LivePlan software


40 reviews(4.5/5)
40 reviews(4.5/5)

LivePlan is a cloud-based business plan solution that caters to small and midsize businesses and provides them functionalities for strategy planning, creating pitches for funding and progress tracking.

LivePlan includes a forecasting tool with built-in formulas and charts based on financial information. The financial plans can be compared with industry peers and averages.

LivePlan helps users build a one-page infographic of business plans, which can be shared with lenders, investors, business partners or advisers. The pitch includes information such as the company summary, market problem, solutions, sales channels, marketing activities, financial projections and more. It also allows collaboration on different business plans so that team members can work together at the same time and features a role-based security model.

Services are offered on a monthly or annual subscription basis that includes support via phone, email, livechat and online FAQs.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Linux , HP-UX , AIX , Solaris , Unix , IBM OS/400 , Web browser (OS agnostic) , Windows 2000 , Windows 8 , Windows 10

40 Reviews of LivePlan

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  • Iliana from Dimas & Roz Jewelry

    Number of employees: 11-50 employees

    September 2018

    I Loved this software to get my ideas off the ground

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Positive. Once we wrote out a business plan for a project that never got off the ground. I was grateful. Had we not developed the business plan - we would have gone into a very unprofitable venture.

    Pros

    I think this is a great guide to get you in the planning aspect of any business. It forces you to go through the process and make sure you have clarity in your ideas, so that it all fits together nicely and aligns well.

    Cons

    I had a hard time going back to the plan - and comparing how i was doing in the forecast. I think that in any project one is extremely positive at getting the right results easily, but that is not the case in reality. That is not the plans fault though.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jeremy from Embassy Services Inc.

    Number of employees: 1 employee

    August 2018

    Shocking service.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    It was a great experience with LivePlan. They have a clean and attractive user interface with helpful guidance. The customer service is shockingly amazing. I requested one payment refund after not using it in over a year and it was super quick and easy. Highly recommend this software.

    Pros

    It's clean, attractive, and easy-to-use.

    Cons

    It is subscription based and not cheap, however, I was shocked at how quickly and easily they refunded and cancelled my subscription after my request since I had not used it in over a year (Thanks Chris!)

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Elisa from Autoware

    Number of employees: 11-50 employees

    June 2018

    Drafted a BP in less than 4 hours

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    When you need to prepare a Business Plan and you want to do that togheter with other people and you want to share it with external people use LivePlan and to everything from a single platform.

    Cons

    I would like to have the possibility to personalize a lot more the layout to print the completed Buiness Plans.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Elbert from PJSC Slavuta Plant "Budfarfor" part of Geberit Group

    June 2018

    good business planing prog

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    quick planning

    Pros

    I can produce a business plan for my managers very quick . I have used it on my new buying projects and other business types

    Cons

    This software have an every month payment type but I think that the idea of paying by the year is a great though

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sandy from Almost Anything LLC

    Specialty: Financial Services

    Number of employees: 1 employee

    June 2018

    Excellent Business Plan Writing and Easy Forecast Models

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Overall the software excellent. I wish I could get my customers to utilize it more on a consistent basis.

    Pros

    LivePlan takes you through the process of writing a business plan and putting together financial forecasts in an easy, step-by-step manner. Built in benchmarks are great for planning and analysis. The Pitch is excellent for summarizing the focus of any business. QuickBooks integration and Financial Dashboards are outstanding tools for tracking actual vs. budgeted income and expenses. The milestones are perfect for keeping everyone on task.

    Cons

    Could have better interface and step-by-step instructions for the assets and liabilities - how the items in QBO relate to LivePlan. The financial portion of the plan could be better formatted when printing.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Robert from Ashut Engineers LtD

    June 2018

    Best software in financial management

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Renea from Candles By Me LLC

    May 2018

    My Go To Software For My Clients

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The ability to provide a workable and successful business plan.

    Pros

    I can produce a business plan for my clients extremely quick using LivePlan. I have used it on startups and other business types, in different industries.

    Cons

    The template choices and overall look and feel of the templates I would like to see improved much more.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 201-500 employees

    April 2018

    Very easy to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Easy to use software, well written, it has videos to help guide you thru writing your business plan, export as PDF and much more

    Cons

    There really isn't much this software can't do as far as business plan creation goes. Haven't found any negatives yet

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lucy from A2ZCloud

    Number of employees: 11-50 employees

    March 2018

    Good for planning and forecasting, rubbish at Actuals to compare performance against plan

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Checked my business plan was viable, helped me clarify my thought processes. Gave me something to measure performance against. Unfortunately doesnt integrate to Zoho Books (as of March 2018), nor is there any opton to import from a CSV or other spreadsheet format. If you are a Xero or QB user you can link to get your actuals for comparison against plan, BUT proceed with caution. You cant undo the data import - everything needs deleting manually, and you cant choose which timeframe you import data for. Its last 2 years plus current year and thats that. So if your business has changed significantly and you only want say last six months dat you cant achieve this

    Pros

    Cloud based, easy step by step process for planning for novices. Once you have put in the basics of revenue streams and costs its very easy to play "what if" type questions and see the impact on your forecast.
    You can get into enormous detail if you want or build this up over time as you develop your thought process.

