • Access from anywhere (Desktop, iPad, Mac)
  • Share with advisors or investors
  • Safe and Secure
  • Scoreboard financial dashboard
  • QuickBooks Integration
  • Xero Integration

Security and privacy

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

No
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

LivePlan Overview

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
Linux, Mac, Windows, Web-based, Mobile Web App
Supported Countries
Asia, Australia, Canada, China, Europe, India, Latin America, Middle-East and Africa, United Kingdom, United States
Supported Languages
English
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

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

LivePlan Reviews & Ratings

User ratings

(9)
(1)
(0)
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(1)

Rating summary

Overall rating
Ease of use
Value for money
Customer support

Absolutely the stand-out business plan writing / sales forcasting / start-up tool available.

Verified Reviewer  23rd of December, 2015

Allan Delmare, Marketing Director, Rappahannock Cellars
I've checked out no fewer than 10 other options. This is by far the most simple, the most user friendly, and the most feature-rich option out there. It's not only the cleanest and best-working (no bugs!), but it actually gives you the tools you need to cover a wide variety of business planning needs. Given the range of functionality (for example, you can do month-by-month sales forecasting for 36 months at the basic price level - something that most other services charge you an arm and a leg to upgrade tiers to gain access to), no other software comes close to this. And the final output of the business plan is SO CLEAN. A nice variety of example plans are available, and the "guided" element of going step-by-step is really actually helpful (instead of prohibitive, as I've found some guided software just takes you too far away from what you should really be focusing your time on).

Pros: Price is very affordable Extremely rich feature set Very flexible Easiest and cleanest user interface Fantastic examples Rich and clean output

Cons: This software really only seems to lack a timeline option - you can't custom map a gantt chart for your project timeline. I had to go to another piece of software to get this element in place. But I used LivePlan for the rest of the business plan.

Rating breakdown
Ease of use
Value for money
Customer support

A revalation

Verified Reviewer  22nd of December, 2015

A verified reviewer
I've been using this with my accountant for a couple of months. It is intuitive to use and enormously thought provoking. The structured layout speeds up and stimulates. Highly, highly recommended.

Pros: Ease of use and guidance notes.

Cons: I haven't found it sooner.

Rating breakdown
Ease of use
Value for money
Customer support

I completed my business plan in about a week

7th of October, 2013

Heidi
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!

one of the most professional business plans tool out there

3rd of October, 2013

Decan
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.

must have for any business owner

26th of September, 2013

tracy
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.

Pros: Intuitive available for Mac

Terrible Support...

16th of September, 2013

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

Pros: Good vision.

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

It helped me create a precise plan

20th of January, 2013

Rachid T.
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

Simple and easy to use

20th of February, 2012

Helga D.
LivePlan is incredibly simple and easy to use. The financial sales forecasting tool is very intuitive and makes writing a business plan more fun. I would highly recommend this product to anybody starting a business or revising their business plan

Fantastic Product

19th of January, 2012

jlynch
I really like Liveplan and I still do as I'm using it on a regular basis. Very easy to use, tons of examples in all the sections which is really helpful. I was able to share the plan with my colleague without giving him my login details which I found quite useful as my colleague is located abroad.

Pros: The price!!! I looked around and I think this app beats the others I looked at in terms of price for what is offered. Also the examples were a pro and definitely the financials. I hadn't a clue how to do them previously so that was a big help.

Cons: Nothing I really disliked about it to be honest.

Verified Reviewer  5 days ago

David Witham, Urban Design Consulting

Articles

05 Feb 2013
Most small businesses start with an idea. Business plans add contours and a concrete road map to the idea. Writing a business plan, however, is easier said than done. The task is both arduous and confusing.  This week, we will look at a solution that si

Videos

Frequently used together

Alternatives to LivePlan

Business Plan Pro Premier
  • · Step by step guideance
  • · Easy financial forecasting
  • · Fool-proof error checking
  • · Over 500 sample plans
Visit WebsiteCompare App
Business Plan Pro PremierSales
Business Plan Pro Complete
  • · Step by step guideance
  • · Easy financial forecasting
  • · Fool-proof error checking
  • · Over 500 sample plans
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Business Plan Pro CompleteSales
iPlanner.NET
  • · Business Plan builder
  • · Financial Plan builder
  • · My Team builder
  • · Export to Word, PDF and HTML
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iPlanner.NETFinance & Accounting

FAQs for LivePlan

Below are some frequently asked questions for LivePlan.

Q. What are the main features of LivePlan?

LivePlan offers the following 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, Powerpoint, or PDF
  • Expert advice, help and tutorials
  • Built-in formulas
  • Collaborate on a plan
  • Easily build a one-page pitch (visual graphic)
  • Customizable design themes
  • Access from anywhere (Desktop, iPad, Mac)
  • Share with advisors or investors
  • Safe and Secure
  • Scoreboard financial dashboard
  • QuickBooks Integration
  • Xero Integration

Q. How much does LivePlan cost?

We have the following pricing information for LivePlan:

Starting from: $19.95/month
Pricing model: Open-source, Subscription

Q. Who are the typical users of LivePlan?

LivePlan has the following typical customers:

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

Q. What languages does LivePlan support?

LivePlan supports the following languages:

English

Q. What type of pricing plans does LivePlan offer?

LivePlan has the following pricing plans:

Open-source, Subscription

Q. Does LivePlan support mobile devices?

LivePlan supports the following devices:

Mobile Web App

Q. Does LivePlan offer an API?

Yes, LivePlan has an API available for use.

Q. What other apps does LivePlan integrate with?

LivePlan integrates with the following applications:

Xero, QuickBooks Online

Q. What level of support does LivePlan offer?

LivePlan offers the following support options:

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


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