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Business Plan Software
LivePlan reviews and summary
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. This software is specifically tailored for small business owners, startups, entrepreneurs, and solopreneurs who need an all-in-one tool to gu...
Best 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.
Starting price
$20.00 Per-Month
Category
Business Plan Software
Vendor
Palo Alto Software
Key takeaways
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.
Quick facts
LivePlan at a glance
Overall rating
4.5/5
Reviews
110
Starting price
$20.00 Per-Month
Vendor
Palo Alto Software
Founded
1988
Location
United States
Category
Business Plan Software
Ratings
LivePlan ratings
Ratings in this section summarize available rating data. Software reviews are shown separately when users submit reviews.
Decision notes
LivePlan pros and cons
Potential strengths
- Guided business plan creation makes financial modeling accessible even for owners without a finance background
- Industry benchmark comparisons let you see how your margins and metrics stack up against peers in the same space
- Dashboard provides a real-time snapshot of key numbers, making it easier to track progress toward goals without digging through spreadsheets
Points to verify
- If you need deep multi-user collaboration or role-based permissions, confirm LivePlan's team features cover your size and structure
- Check whether LivePlan's integrations connect with your accounting software and bank feeds to avoid manual data entry
- If you're seeking investor-ready documents, verify that the output format and level of detail match what your stakeholders expect
Buyer fit
Who uses LivePlan?
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.
Feature research
LivePlan features
These are common features buyers compare in Business Plan Software. Product-specific availability should be confirmed with the vendor.
Customizable Business Blueprints
Pre-designed documents or files that can be adapted or utilized without modification.
Team Collaboration Suite
Features that enable team members to exchange files, message, and co-author projects in real-time.
Data Dashboard
A centralized visual interface featuring charts and graphs to monitor key statistics and performance metrics.
Financial Modeling
Develops mathematical models to represent financial performance and predict future outcomes.
Financial Templates
Provides pre-designed structures for financial documents, simplifying reporting and analysis tasks.
Non-Profit Fundraising Management
Oversee donor relations and activities centered on capital campaigns and fundraising.
Automated Investor Management
Automated system for managing payments and generating reports for investors.
Customizable Sales Decks
Pre-formatted presentation files or decks that can be adapted or utilized directly.
Social Media Distribution
Enable organizations to distribute video content across various social platforms.
Business Plan Guided Creator
A structured guide that assists users through every stage of developing a business plan.
Pricing
LivePlan pricing
Starting price
$20.00 Per-Month
Visit Website
Pricing model: Other
Pricing can change. Confirm current plans and terms with the vendor.
Compare
LivePlan alternatives
Compare LivePlan with other Business Plan Software tools that buyers often evaluate.
Bizplan by BizPlan
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Businessorter revolutionizes business planning by employing a unique, card-sorting methodology that drastically reduces the time and effort required. Instead of starting from a bla...
LaunchPlan by LaunchPlan
LaunchPlan is business plan software characterized by its smart simplicity and action-oriented design. It strips away complexity to provide entrepreneurs and small businesses with...
Upmetrics by upmetrics
Upmetrics is a comprehensive, cloud-based business planning suite designed to streamline the entire planning process from conception to presentation. It offers a wide array of tail...
Planium Pro by Levant Software Technology
Planium Pro is a high-end, professional-grade business planning platform built specifically for advisors, accountants, and consultants serving business clients. It enables these pr...
Business Plan Software by Invest-Tech
This Business Plan Software from Invest-Tech is a structured, all-in-one system designed to produce comprehensive and professional business plans. It functions via a guided wizard...
ayeQ by ayeQ
ayeQ is an AI-enabled Revenue Operations (RevOps) platform designed for B2B enterprises. It focuses on aligning leadership, marketing, sales, and operations around a unified growth...
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FAQ
LivePlan FAQs
No. LivePlan also helps with budgeting, financial forecasting, goal tracking, and comparing your performance to industry benchmarks.
LivePlan is designed to be accessible for small business owners and entrepreneurs who may lack deep financial expertise, offering guided templates and straightforward dashboards.
LivePlan is built for solopreneurs, startups, and small to medium-size businesses, typically with 1 to 50 employees.
Yes. LivePlan includes industry benchmark data that lets you compare your financial metrics against similar businesses in your sector.
LivePlan is cloud-based, accessible through a web browser, so you can work on your plan from anywhere without installing software.
LivePlan offers email help desk, FAQ forum, knowledgebase, phone support, and chat, along with webinars, documentation, and video training.
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