LivePlan Features

LivePlan

Business planning & tracking software

4.49/5 (40 reviews)

LivePlan Feature Summary

  • 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
  • Template management
  • Budgeting & forecasting
  • Benchmarking
  • Data visualization
  • Sales forecasting
  • Drag & drop interface
  • Sales charts
  • Graphical data presentation
  • Progress tracking
  • Accounting integration
  • Goal setting / tracking
  • Data import
  • Collaboration tools
  • Commenting
  • Lean planning
  • Secure sharing
  • Data import/export
  • Security & encryption
  • Performance dashboards
  • Milestone scheduling
  • Assignment management
  • Performance reports
  • Dashboard creation
  • Real time data
  • Real time monitoring
  • Project templates
  • Customizable templates
  • Market analysis
  • Financial management
  • Third party integration
  • Collaborative workspace
  • Data synchronization
  • Financial analysis
  • Forecasting
  • Multi-currency
  • Visual analytics
  • To-do list
  • Task management

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CRM Integration (90 other apps)
Collaboration Tools (34 other apps)
Contact Database (40 other apps)
Customizable Templates (30 other apps)
Data Import/Export (31 other apps)
Email Integration (42 other apps)
Lead Capture (33 other apps)
Monitoring (39 other apps)
Opportunity Management (30 other apps)
Quote Management (32 other apps)
Real Time Data (43 other apps)
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Sales Reporting (39 other apps)
Sales Tracking (37 other apps)
Search Functionality (40 other apps)
Third Party Integration (51 other apps)

Competitor Feature Comparison

LivePlan Feature Reviews

22 reviewers had the following to say about LivePlan's features:

Lucy Beck

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

2018-03-28

You cant undo the data import - everything needs deleting manually, and you cant choose which timeframe you import data for.

Pros

You can get into enormous detail if you want or build this up over time as you develop your thought process.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
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Sandy Morgan

Excellent Business Plan Writing and Easy Forecast Models

2018-06-18

Overall the software excellent. I wish I could get my customers to utilize it more on a consistent basis.

Pros

QuickBooks integration and Financial Dashboards are outstanding tools for tracking actual vs. budgeted income and expenses.

Cons

Could have better interface and step-by-step instructions for the assets and liabilities - how the items in QBO relate to LivePlan.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Guy Simcock

Intuitive and highly recommended.

2016-04-23

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.

2015-12-23

This is by far the most simple, the most user friendly, and the most feature-rich option out there.

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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Robert Wanjohi

Best software in financial management

2018-06-04

I can change the structure and model of our business much easier and accurate

Pros

The price set to pay for in order to use the software is friendly There is training on site afforded by the developer There is online support available to help new users

Cons

It is not easy to integrate this software with other business plan software that were available for use by the company before moving into this one

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Helga D.

Simple and easy to use

2012-02-20

The financial sales forecasting tool is very intuitive and makes writing a business plan more fun.

Source: GetApp
2 of 3 people found this review helpful
Helpful?   Yes   No
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Dennis Doherty Jr

A business plan software that anybody can use.

2017-05-19

A full business plan, and real projections of what is expected to be spent and what is expected to be made.

Pros

Everything has an explanation from profit and loss projections to real time profit and loss and that's just one feature.

Cons

Unfortunately it is limited to that time frame which disappoints because other than the time frame, just about everything else is customizable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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David Huck

Beautiful and Well thought out planning software

2017-01-05

We had always used spreadsheets or free templates until we tried "The business model canvas" we found in a book.

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

Response from Palo Alto Software


Thanks for the kind words, David! We're really glad to hear about how LivePlan has helped your team. If you¿d like to share a success story for your business, we¿d be happy to consider featuring your story on our website. You can share that information here: http://pln.rs/david

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John Whelan

Easy to use, with a range of features to create a business plan.

