LivePlan Software


 

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.

 

LivePlan - Scoreboard
 
  • LivePlan - Scoreboard
    Scoreboard
  • LivePlan - Pitch creation
    Pitch creation
  • LivePlan - Features
    Features
  • LivePlan - Milestones
    Milestones
  • LivePlan - Creating a new company
    Creating a new company
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

43 Reviews of LivePlan

 

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Software Advice Reviews (3)
More Reviews (40)

Showing 1-3 of 3

Sandy from Almost Anything LLC
Specialty: Financial Services
Number of employees: 1 employee Employees number: 1 employee

June 2018

June 2018

Excellent Business Plan Writing and Easy Forecast Models

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Karen from Red Duck Foods
Specialty: Food & Beverage
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

LivePlan is an excellent business planning solution

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Guy from Studio Hamilton Ltd
Specialty: Retail

April 2016

April 2016

Intuitive and highly recommended.

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Great guidance notes and examples for each step/module make this an education as well as tool.

Likes Least

Integration with more accounting platforms would create more choice for compatibility.

Recommendations

There is nothing to fear with this; just make sure you check you have good accounting software and ask for compatibility! That's the only real point of improvement for a great system.

 
 
 
Showing 1-20 of 40


December 2018

December 2018

Business forecast on a whole new level

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
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Value
Pros

Its a perfect tool to forecast and plan business financial data. It has a lot of configurations for you to input different types of revenues and expenses. Set your initial balances and even configure EOY taxes. For startups this tool is extremely useful as it will help you forecast the first 1-2 years of operation with ease.

Cons

The real problem is tracking data of forecast vs real data. Luckly we use xero so we can sync our real data but for some reason, it's not easy to do. There are no reports of any sort that let you export and make specific analysis.

Review Source: Capterra
 

Indraneel from PromptGov LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2018

November 2018

The best software for making business plan

Ease-of-use

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Value for Money

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It has been a great experience to create business plans on the fly and also to track the actual results against your plan

Pros

- Very easy and flexible software
- Its an excellent software for making business plan without the hassles of learning excel formula
- Very easy depiction of balance sheet and P&L statement and auto generation

Cons

- There is absolutely nothing I don't like about this software

Review Source: Capterra
 


October 2018

October 2018

LivePlan takes the intimidation out of writing a business plan!

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Functionality

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Customer Support

Value for Money

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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.

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.

Review Source: Capterra
 

Iliana from Dimas & Roz Jewelry
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

I Loved this software to get my ideas off the ground

Ease-of-use

Functionality

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Value for Money

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Support

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.

Review Source: Capterra
 

Jeremy from Embassy Services Inc.
Number of employees: 1 employee Employees number: 1 employee

August 2018

August 2018

Shocking service.

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Functionality

Product Quality

Customer Support

Value for Money

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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!)

Review Source: Capterra
 

Elisa from Autoware
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2018

June 2018

Drafted a BP in less than 4 hours

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Quality
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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.

Review Source: Capterra
 

Elbert from PJSC Slavuta Plant "Budfarfor" part of Geberit Group

June 2018

June 2018

good business planing prog

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

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

Review Source: Capterra
 

Robert from Ashut Engineers LtD

June 2018

June 2018

Best software in financial management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Support

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

Review Source: Capterra
 

Renea from Candles By Me LLC

May 2018

May 2018

My Go To Software For My Clients

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 


April 2018

April 2018

Very easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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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

Review Source: Capterra
 

Lucy from A2ZCloud
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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.

Review Source: Capterra
 

Wesley from Wetland Solutions LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Easy way to keep track of a constantly changing business structure

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Product Quality
Quality
Value for Money
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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.

Review Source: Capterra
 


March 2018

March 2018

Fast well organized bplan

Ease-of-use

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Value for Money

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Pros

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

Review Source: Capterra
 

Chris from William Chrisman High School

January 2018

January 2018

Really cool to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Review Source: Capterra
 


November 2017

November 2017

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

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
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Product Quality
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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.

Review Source: Capterra
 

Lea from SAG

November 2017

November 2017

Straight-Forward Business Plan Assistance

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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.

Review Source: Capterra
 


October 2017

October 2017

Great business plan software

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Product Quality
Quality
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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.

Review Source: Capterra
 

Amy from Amy Gehling Consulting
Number of employees: 1 employee Employees number: 1 employee

October 2017

October 2017

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

Ease-of-use

Functionality

Product Quality

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Value for Money

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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.

Review Source: Capterra

  Response: Palo Alto Software, Palo Alto Software

Date: October 2017

October 2017

 

Thank you Amy, we greatly appreciate your feedback!

 

John from Help Them HOPE
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

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

Ease-of-use

Functionality

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Value for Money

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- 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.

Review Source: Capterra
 

Kelly from Person to Person, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2017

June 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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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