    Cons

    Where the product really falls down is when you want to compare with Actuals. 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.
    Whats worse is you cant roll back the sync - you have to manually delete all sync'd data.
    Further if you dont use Xero or QBooks, there is no option to import from a spreadsheet - so again you need a data entry person to manually enter actual data unless you want to spend ages doing it yourself...
    Very disappointed as up to this point had liked the platform.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Wesley from Wetland Solutions LLC

    Number of employees: 2-10 employees

    March 2018

    Easy way to keep track of a constantly changing business structure

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    When we found LivePlan we were looking for an easy way to record our business structure so that we could show it to stakeholders. This application turned out to be a great tool for that task. We enjoyed it enough to where we keep our account going and now we regularly update our structure to make it easier to have conversations with potential investors, our banker, and other stakeholders.

    Cons

    The ability to collaborate sounds nice but the price associated with doing this makes it slightly prohibitive to us at this point. Perhaps in the future when we expand our business and the potential for a spin off becomes viable we might use this feature.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    March 2018

    Fast well organized bplan

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    No bloated spreadsheet or redundant questions. They know what is important and what is unnecessary. Wish I had not used other solutions earlier

    Cons


    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Chris from William Chrisman High School

    January 2018

    Really cool to use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    This was a really cool product to sink my teeth into. I liked the features that it presented and customer service support as well.

    Cons

    This software is kind of costly and could be reduced. I think that the idea of paying by the year is great though.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Karen from Red Duck Foods

    Specialty: Food & Beverage

    Number of employees: 2-10 employees

    December 2017

    LivePlan is an excellent business planning solution

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    I love the output of LivePlan. The business plans and one-pagers look clean, modern, and professional. It's very simple to enter information about our business into LivePlan, and the software asks great questions.

    Cons

    If you already have a separate financial model or set of financial projections for your company, it can be difficult to enter them into LivePlan.

    This review was submitted organically. No incentive was offered
    Review Source
  • Verified Reviewer

    November 2017

    Good Way to Get Started on a Business Plan if You Are Stuck

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    It helps you by creating a framework for your plan. It was much easier to get started than if I had been looking at a blank notepad. I have always found that structure helps me tackle tasks when I'm not sure where to start.

    Cons

    I didn't really have anything negative to say about this program except that the price feels a bit steep for what you get.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lea from SAG

    November 2017

    Straight-Forward Business Plan Assistance

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    LivePlan provides straight-forward business plan development assistance. It overs suggested wording and information to help users navigate through the sections of the plan and organize their information easily.

    Cons

    The monthly subscription component, as well as some issues with customization, were challenges with this program.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 501-1,000 employees

    October 2017

    Great business plan software

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Fanstastic software that allows you to create a business plan step by step and offer you hints and tricks. Makes beautiful presentations!

    Cons

    It's a little costly for the probably one-time use; however, it is extremely useful and provides you with everything you need.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Amy from Amy Gehling Consulting

    Number of employees: 1 employee

    October 2017

    As a novice business plan writer, this helped me make sure I was being thorough in my writing.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Palo Alto Software, Palo Alto Software

    October 2017

    Thank you Amy, we greatly appreciate your feedback!

  • John from Help Them HOPE

    Number of employees: 2-10 employees

    September 2017

    Easy to use, with a range of features to create a business plan.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    - Saves Time - While I don't believe in business plans for startups it gives a clear view for established companies. - Gives a helicopter view of company's future plans.

    Pros

    - The accounting section, input a few numbers and hours of work is saved.
    - The option to downgrade your account.
    - Multiple heading and sections to choose from
    - The option to create a pitch deck

    Cons

    - Some heading won't or are difficult to change.
    - Formatting It's hard to track where your information is on the page, ie your last sentence might up on the first line of the next page.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kelly from Person to Person, Inc.

    Number of employees: 2-10 employees

    June 2017

    Love this product!! Not sure how we survived without it.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Cost effective. Professional business plan presentations. Very easy to use- just input your company details and it produces a professional plan you are able to present to others. I really like the financial forecasting and budgeting piece of the program.

    Cons

    I have a difficult time finding much I do not like about this program. The only thing I can think of as a suggestion would be to offer more examples or scenarios within the categories.

    Review Source: Capterra
  • Dennis from Right Relief Health

    Number of employees: 2-10 employees

    May 2017

    A business plan software that anybody can use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    A full business plan, and real projections of what is expected to be spent and what is expected to be made. After the projections the actual real numbers show, when conducted right the projections are accurate.

    Pros

    LivePlan is extremely easy to use and straightforward. The options are almost endless. Every aspect of a business plan can easily be addressed and completed with help from the software itself. Everything has an explanation from profit and loss projections to real time profit and loss and that's just one feature. Business summary, analysis, and the executive portfolio are all ready to be put together and turn out very well put together as well as the step by step process of putting together your business plan.

    Cons

    Limitations on time. Liveplan offers three options: 3 year, 5year, and 10 year projections. Unfortunately it is limited to that time frame which disappoints because other than the time frame, just about everything else is customizable.

    Review Source: Capterra
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