LivePlan Features

LivePlan

Business planning & tracking software

4.6/5 (100 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
  • 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

Competitor Feature Comparison

"What If" Scenarios
API
Accounting Integration
Activity Dashboard
Assignment Management
Benchmarking
Budgeting
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Drag & Drop Interface
Financial Analysis
Financial Management
Forecasting
Goal Setting / Tracking
Milestone Tracking
Multi-Currency
Performance Reports
Planning Tools
Progress Tracking
Project Templates
Projections
Real Time Data
Real Time Monitoring
SSL Security
Sales Forecasting
Scenario Planning
Task Management
Template Management
Third Party Integration
To-Do List
Visual Analytics
Learn moreCompare App
"What If" Scenarios
API
Accounting Integration
Activity Dashboard
Assignment Management
Benchmarking
Budgeting
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Drag & Drop Interface
Financial Analysis
Financial Management
Forecasting
Goal Setting / Tracking
Milestone Tracking
Multi-Currency
Performance Reports
Planning Tools
Progress Tracking
Project Templates
Projections
Real Time Data
Real Time Monitoring
SSL Security
Sales Forecasting
Scenario Planning
Task Management
Template Management
Third Party Integration
To-Do List
Visual Analytics
Visit WebsiteCompare App
"What If" Scenarios
API
Accounting Integration
Activity Dashboard
Assignment Management
Benchmarking
Budgeting
Collaboration Tools
Collaborative Workspace
Commenting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Synchronization
Data Visualization
Drag & Drop Interface
Financial Analysis
Financial Management
Forecasting
Goal Setting / Tracking
Milestone Tracking
Multi-Currency
Performance Reports
Planning Tools
Progress Tracking
Project Templates
Projections
Real Time Data
Real Time Monitoring
SSL Security
Sales Forecasting
Scenario Planning
Task Management
Template Management
Third Party Integration
To-Do List
Visual Analytics
Visit WebsiteCompare App

LivePlan Feature Reviews

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

Anonymous
(Accounting company, 1-10 employees)

LivePlan - Good Features, Maybe too many

2019-04-23

Pros

Importing data was very easy.

Cons

I don't use it enough to absorb the cost, but if it's a revenue generating component of the services a business provides it would be a useful tool.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 1-10 employees)

Business forecast on a whole new level

2018-12-04

Pros

Its a perfect tool to forecast and plan business financial data. It has a lot of configurations for you to input different types of revenues and expenses.

Cons

The real problem is tracking data of forecast vs real data. Luckly we use xero so we can sync our real data but for some reason, it's not easy to do.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Justin Salvetti

Exactly What I was Searching For!

2019-04-25

One piece we will not be using is the pitch feature, but I can see value in startups having the ability to put together comprehensive plans.

Pros

I was never thrilled with Quickbooks dashboard, and LivePlan solved that problem in a very affordable way.

Cons

Setup was easy, and the Quickbooks online mapping worked without much effort on our end.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Maranda Orando

Verified Reviewer

Decent enough for SMEs

2020-04-13

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

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

5/10
Source: GetApp
Helpful?   Yes   No
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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
Read more
Anonymous
(Leisure, Travel & Tourism company, myself only employees)

Great product to start a business

2020-03-31

Pros

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.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Palo Alto Software


Thanks for your feedback!

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David Calvert

LivePlan is a businessman answer to financial planning

2019-10-11

I will be returning to use this software again and again.

Pros

* Ease in Functionality * Forecasting * Report generating * Ease in use

Cons

Nothing it was a great software to use.

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

Response from Palo Alto Software


Thanks for sharing your feedback David, we really do appreciate it.

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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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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
Read more
Anonymous
(Sports company, myself only employees)

Great Place to Start!

2020-03-11

Pros

Gave me a great starting point and really helped me pull all my ideas together and put them on paper. Gave my unorganized mess of thoughts a centralized purpose and way of expressing it.

Cons

Implementation of NDA/Legal documentation within the system and management of those would be spectacular.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Palo Alto Software


Thanks for leaving a review - we really appreciate the feedback!

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Lauren Ziegler

Great product for understanding business

2019-10-16

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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Palo Alto Software


Thank you for your honest feedback, we appreciate it!

Read more
Dakota Bartell

Great product & Great Price

2020-05-21

Pros

I liked how the data interacted with itself in the program.

Cons

Small learning curve, but very easy once you get the hang of it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Mental Health Care company, myself only employees)

LivePlan takes the intimidation out of writing a business plan!

2018-10-07

LivePlan is helping my business grow because I am able to stay organized with goals and milestones as we are meeting them. I can see firsthand what is allowing my company to grow and where we need to make changes to be successful.

Pros

LivePlan helped me with having a template available to build my business plan upon.

Cons

I would like if the software would integrate with my accounting software, that way I can see in realtime how my cash flow is cooresponding with my company goals.

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
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
Read more
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
Read more
William Wilsnagh

LivePlan review

2019-04-06

This a great tool to use with my Clients, adding extra value to them.

Pros

Very useful Dashboard functionality, which gives the user a very good view of their financials

Cons

No option to upload figures from a file if you don't use QuickBooks online or Xero accounts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Miranda Wilsnagh

I especially like the dashboard

2019-04-06

Excellent way to stay on top of numbers and / or line up your business for sale.

Pros

The dashboard gives you nice graphical view of your monthly, quarterly and annual financials.

Cons

No international benchmarking data

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
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
Read more
Tim Schlabach

Excited about LivePlan features!

2019-01-25

I haven't been using LivePlan long, but I have set up my company's financial expectations and goals, and am really happy with the user-friendly, yet comprehensive setup of this software. I believe it will go a long way in assisting me to create a long-term, realistic financial plan for my business!

Pros

I really like all the integrated charts and graphs to help me clearly envision the current status of my financial goals!

Cons

So far, I really like what I see...nothing bad to report!

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rosario Aiuto

Cash flow Companion

2019-12-27

The cash flow report showed me how much funding we would need, and when, in order to keep the doors open.

Pros

LivePlan gave me the answer I needed to make that go, no go decision to even start a new business by showing me the cash flow I needed, not only to start up but also to operate the business month after month.

Cons

LivePlan totally met all our needs. The bank loan officer said it was one of the best business plans they have seen, and wished every applicant could submit such a professional document.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Palo Alto Software


Thanks so much Rosario, we really appreciate you taking the time to review LivePlan!

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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
Read more
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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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: Occasionally

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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Kunal Parekh

Business Plan made easy!

2019-12-08

I needed to create a business plan to seek funding and LivePlan is a very cost effective and powerful method for putting together projections and cash flow. I am very happy with this product and highly recommend to everyone to give it a try!

Pros

Valuable tool for seeking funding and making projections!

Cons

Needs more templates and customization options for the final document.

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

Response from Palo Alto Software


Thanks so much for the great feedback Kunal - we really appreciate it!

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Katie Muller

Great Product

2019-09-05

I have been complimented several times on how neat and precise my business plan is. I have already recommended this to others in my field and will continue to in the future.

Pros

The tools, including other business plan templates, were very beneficial.

Cons

I’m not the best with electronics and technology and this was very easy to access and use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Palo Alto Software


Thanks for the great feedback Katie - we greatly appreciate it!

Read more