2017-09-22

- Saves Time - While I don't believe in business plans for startups it gives a clear view for established companies

Pros

- The accounting section, input a few numbers and hours of work is saved. - The option to downgrade your account. - Multiple heading and sections to choose from - The option to create a pitch deck

Cons

- Formatting It's hard to track where your information is on the page, ie your last sentence might up on the first line of the next page.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Other

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Amy Gehling

As a novice business plan writer, this helped me make sure I was being thorough in my writing.

2017-10-12

I was able to quickly build a business plan even without having a lot of experience putting one together before, it definitely helped lower the barriers for me to begin writing.

Pros

I loved the financials section, this really helped me create the forecasts needed for my plan. The export feature was also easy to use and produced professional looking documents.

Cons

I think they could provide more use cases and samples based on industry for users new to writing business plans.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Other

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Palo Alto Software


Thank you Amy, we greatly appreciate your feedback!

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Anonymous
(Chemicals company, 201-500 employees)

Very easy to use

2018-04-16

Pros

Easy to use software, well written, it has videos to help guide you thru writing your business plan, export as PDF and much more

Cons

There really isn't much this software can't do as far as business plan creation goes. Haven't found any negatives 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
Source: Capterra
Helpful?   Yes   No
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Renea Hanks

My Go To Software For My Clients

2018-06-01

The ability to provide a workable and successful business plan.

Pros

I can produce a business plan for my clients extremely quick using LivePlan. I have used it on startups and other business types, in different industries.

Cons

The template choices and overall look and feel of the templates I would like to see improved much more.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Other

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Wesley Johnson

Easy way to keep track of a constantly changing business structure

2018-03-18

Pros

This application turned out to be a great tool for that task.

Cons

Perhaps in the future when we expand our business and the potential for a spin off becomes viable we might use this feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Heidi

I completed my business plan in about a week

2013-10-07

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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Jeremy Fischer

Shocking service.

2018-08-27

They have a clean and attractive user interface with helpful guidance.

Pros

It's clean, attractive, and easy-to-use.

Cons

It is subscription based and not cheap, however, I was shocked at how quickly and easily they refunded and cancelled my subscription after my request since I had not used it in over a year (Thanks Chris!)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Other

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Kelly Warner-Camarata

Love this product!! Not sure how we survived without it.

2017-06-07

Pros

Professional business plan presentations. Very easy to use- just input your company details and it produces a professional plan you are able to present to others.

Cons

I have a difficult time finding much I do not like about this program.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Construction company, 501-1000 employees)

Great business plan software

2017-10-16

Pros

Fanstastic software that allows you to create a business plan step by step and offer you hints and tricks. Makes beautiful presentations!

Cons

It's a little costly for the probably one-time use; however, it is extremely useful and provides you with everything you need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Other

Source: Capterra
Helpful?   Yes   No
Read more
Iliana Dimas de Bell

I Loved this software to get my ideas off the ground

2018-09-05

Positive. Once we wrote out a business plan for a project that never got off the ground. I was grateful. Had we not developed the business plan - we would have gone into a very unprofitable venture.

Pros

I think this is a great guide to get you in the planning aspect of any business. It forces you to go through the process and make sure you have clarity in your ideas, so that it all fits together nicely and aligns well.

Cons

I had a hard time going back to the plan - and comparing how i was doing in the forecast.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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crystal wallace

Business Helper

2017-01-27

Cheap, easy to use and provided us with a plan that made sense.

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
Read more
Rachid T.

It helped me create a precise plan

2013-01-20

The financials were so easy to use and I liked knowing the calculations were all correct.

Source: GetApp
5 of 5 people found this review helpful
Helpful?   Yes   No
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John Lynch

Fantastic Product

2012-01-19

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.

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.

Source: GetApp
6 of 6 people found this review helpful
Helpful?   Yes   No
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Anonymous
A verified reviewer

Good Way to Get Started on a Business Plan if You Are Stuck

2017-11-16

Pros

It was much easier to get started than if I had been looking at a blank notepad.

Cons

I didn't really have anything negative to say about this program except that the price feels a bit steep for what you get.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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