LivePlan Pricing, Features, Reviews & Comparison of Alternatives

LivePlan

Business planning & tracking software

4.6/5 (100 reviews)

LivePlan overview

What is 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.
www.paloalto.com

Pricing

Starting from
$20/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 7 other markets, China, Europe, Germany, India, Latin America, Middle-East and Africa, United Kingdom

Supported languages

English, French, German, Italian, Portuguese, Spanish
LivePlan screenshot: PDF themes can be used and customized to create business plansBusiness Planning Made Easy with LivePlan (w/ Screenshots)LivePlan screenshot: Step-by-step processes are provided to aid users with business planningLivePlan screenshot: Pitch business ideas to investors or lenders with a professional presentationLivePlan screenshot: The Scoreboard tool provides an overview of finances including revenue and expensesLivePlan screenshot: Instructions are provided to guide users with their business planningLivePlan screenshot: Long term plans can be created with sections for each stage of the processBusiness Planning Made Easy

LivePlan reviews

Value for money
Features
Ease of use
Customer support
  4.3
  4.4
  4.5
  4.5
Laurie Schive

Best Planning Software for a Small Start-Up

Used monthly for 1-2 years
Reviewed 2020-01-17
Review Source: Capterra

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!

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Lucy Beck

Good for planning and forecasting, rubbish at Actuals to compare performance against plan

Used monthly for 2+ years
Reviewed 2018-03-28
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Stacey Mobley

Satisfied over the last 10+ Years

Used occasionally for 2+ years
Reviewed 2020-04-01
Review Source: Capterra

The biggest thing for me is that after I created my plan for my current business, going back to see where I made mistakes after I had been open a year allowed me to understand more what I should have done. Luckily, my business is a success, even with my numbers being somewhat off.

Pros
For me, the examples presented allow the user to get a sense what is needed in each section. Help is also valuable when using this software. A Business plan can be difficult to create & with the help, it does answer most of my questions at the time. I have created a couple of plans over the last 10+ years where I had ideas for businesses. I did use this platform for my current business that started in 2012. Going back to view ones business plan does allow them to get a better sense where they might have fell short on predicting income, payroll, etc..

Cons
Overall, I don't think there is CON to using this software. Sure there are some obstacles to overcome, but the help & examples help a lot. I say look at example business plans before one starts.

Response from Palo Alto Software


Thank you so much for leaving a review, Stacey!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Maranda Orando

Decent enough for SMEs

Used weekly for 6-12 months
Reviewed 2020-04-13
Review Source: GetApp

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Jeanette Luytkis

Too expensive

Used occasionally for 2+ years
Reviewed 2020-02-06
Review Source: Capterra

Ok to use but when done with the plan, there is not really a reason to keep paying.

Pros
Easy to use and good help for creating a Business plan

Cons
When you have done the plan it is just there and I have been paying a lot of money for just storing my Business plan for 2 years. Now I have to prioritize what I spend my money on and this is one thing I dont need at the moment.

Response from Palo Alto Software


Thanks for your feedback Jeanette, we appreciate you taking the time to leave it!

Many people keep their subscription long term, because they use the Dashboard feature to track their progress, compare their actual results to their plan, and continually update their plan based on what they've learned from experience.

LivePlan is a great tool in this regard to manage your business if it is already running, or when you begin operations.

LivePlan is also non-contract, so you can use the software for as long as you like, and cancel when you need. So if you need it just to make one plan quickly, you are welcome to cancel when you are finished with no risk. You can also switch a monthly plan to annual billing later to take advantage of the savings offered there if you plan on using it for longer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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LivePlan pricing

Starting from
$20/month
Pricing options
Subscription
View Pricing Plans

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

LivePlan features

API
Activity Dashboard
Collaboration Tools
Customizable Templates
Data Import/Export
Real Time Data
Third Party Integration

Activity Tracking (71 other apps)
Automatic Notifications (59 other apps)
CRM Integration (135 other apps)
Contact Database (71 other apps)
Contact Management (72 other apps)
Email Integration (56 other apps)
Lead Capture (55 other apps)
Lead Management (72 other apps)
Reporting & Statistics (73 other apps)
Sales Analytics (67 other apps)
Sales Reporting (66 other apps)
Search Functionality (75 other apps)
Workflow Management (55 other apps)

Videos and tutorials

Additional information for LivePlan

Key features of LivePlan

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

Benefits

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.