---
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"
---

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LivePlan Reviews

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Reviews

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# 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

- However, as a bookkeeper it can be costly to add all my clients.
- 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.
- At times, spending significant portions of my day familiarising myself with the various platforms that are out there (that others supporting and working with me want and do use) was frustrating, but unavoidable I guess.

## 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

---

### Business Plan made easy

- Overall rating: 4/5
- Reviewer: Tanzi C.
- Verified reviewer: Yes
- Industry: Hospitality
- Company size: 2-10 employees
- Product usage: Used monthly for less than 2 years
- Reviewed: April 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; provides a professional end product.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 3/5
- Customer support: 3/5
- Functionality: 4/5

#### Pros

Guided tour through the steps with examples.

#### Cons

lack of customization on how to present the date and would like to be able to link a data base.

#### Vendor response

Tanzi, Thank you so much for taking the time to leave us a review. We really appreciate your candid feedback and will pass your feedback onto our product team. We hope you continue to enjoy LivePlan and thanks again!

Replied April 2025

---

### Great Product!

- Overall rating: 5/5
- Reviewer: Heather N.
- Verified reviewer: Yes
- Industry: Education Management
- Company size: Self-Employed
- Product usage: Used weekly for less than 6 months
- Reviewed: March 2025
- Review source details: This review was submitted organically. No incentive was offered

I really enjoyed using it. Think it is a great product and if I choose to create an actual business I will use this software in the future.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It gave me examples and showed me steps I needed to take for making a business plan. It really organizes the whole process and puts it into manageable steps.

#### Cons

I thought the product was great, I had no issues.

#### Vendor response

Heather, thanks so much for taking the time to leave us a review. We're glad to hear you enjoyed LivePlan!

Replied March 2025

---

### Software Review

- Overall rating: 5/5
- Reviewer: Sam S.
- Verified reviewer: Yes
- Industry: Non-Profit Organization Management
- Company size: Self-Employed
- Product usage: Used monthly for less than 2 years
- Reviewed: January 2025
- Review source details: This review was submitted organically. No incentive was offered

I thought the software was easy to use and very valuable.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 3/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

I thought the sample plans were extremely valuable.

#### Cons

I would like the capability to export the sample plans.

#### Vendor response

Thanks for much for taking the time to leave us a review Sam, we appreciate your feedback!

Replied January 2025

---

### Live Plan for MEBG

- Overall rating: 5/5
- Reviewer: John R.
- Verified reviewer: Yes
- Industry: Information Services
- Company size: 2-10 employees
- Product usage: Used monthly for less than 2 years
- Reviewed: December 2024
- Review source details: This review was submitted organically. No incentive was offered

I had a very good experience with it. I liked how the platform breaks the plan up into a step by step process.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Very easy to understand and use. The graphs and charts were very helpful.

#### Cons

I was looking for the ability to save multiple versions of plans for the same business. Maybe you have the capability but I could not find it.

#### Vendor response

John, thanks so much for taking the time to leave us a review. We appreciate your feedback. The simplest solution to saving multiple versions of a plan for your business, is to add an additional company. There are other ways to do this as well, so I'd encourage you to reach out to our support team here to assist you in doing that https://www.liveplan.com/contact-us

Replied December 2024

---

### Experience with LivePlan

- Overall rating: 5/5
- Reviewer: Sezer K.
- Verified reviewer: Yes
- Industry: Financial Services
- 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.

Taking time, but the results will show it is worth it. I did not complete the plan yet. still working.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

User-friendly and flexible program. I strongly recommend it

#### Cons

I am in Turkey, and it is not possible to upload the Accounting data directly.

#### Vendor response

Sezer, thank you for taking the time to leave us a review. We appreciate you as a customer and value your feedback. We will pass the note to our product team about accounting data in Turkey and we wish you the best as you wrap up your business plan!

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

---

### Pending Acquisition of Palo Alto Software

- Overall rating: 4/5
- Reviewer: Olokun A.
- Verified reviewer: Yes
- Industry: Professional Training & Coaching
- Company size: Self-Employed
- Product usage: Used weekly for less than 2 years
- Reviewed: September 2024
- Review source details: This review was submitted organically. No incentive was offered

Our overall experience with Liveplan has been positive.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

It allows us to provide value to clients.

#### Cons

There is limited selection for template design. Also, it can benefit us if there were an unlimited number of team members that can contribute to an account.

#### Vendor response

I've passed your feedback onto our product team Olokun. Thanks for taking the time to leave us a review!

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.

---

### 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

---

### A Profesional Plan For Dummies.

- Overall rating: 5/5
- Reviewer: Claude G.
- Verified reviewer: Yes
- Industry: Philanthropy
- 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.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

I love the video examples. The step-by-step businesses directory. I had no clue how to write a business plan or could not afford to hire a business plan writer and this app help me indefinitely to conjure to pursue my dream.

