--- title: "LivePlan Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of LivePlan. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if LivePlan is a good fit for you!" source_url: "https://www.softwareadvice.com/accounting/liveplan-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [General Ledger Software](https://www.softwareadvice.com/accounting/general-ledger-comparison/) / [LivePlan](https://www.softwareadvice.com/accounting/liveplan-profile/) / LivePlan Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/accounting/liveplan-profile/) Reviews [Alternatives](https://www.softwareadvice.com/accounting/liveplan-profile/alternatives/) # LivePlan User Reviews ## Reviews summary - Overall rating: 4.5/5 - Total reviews: 200 ### Secondary ratings - Ease of use: 4.5/5 - Customer support: 4.4/5 - Value for money: 4.3/5 - Functionality: 4.4/5 ### Rating distribution - 5 stars: 144 reviews (72%) - 4 stars: 40 reviews (20%) - 3 stars: 5 reviews (3%) - 2 stars: 3 reviews (2%) - 1 star: 8 reviews (4%) ### Most mentioned pros - I like that it gives entrepreneurs and small business owners a structured way to organize their business goals, budgets, forecasts, and financial planning in one place. - This feature is valuable because it supports not only business planning, but also financial education, which is a major part of the work I do with clients and the community. - I would love to see a more affordable firm-level or multi-client subscription option for accountants, analysts, and bookkeepers so we can make this type of planning support more accessible to small business owners ### Most mentioned cons - When I make a copy of a Business planner to be used as a reference in building another one, the counter for the total number of images I have placed is not reset, thus creating problems for placing new images as the limit is reached very quickly. - Limited Integration: While LivePlan does offer some integrations with other tools, it may not integrate seamlessly with all the software and applications that businesses use. - It is not possible to use a copy of a forecast from one plan and copy it to another or to use the outline structure of one plan in another empty plan. ## LivePlan customer reviews Showing reviews 1-25 of 200 (page 1). ### Creates A Professional and Impressive Business Plan - Overall rating: 5/5 - Reviewer: Zelda W. - Verified reviewer: Yes - Industry: Real Estate - Company size: Self-Employed - Product usage: Used other for more than 2 years - Reviewed: April 2021 - Review source details: This review was submitted organically. No incentive was offered It's a real Business Plan Software --After filling in information, you get to pick a professional colorful cover to add that finishing touch. The finish product is professional, complete with data, graphs and ready to present to any bank or lender as well as executive staff. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros I like the fact that I don't have to think about the parts of a professional business plan; the software has it all laid out in the order it should be written along with sample templates to use for almost every type business. #### Cons There is not anything I can think of that I don't like about this software. #### Vendor response Thank you very much for the feedback, Zelda - we greatly appreciate it! Replied September 2021 --- ### Overall looked great at first, but then disappointing details. - Overall rating: 4/5 - Reviewer: Daniel J. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used monthly for less than 2 years - Reviewed: October 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We used the software for a couple of years but in the end decided to move to another provider. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Functionality: 4/5 #### Pros The visual reports and ability to write business plans within a set framework #### Cons Lack of customization of reports and struggling with a few areas such as payroll and fixed assets. #### Reasons for choosing LivePlan Very competitive pricing and appealing reports. --- ### Terrible experience/Scam. Charged without a single warning. - Overall rating: 1/5 - Reviewer: George K. - Verified reviewer: Yes - Industry: Apparel & Fashion - Company size: 2-10 employees - Product usage: Used monthly for free trial - Reviewed: May 2025 - Review source details: This review was submitted organically. No incentive was offered Terrible experience. They make money off our forgetfulness. Never used it after the trial. My card was being charged for 10 months, without a SINGLE MAIL WARNING ME that I am about to be charged 40$/month. Nor a confirmation email that I just paid 40$. I ended up paying them $400 and I didn't even use it once. Terrible support. Scam. They make money out of people's forgetfulness. #### Ratings breakdown - Ease of use: 1/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 1/5 #### Pros Absolutely Nothing. Didn't use it. Features were not suitable #### Cons Support. They scammed me for payments they never warned me about. I was "secretely" being charged for almost a year #### Vendor response George, we've seen this duplicate review across various review channels and we've responded across each noting that we're sincerely sorry to hear about your experience. While we never intend to make money off user forgetfulness, we do our best to work with our customers to find suitable resolve. We do send emails at the start of trials and message in-app the trial duration - although we also realize that those things could be missed. Again, as we noted in response to your other reviews, we've passed this feedback onto our suport team. Replied May 2025 --- ### LivePlan Makes Business Planning Effortless – And Even Fun! - Overall rating: 5/5 - Reviewer: Shelli B. - Verified reviewer: Yes - Industry: Law Practice - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: March 2025 - Review source details: This review was submitted organically. No incentive was offered When my husband was