LivePlan Pricing, Features, Reviews & Comparison of Alternatives

LivePlan Reviews

LivePlan

Business Plans

4.47/5 (16 reviews)
51,816     3,716

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.
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LivePlan Reviews (16)

Latest reviews

 AMAZING PRODUCT

I don't know how else our business would survive without it. like the fact that I can "suspend" the monthly billing when I am not actively working on the plan. Saves me a ton of money.

Read the full review
Reviewed 14th of February by ferline john

 

 Business Helper

Cheap, easy to use and provided us with a plan that made sense. I don't know how else our business would survive without it.

Read the full review
Reviewed 27th of January by crystal wallace

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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

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

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

LivePlan Pricing

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

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

Competitors Pricing

ProjectionHub

Starting from: $15.00
Pricing model: One-time License

iPlanner.NET

Pricing model: Freemium, Subscription
Free Trial: Available (No Credit Card required)

PlanGuru

Starting from: $99.00
Pricing model: One-time License
Free Trial: Available (No Credit Card required)

Users who visited LivePlan also visited

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

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

Alternatives to LivePlan

Videos

ferline john

AMAZING PRODUCT

14/02/2017

I don't know how else our business would survive without it. like the fact that I can "suspend" the monthly billing when I am not actively working on the plan. Saves me a ton of money.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
crystal wallace

Business Helper

27/01/2017

Cheap, easy to use and provided us with a plan that made sense. I don't know how else our business would survive without it.

Pros

Perfect for budgeting and our financials.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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David Huck

Beautiful and Well thought out planning software

05/01/2017

We had always used spreadsheets or free templates until we tried "The business model canvas" we found in a book. Having that structure helped... but not as much as LivePlan. These guys have been doing this for years and it shows from the thoughtful questions and input fields to the beautiful documents coming out the other end. We now know not to accept anything less when it comes to producing the kinds of documents that we need to get funded and keep on track

Pros

Easy to Use Clean Interface Beautiful Outputs

Cons

Haven't found one yet

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering LivePlan

If you aren't constantly working on it, go month to month and turn it off when not in use.

Source: Capterra
Helpful?   Yes   No
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Guy Simcock

Intuitive and highly recommended.

23/04/2016

Pros

Great guidance notes and examples for each step/module make this an education as well as tool.

Cons

Integration with more accounting platforms would create more choice for compatibility.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Likelihood to recommend

10/10

Recommendations to others considering LivePlan

There is nothing to fear with this; just make sure you check you have good accounting software and ask for compatibility! That's the only real point of improvement for a great system.

Source: Software Advice
Helpful?   Yes   No
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Allan Delmare

Verified Reviewer

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

23/12/2015

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

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
5 of 5 people found this review helpful
Helpful?   Yes   No
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Anonymous
A verified reviewer
Verified Reviewer

A revalation

22/12/2015

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

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
1 of 1 people found this review helpful
Helpful?   Yes   No
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Brant Pallazza

Like this product alot

06/04/2015

I Update my business plan annually. I like the fact that I can "suspend" the monthly billing when I am not actively working on the plan. Saves me a ton of money.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Heidi

I completed my business plan in about a week

07/10/2013

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!

Source: GetApp
6 of 6 people found this review helpful
Helpful?   Yes   No
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Decan

one of the most professional business plans tool out there

03/10/2013

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.

Source: GetApp
3 of 3 people found this review helpful
Helpful?   Yes   No
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Dave

Terrible Support...

16/09/2013

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

Pros

Good vision.

Source: GetApp
10 of 11 people found this review helpful
Helpful?   Yes   No

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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