#### Cons

The one thing I liked about the life plan was the marking of the don't use boxes, I figured I didn't want to submit that information it would just not print. And with printing the app it print blank pages which made my business plan seem incomplete. Eventually, I got it right.

---

### Amazing Software!!

- Overall rating: 5/5
- Reviewer: Anthony D.
- Verified reviewer: Yes
- Industry: Construction
- Company size: Self-Employed
- Product usage: Used daily for less than 6 months
- 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.

Love it, keep up the great work Everyone is responsive and helpful!

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 5/5

#### Pros

Amazing piece of software. Must use for anyone attempting to go into business. A proforma alone will not cut it. This software makes it easy to forecast and project with the most important element being cashflow. Great, easy to use!

#### Cons

Nothing, works amazing have 0 complaints about the software or the support.

#### Vendor response

Thanks so much for your review Anthony, we really appreciate you taking the time to give us feedback and are happy to hear you're enjoying LivePlan!

Replied November 2024

---

### Mostly Great!

- Overall rating: 4/5
- Reviewer: Kelly E.
- Verified reviewer: Yes
- Industry: Farming
- Company size: Self-Employed
- Product usage: Used weekly for less than 2 years
- Reviewed: September 2024
- Review source details: This review was submitted organically. No incentive was offered

I love how easy it makes writing a complicated document.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

It allows for several different scenerios and is easy to change numbers as you learn and grow.

#### Cons

It does not have a Sources and Uses page. This is the most important when asking for money.

#### Vendor response

Thanks for your solid feedback Kelly! I've passed your input on to our product team. We appreciate you using LivePlan!

Replied October 2024

---

### Great product to start a business

- Overall rating: 5/5
- Reviewer: Verified Reviewer
- Verified reviewer: Yes
- Industry: Leisure, Travel & Tourism
- Company size: Self-Employed
- Product usage: Used other for less than 2 years
- Reviewed: March 2020
- Review source details: This review was submitted organically. No incentive was offered

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Functionality: 4/5

#### Pros

Very useful in planning, pitching and eventually starting my business. It supported every element from ideation through to detailed p&l & balance sheet for presentation to investors. 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. In my case it can take 3 or 4 months to build the final product - incurring costs along the way. Reporting variance against plan with integrated accounting software is clunky.

#### Vendor response

Thanks for your feedback!

Replied April 2020

---

### Live Plan saves hours of time

- Overall rating: 4/5
- Reviewer: KEVIN H.
- Verified reviewer: Yes
- Industry: Information Technology and Services
- Company size: 2-10 employees
- Product usage: Used daily 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.

very positive, effective and easy to use financials were a breeze once familiar with the setup.

#### Ratings breakdown

- Ease of use: 4/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Very easy to navigate and has helpful tutorials

#### Cons

a bit clunky on admin and not flexible to chage or customize headers we had a diffucult time trying to edit once downlaoded

#### Vendor response

Thanks so much for your thoughtful review Kevin! We appreciate your feedback!

Replied October 2024

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### Well made and managed product

- Overall rating: 5/5
- Reviewer: Jeano v.
- Verified reviewer: Yes
- Industry: Machinery
- Company size: 2-10 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: September 2024
- Review source details: This review was submitted organically. No incentive was offered

The automated financial calculations have made the process significantly faster and more convenient, reducing much of the strenuous work involved. This improvement has been particularly exciting for me.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 4/5
- Customer support: 3/5
- Functionality: 4/5

#### Pros

Very easy to use and well explained throughout the process.

#### Cons

So far haven't encountered any stumble blocks.

#### Vendor response

Thanks so much for your feedback Jeano, we appreciate you taking the time to leave us a review!

Replied September 2024

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### Paradigm Shift for LivePlan!

- Overall rating: 4/5
- Reviewer: Reynaldo A. J.
- Verified reviewer: Yes
- Industry: International Trade and Development
- Company size: 2-10 employees
- Product usage: Used weekly for less than 12 months
- Reviewed: August 2024
- Review source details: This review was submitted organically. No incentive was offered

great learning experience! LivePlan, must collaborate with with vetted Venture Fund sources for your captive clients, using LivePlan.

#### Ratings breakdown

- Ease of use: 5/5
- Value for money: 5/5
- Customer support: 5/5
- Functionality: 4/5

#### Pros

Traditionally effective in traditional scenarios of manufacturing and marketing!

#### Cons

The Plan was Not applicable or flexible with my Non Venturing business, of Licensing. Meaning, I need financing a sa Viable Start-Up entrepreneur for licencing my Product, versus developing, financing, producing, and marketing my product(s).

#### Vendor response

Thank you for your feedback Reynaldo. We appreciate you taking the time to share your thoughts and wish you the best in your business venture!

Replied August 2024

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LivePlan Reviews, Pros and Cons - 2026 Software Advice