considering starting his own law firm, I wanted to put my MBA to good use and develop a comprehensive business plan to determine the necessary start-up funds and his strategic path forward. During my research, I discovered LivePlan, a cloud-based business planning tool, and all I can say is WOW! LivePlan transformed what could have been a complex, time-consuming process into an efficient, intuitive, and even enjoyable experience. It automated years of business education into a step-by-step system that anyone can follow. The platform not only streamlined our planning but also sparked new ideas and scenarios we hadn’t even considered, allowing us to explore different pathways to success. But here’s what truly set LivePlan apart—their customer service. When my husband received an unexpected and incredible job offer, we decided not to move forward with the firm. I reached out to cancel my subscription, and [sensitive content hidden] from LivePlan responded immediately with clear, hassle-free instructions. He even sent a reminder before the next billing period, which is practically unheard of in today’s world of tricky subscription models. It was a refreshing and honest experience. Although we didn’t launch the business, I have no doubt that LivePlan will be my go-to tool when I start my own venture—or if my husband ever revisits his dream. If you're looking for an easy, insightful, and powerful business planning tool with top-notch support, LivePlan is it! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of Use – It turned a complex business planning process into a simple, intuitive experience. Automation – It streamlined what you learned in your MBA into an efficient, step-by-step system. Idea Generation – It prompted new ideas and scenarios you hadn’t considered. Flexibility – It allowed you to experiment with different business strategies to find the best path. Fun Experience – Instead of being tedious, the process was actually enjoyable. Outstanding Customer Service – [sensitive content hidden] responded quickly and made cancellation easy, even sending a reminder before the next billing cycle. Transparency – Unlike many subscription services, LivePlan made it simple to cancel without hassle. Future Use Potential – You fully expect to use it again when starting your own business or if your husband reconsiders #### Cons "My only initial concern was the subscription model—I always worry that canceling will be a hassle or that I won’t follow through and end up paying for something I don’t use. However, to my surprise, LivePlan made cancellation incredibly easy, with prompt customer service and even a reminder before the next billing cycle. What I thought might be a downside turned out to be a refreshing change!" --- ### My Dream: Preparing Children to be Champions! - Overall rating: 5/5 - Reviewer: Carlos H. - Verified reviewer: Yes - Industry: Child Day Care Services - Company size: Self-Employed - Product usage: Used monthly for more than 2 years - Reviewed: June 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, my experience with LivePlan has been very enjoyable. I put in a lot of time, effort and research to write my business plan, and once I finished entering my data, I was very pleased with the outcome. I found the whole experience to be very rewarding! My dream of opening an early learning center will become a reality because of the great help that I got from LivePlan! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros I like how Live Plan walked me step by step through the business planning process! It helped me take my dream of opening an early childhood educational center and write the plans out to make it happen. LivePlan helped me develop my pitch and gave me confidence to present my vision to potential funders and business partners. LivePlan is a software program that is very user friendly. It helped me to take something that is very complex and made it very simple. I have a finished product that I am very proud of! Thank you LivePlan! #### Cons I had some challenges with entering my budget numbers properly so that I could generate accurate financial projections, but after calling customer support, I was able to resolve that issue. #### Vendor response Thank you so much for taking the time to leave us a review Carlos and we are beyond excited to hear about your journey to opening an early childhood education center. What awesome work you are doing. We're cheering for you and wishing you success as you continue on this entrepreneurial journey! Replied June 2025 --- ### User-Friendly Business Planning with Great Features - Overall rating: 5/5 - Reviewer: Idan M. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: June 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, LivePlan is an excellent tool for entrepreneurs and businesses looking for a structured and easy way to create a professional business plan. The interface is clean and intuitive, making planning much less overwhelming. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I liked how user-friendly it was and how it guides you step-by-step in creating a professional business plan. The templates and financial forecasting tools saved a lot of time. #### Cons here is still no convenient way to import actual data automatically from Excel or Google Sheets (there is CSV which under beta phase) #### Vendor response Ida, thank you so much for your feedback - we're happy to hear about your experience with LivePlan and we've passed your feedback onto our product team as we're always looking for ways in which we can improve. Best of luck to you on your continued business journey! Replied June 2025 --- ### Great experience! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Packaging and Containers - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It was a great experience. Writing business plans and doing the projected financial analysis for us made the challenge much easier. Would highly recommend LivePlan. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The fact that it was easy to use and every feature worked to my benefit. Using the AI features helped take us a long way. #### Cons Nothing, the experience with the app was easy, convenient and worked well with the needs of our business plan. #### Vendor response Thank you so much for taking the time to leave us a review! We're so happy to hear about your experience using LivePlan and we wish you the best in your business adventure. Replied August 2025 --- ### Practical development of a business plan - Overall rating: 5/5 - Reviewer: Kgopisho M. - Verified reviewer: Yes - Industry: Renewables & Environment - Company size: Self-Employed - Product usage: Used monthly for more than 2 years - Reviewed: July 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall i am happy with liveplan with the current improvements. With my suggestions as above, that will improve liveplan even more #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros Liveplan is practical. It gives real life practical implementation of a business plan. It is easy to understand and makes writing business plans a joy to do. #### Cons I would prefer liveplan to have prototype examples of different industry business plans, build in to the development area of the app. It will make it even more quicker and worthwhile to develop a business plan. I would also recommend that a template of a project pitch be made available #### Vendor response Thanks so much for taking the time to leave us a review Kgopisho. This is wonderful feedback and we'll pass it along to our development team. We appreciate you being a LivePlan customer and are happy to hear you've had a great experience! Replied July 2025 --- ### Proud customer - Overall rating: 5/5 - Reviewer: Annette S. - Verified reviewer: Yes - Industry: Environmental Services - Company size: 2-10 employees - Product usage: Used daily for less than 6 months - Reviewed: July 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. It taught me everything I needed to know about my business I learned how to set up my website and my payroll #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I'm very happy with LivePlan. It's easy and simple to navigate I was able to put my business together with live plan help #### Cons nothing I love it I have nothing bad to say about LivePlan I think everyone should try it and experience the joy #### Vendor response Annette, thank you so much for taking the time to leave us a review. We're so glad to hear you enjoyed LivePlan and we hope you continue to enjoy our software. Wishing you the best in your business journey. Replied July 2025 --- ### Honey Bees - Overall rating: 5/5 - Reviewer: ANTONIO G. - Verified reviewer: Yes - Industry: Farming - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. The best service your money can buy! Customer very understanding to my needs. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Great Help with my business plan and with face to face online helps. Chat is good also. live-plan you rock !!!! #### Cons Great people working hard for you! Thanks a Million #### Vendor response Antonio, we love to hear it! Thanks for being a LivePlan customer and taking the time to leave us a review. Much appreciated! Replied March 2025 --- ### TransNav Aviation Review for Business Plan - Overall rating: 5/5 - Reviewer: Theodore D. - Verified reviewer: Yes - Industry: Airlines/ Aviation - Company size: 2-10 employees - Product usage: Used weekly for less than 2 years - Reviewed: October 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Been a client for a while with the original Business Plan. A big fan #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros The plan is easy to use in the step by step process for pushing your plan #### Cons The syncing with Excel is not as easy to to transition without editing the file in excel. Would like more attention on assistance with funding. #### Reasons for choosing LivePlan Better plan ease of use helpful staff. The plan needs to better integrate with excel #### Vendor response Thanks for taking the time to leave us a review and share your feedback Theodore. I've already passed along your integration thoughts to our product team, your feedback is critical to making our solution better. Much appreciated. Replied October 2024 --- ### Business Planning made Easy the LivePlan way - Overall rating: 5/5 - Reviewer: Jonathan B. - Verified reviewer: Yes - Industry: Professional Training & Coaching - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: January 2025 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Easy to use. Affordable. Superb support and training. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The product flow. The plan guide allows you to move step by step through the planning process. Very easy to follow and is more or less a plug-and-play system. The support team are most professional and very quick to respond. #### Cons To date, nothing has cropped up causing me concern or to dislike the product. #### Vendor response Jonathan, thank you so much for taking the time to leave us a review. We're so happy to hear you've been enjoying LivePlan and we appreciate your feedback. Replied January 2025 --- ### LivePlan is a Super Star - Overall rating: 5/5 - Reviewer: Robin B. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: November 2024 - Review source details: This review was submitted organically. No incentive was offered Planning ahead requires paying attention to the details. The ability to link my Quickbooks account to my LivePlan account provides reality checks. That allows opportunities to update the Plan on an ongoing basis. Great program. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I have used LivePlan for multiple companies. I find it incredibly supportive and easy to navigate. #### Cons There is nothing that I don't like. LivePlan is an easy program for anyone to use. If you haven't created a financial forecast in the past, it allows you an easy path to follow. As you get better, it gets easier. #### Vendor response Robin, Thanks so much for taking the time to leave us a review. We value your feedback and are thrilled to hear that integrating your QuickBooks data has allowed you to see the importance of iterative business planning. You're doing awesome work! Replied December 2024 --- ### My First Time Creating a Business Plan - Overall rating: 5/5 - Reviewer: Clarence H. - Verified reviewer: Yes - Industry: Hospital & Health Care - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: November 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, the experience was excellent. For this being my first time creating a business plan, the layout was perfect. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Functionality: 5/5 #### Pros LivePlan was very helpful in assisting me with my business plan for my startup. This was my first time having to create a business plan, and thus I did not know where to begin. LivePlan provided me with step-by-step instructions via their template, which allowed me to write a detailed business plan that I will leverage going forward to manage my business appropriately. I highly recommend this tool, especially if you have never written a business plan. #### Cons Some of the instructions, especially in the financial section were not quite clear. I had difficulties in the 3rd year revenue section inputting the month-2-month revenue. #### Vendor response Clarence, Thank you for taking the time to leave us a review and we are so happy to hear LivePlan was integral to helping you create your first business plan. We hope you continue to leverage LivePlan to grow your business and we appreciate your support. Replied December 2024 --- ### Brian's Review - Overall rating: 4/5 - Reviewer: Brian M. - Verified reviewer: Yes - Industry: Events Services - Company size: 11-50 employees - Product usage: Used monthly for more than 2 years - Reviewed: November 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Very helpful - good questions and suggestions help building up the plan #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Inutitive and helpful - add's a lot to the appearance of business through Charts #### Cons I could do with being able to include individual Dept revenue & Expenses #### Vendor response Brian, thanks for your review. We appreciate you being a LivePlan customer and will pass your feedback onto our product team. Replied December 2024 --- ### Highly Recommend - Overall rating: 5/5 - Reviewer: Oriana N. - Verified reviewer: Yes - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: Used weekly for less than 2 years - Reviewed: October 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I continue to use live plan for the nonprofit. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Functionality: 4/5 #### Pros Live plan includes the needed pieces to create the business plan you need. Designed for flexibility and customization. #### Cons I can't/don't know how to change the layout of financial spread sheets so extra paper is used in printing. It would be lovely if you could easily specify to print landscape or portrait or adjust sizes of graphs. It would be nice to have a specific nonprofit option. #### Vendor response Oriana, thanks so much for your feedback and being a LivePlan Customer. I've passed your feedback onto our support team and they wanted to note that you can easily export your plan to Word (or your Forecast to Excel) and from there print in portrait or landscape. When you print from LivePlan directly, the appendix with the detailed forecast will default to landscape, and the rest of the plan will default to portrait. Also, depending on if page breaks are enabled, there might be extra spacing added from that as well. I'd encourage you to reach out to our support team if you haven't already - they'll surely be able to assist! Replied October 2024 --- ### LivePlan is Fantastic! - Overall rating: 5/5 - Reviewer: Beverly Ann W. - Verified reviewer: Yes - Industry: Individual & Family Services - Company size: Self-Employed - Product usage: Used monthly for more than 2 years - Reviewed: October 2024 - Review source details: This review was submitted organically. No incentive was offered I used the platform to gain insights into the various elements of my business plan, pending completion by March 31, 2025. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like the convenience of LivePlan's Dashboard, which allows me to plug in data quickly! #### Cons The LivePlan platform is fantastic, but it is currently cost-prohibitive. #### Vendor response Thank you for your thoughtful review Beverly! Best of luck in your business endeavors! Replied October 2024 --- ### Live Plan pros and cons - Overall rating: 4/5 - Reviewer: Evandro T. - Verified reviewer: Yes - Industry: Professional Training & Coaching - Company size: Self-Employed - Product usage: Used daily for more than 2 years - Reviewed: September 2024 - Review source details: This review was submitted organically. No incentive was offered I am a user of the system and I have really enjoyed it and it helps me in my work developing various consulting projects, but some adjustments are needed and some other features need to be added. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros Easy to use, good tools, exceptional forecast #### Cons When I make a copy of a Business planner to be used as a reference in building another one, the counter for the total number of images I have placed is not reset, thus creating problems for placing new images as the limit is reached very quickly. It is not possible to use a copy of a forecast from one plan and copy it to another or to use the outline structure of one plan in another empty plan. #### Vendor response Thanks for your review Evandro we appreciate the feedback and are happy to hear you're enjoying LivePlan. I spoke with our customer success team about the issues you shared above, and they noted they have a solution. I'd encourage you to reach out to them here: https://www.liveplan.com/contact-us - they'd be happy to help with your issue! Replied September 2024 --- ### good experience - Overall rating: 5/5 - Reviewer: Khalid A. - Verified reviewer: Yes - Industry: Venture Capital & Private Equity - Company size: 11-50 employees - Product usage: Used monthly for less than 2 years - Reviewed: October 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. very good, to think about any new project. easy to see all the expected challenges. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros guiding me step by step in easy way, make it better for me to start business understanding. #### Cons more forecast years, it is now 5 years, I hope it will optional up to 15 years. also I hope to have the real present value, interest rate inflation for any said country. #### Vendor response Thanks for your feedback Khalid! We appreciate you being a LivePlan customer! Replied October 2024 --- ### Great Value for Money - Overall rating: 5/5 - Reviewer: Errol W. - Verified reviewer: Yes - Industry: Accounting - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2024 - Review source details: This review was submitted organically. No incentive was offered Increased my value to clients. I really appreciate the efforts of the team to constantly improve the tool. I note the constant improvements, which have only made my client service better. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The intuitiveness of the tool and the recently added AI assistance. Seamless syncing with QuickBooks, allowing for better guidance to my clients. #### Cons No issues. I really have no issues with the tool. #### Vendor response Errol, thank you for taking the time to leave us a review. We greatly appreciate your feedback and are happy to hear LivePlan has helped you increase the value to your clients - this is what we strive for! Thank you! Replied September 2024 --- ### Highly Recommend. - Overall rating: 5/5 - Reviewer: Dolore H. - Verified reviewer: Yes - Industry: Entertainment - Company size: 2-10 employees - Product usage: Used monthly for less than 2 years - Reviewed: September 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. I have used it now for 2 years and it has been a vital part of my business. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros LivePlan has been straightforward and informative to do. Using AI has been such a useful tool. #### Cons I haven't found anything I dislike about LivePlan. #### Vendor response Thanks for your feedback Dolore and we appreciate you being a loyal LivePlan customer! Replied October 2024 --- ### Thanks for many years of excellence! - Overall rating: 5/5 - Reviewer: Victoria D. - Verified reviewer: Yes - Industry: Management Consulting - Company size: 2-10 employees - Product usage: Used weekly for more than 2 years - Reviewed: July 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Wonderful! (see above) #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I started my startup consultancy in 1997. Soon after, I bought my first Palo Alto Business Plan Pro disc and spent quality time chatting with Tim about how helpful the financial section was. Since then, I have recommended this program MANY times and am thrilled to be able to recommend it again to whoever reads this review. Live Plan is wonderful, convenient, and worth every penny! #### Cons I am so used to working with it that I really can't think of anything I dislike. #### Reasons for choosing LivePlan I have been happily using Business Plan Pro for years. Also, Palo Alto Software is a nice, well-run company. --- ### Easy to Use! - Overall rating: 5/5 - Reviewer: Lisa S. - Verified reviewer: Yes - Industry: Consumer Goods - Company size: 2-10 employees - Product usage: Used weekly for less than 6 months - Reviewed: September 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Easy to use platform! I really like how multiple people can contribute at once and it all syncs together. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I've really enjoyed using Live Plan. It's made my business planning much more digestible and organized. #### Cons So far there's nothing that I haven't liked #### Vendor response Thanks so much for your review Lisa - so happy to hear you're enjoying LivePlan! Replied October 2024 --- ### Sabrina's Cleaning Services review - Overall rating: 5/5 - Reviewer: Sabrina L. - Verified reviewer: Yes - Industry: Hospitality - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: June 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. So far, I really enjoy using it. When I get more in depth, it will used more often. Right now I am just trying to get my business plan wrote. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I really appreciate that it helps me find my wording. It does all the hard work and I appreciate that so much. #### Cons Something that I think needs improved is that if you need help there is someone on live chat to help. There might be, but I havent checked yet. --- ### LivePlan takes the intimidation out of writing a business plan! - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Mental Health Care - Company size: Self-Employed - Product usage: Used weekly for more than 2 years - Reviewed: October 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I really liked working with LivePlan to build a business plan. LivePlan helped me with having a template available to build my business plan upon. I thought writing a business plan would be something I would have to outsource and get help with. LivePlan allowed me to take control of writing and creating my own business plan. I love that I can change and expand my business plan at any time! I can also share my plan with potential investors and feel confident that it is both organized and professional. #### 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. ## More reviews [Next reviews](https://www.softwareadvice.com/accounting/liveplan-profile/reviews/?page=2) --- LivePlan Reviews, Pros and Cons - 2026 Software Advice