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LivePlan Logo
LivePlan

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Business planning & performance management software

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LivePlan Pricing, Features, Reviews and Alternatives

LivePlan product overview

Price starts from

20

Per month

Flat Rate

What is LivePlan?

LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs.

Key benefits of using LivePlan

  • Browser-based, Mac or PC compatible.

  • Integrate your real accounting data by syncing LivePlan with Quickbooks or Xero

  • Access your business plan anywhere there's internet access. No desktop-installed software is required.

  • Easy collaboration. Get feedback on your plan, pitch, or financials by adding collaborators and guests.

  • All account and plan data is private, secure, saved every few seconds and backed up daily.

  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Email/Help Desk
    Chat
    Knowledge Base
    FAQs/Forum
    Phone Support

    Training options

    Videos
    Webinars
    Documentation

    LivePlan pricing information

    Value for money

    4.3

    /5

    133

    Starting from

    20

    Per month

    Flat Rate

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    LivePlan features

    Functionality

    4.4

    /5

    133

    Total features

    52

    5 categories

    Most valued features by users

    Third-Party Integrations
    Activity Dashboard
    Reporting & Statistics
    API
    Data Import/Export
    Reporting/Analytics
    Real-Time Data
    Collaboration Tools

    Functionality contenders

    LivePlan users reviews

    Overall Rating

    4.5

    /5

    133

    Positive reviews

    91

    %

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.66/10
    Rating distribution

    5

    4

    3

    2

    1

    92

    29

    5

    3

    4

    Pros
    The software has great tools to help along the way. I had never written a business plan before, but using the software made it very easy with plenty of help and examples to create my own.
    Easy to use online and has a very good technical support. It is great that they keep your files or give files to you if you decided to cancel the account, that made me trust LivePlan more.
    This is all-in-one software that helps you organize thoughts, data, expectations and organize everything in a meaningful way that helps you plan, budget and forecast.
    Cons
    You sign in for this trap and get stuck with it. It's designed to skim the time poor customers with their hard earned money as they cannot even cancel the service once they are signed in.
    The reason I stopped using this software is that the reports it generates is difficult for banking and finance professionals to digest.
    It is a little difficult to try and figure out even after watching the tutorials.

    Overall rating contenders

    AR
    AvatarImg

    Verified reviewer

    Leisure, Travel & Tourism, self-employed

    Used other for 1-2 years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Great product to start a business

    Reviewed 4 years ago
    Pros

    Very useful in planning, pitching and eventually starting my business. It supported every element from ideation through to detailed p&l & balance sheet for presentation to investors. The software guides you through how to write your proposal/business plan and then helps you formulate and plan all the revenue & costs you need to think about and plan for. Integration with my online accounting software was pretty helpful too.

    Cons

    I found that for my business the options for calculating revenue and cost of sales were clunky - adding support around these elements in terms of how COS are not necessarily all incurred in the months the product is produced. In my case it can take 3 or 4 months to build the final product - incurring costs along the way. Reporting variance against plan with integrated accounting software is clunky.

    Vendor response

    Thanks for your feedback!

    SM
    AvatarImg

    Stacey M.

    Restaurants, 1-10 employees

    Used other for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Satisfied over the last 10+ Years

    Reviewed 4 years ago

    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.

    Vendor response

    Thank you so much for leaving a review, Stacey!

    AR
    AvatarImg

    Verified reviewer

    Real Estate, 1-10 employees

    Used daily for less than 6 months

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend2/10

    Share this review:

    No Quarter or Semi-annual projection options - only monthly or annual; not practical

    Reviewed 2 years ago

    Customer Service / Chat and Email - The company seems very small. There was no one to respond to questions and a ticket was created. It is not software to be used for a startup business - quarterly reporting is customary and usual in the US. I hope it improves for the benefit of others.

    Pros

    This product may be good for existing business - it could be utilized for other businesses we operate that have an existing track record. However, it is not software to be used for a startup business.

    Cons

    For a startup business looking into sales forecasting, it is highly unusual to post monthly revenues and costs - it is 'overly precise' and a recipe for failure. Quarterly and semi-annual forecasting is absent from the software package. I do not know of businesses which file taxes each month nor annually, but those are the options provided by LivePlan.

    AR
    AvatarImg

    Verified reviewer

    Renewables & Environment, 1-10 employees

    Used monthly for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

    LivePlan Review

    Reviewed 4 years ago

    Software is good but for one job only. If the size of plant change I need to start all over. If it goes back to the initial plan I have to redo it all over again unless I have saved and downloaded the original version.

    Pros

    Easy to use and guide you to what it has to be done.

    Cons

    The fact that you can not make several business plans at the same time for example a business plan for a 300 ton per day plant and a business plan for a 1000 ton per day plant if I am building both plants at the same time.

    Vendor response

    Thanks for the feedback - A standard LivePlan account includes one active company at a time but you can create as many companies as you want. You may archive your current plan, then create a new plan. It's easy to switch back and forth between companies. Here are detailed instructions from the Help Center: Managing your companies, pitches, and plans (https://help.paloalto.com/hc/en-us/articles/115004655828-Managing-your-companies-pitches-and-plans) If...

    LZ
    AvatarImg

    Lauren Z.

    Printing, 1-10 employees

    Used weekly for 6-12 months

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Great product for understanding business

    Reviewed 5 years ago

    This software was amazing for my initial business planning phase. Unfortunately, because I am a franchise I have access to other tools that are integrated with my ordering software and reporting software that automate most of the dashboard and bench-marking features. If this could link up to my other software i would likely come back to it since it is so easy to test out possible business plans and forecasts.

    Pros

    This software helped fill in the gaps for me. I don't have a business background, so purchasing an existing business was a little out of my knowledge comfort zone. This software helped me understand how business works and how my decisions effect the whole picture of my business.

    Cons

    The reason I stopped using this software is that the reports it generates is difficult for banking and finance professionals to digest. My applications for additional funding got delayed because I needed to redo my forcast and business plan in a way that was easier for my finance people to digest.

    Vendor response

    Thank you for your honest feedback, we appreciate it!

    LivePlan FAQs

    Q. What type of pricing plans does LivePlan offer?

    LivePlan has the following pricing plans:
    Starting from: $20.00/month
    Pricing model: Subscription


    Q. Who are the typical users of LivePlan?

    LivePlan has the following typical customers:
    Freelancers, Mid Size Business, Small Business


    Q. What languages does LivePlan support?

    LivePlan supports the following languages:
    English, French, German, Italian, Portuguese, Spanish


    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:
    QuickBooks Online Advanced, QuickBooks Online, Xero


    Q. What level of support does LivePlan offer?

    LivePlan offers the following support options:
    Email/Help Desk, Chat, Knowledge Base, FAQs/Forum, Phone Support

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