LivePlan Overview

LivePlan

By Palo Alto Software

4.6★★★★★(253 Ratings)Write review

What is LivePlan?

LivePlan is a comprehensive, cloud-based business planning and management platform designed to demystify the strategic process for growing companies. It simplifies the creation of business plans, budgets, and financial forecasts while offering robust tools for tracking ongoing performance. A standout feature is its integration of industry benchmarks, allowing users to compare their financial metrics against competitors. All critical data is visualized in an intuitive, easy-to-use dashboard, providing a real-time snapshot of business health and progress toward set goals, all at an accessible monthly price point.

Who it's for:

This software is specifically tailored for small business owners, startups, entrepreneurs, and solopreneurs who need an all-in-one tool to guide their planning and monitor execution. It is ideal for those who may lack deep financial expertise but require a structured, insightful approach to managing their business strategy and finances.

Our verdict:

LivePlan excels as a user-friendly and affordable planning hub. Its combination of guided planning, performance tracking, and benchmark comparisons offers exceptional value, making it a top recommendation for small businesses seeking to plan with confidence and operate with greater clarity.

LivePlan Details

LivePlan Platforms supported

Cloud, SaaS, Web-Based

Desktop Chromebook

Desktop Linux

Desktop Mac

Desktop Windows

Mobile Android

Mobile iPad

Mobile iPhone

On-Premise Linux

On-Premise Windows

LivePlan Support options

Chat

Email Help Desk

FAQ Forum

Knowledgebase

Phone Support

LivePlan Training options

Documentation

Videos

Webinars

In-Person

Live Online

LivePlan Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

LivePlan Pricing

Tiered pricing system

LivePlan Features

Most valued LivePlan features by users

Business Plan Templates

Collaboration Tools

Dashboard

Financial Modeling

Financial Templates

Fundraising Management

Investor Management

Pitch Presentation

Social Sharing

Step-by-Step Wizard

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