LivePlan
About LivePlan
LivePlan Pricing
Packages available in Monthly and Annual Subscriptions. LivePlan Standard Includes: - Step-By-Step Instructions - Automatic Financial Statements - Full Financial Forecast - One-Page Pitch Builder - 500+ Sample Plans LivePlan Premium Includes everything in Standard, plus: - Industry Benchmark Data - Financial Forecast Scenarios - Performance Dashboards - Milestone Planner - LiveForecast - Syncs with Xero & QuickBooks All subscriptions come with a 35-day money-back guarantee.
Starting price:
$20.00 per month
Free trial:
Not Available
Free version:
Not Available
Most Helpful Reviews for LivePlan
1 - 5 of 125 Reviews
Indraneel
Verified reviewer
Computer Software, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2018
The best software for making business plan
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
Lucy
Verified reviewer
11-50 employees
Used monthly for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
2
Reviewed March 2018
Good for planning and forecasting, rubbish at Actuals to compare performance against plan
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
PROSCloud 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.
CONSWhere 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.
Maranda
Verified reviewer
Accounting, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed April 2020
Decent enough for SMEs
Overall a good starting point to assist a small business entrepreneur with little or no business planning experience,should consider more options to integrate with accounting apps and visually biased analytical tools to enable better tracking of post planning perfomance on more devices as well.
PROSI like the ease and simplicity of building the projections and adjusting them with different scenarios.
CONSThe write up section is a bit limiting in certain aspects for example there are no font selection options if one wants to change to their company document preferred font style ( Century Gothic) as well as set my paragraphs as justified as opposed to left indented.I cannot import tables and adjust them within the plan document, The graphical representations of the projections are a bit visually limited in color and info graphic presentation options .particularly if one wants a more visual document.It would also be nice to have a quick preview option for the document as u build it without necessarily having to export or down load a pdf to get and idea of how it look in print.
Jeanette
Verified reviewer
E-Learning, 1 employee
Used more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
2
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed February 2020
Too expensive
Ok to use but when done with the plan, there is not really a reason to keep paying.
PROSEasy to use and good help for creating a Business plan
CONSWhen you have done the plan it is just there and I have been paying a lot of money for just storing my Business plan for 2 years. Now I have to prioritize what I spend my money on and this is one thing I dont need at the moment.
Vendor Response
Thanks for your feedback Jeanette, we appreciate you taking the time to leave it! Many people keep their subscription long term, because they use the Dashboard feature to track their progress, compare their actual results to their plan, and continually update their plan based on what they've learned from experience. LivePlan is a great tool in this regard to manage your business if it is already running, or when you begin operations. LivePlan is also non-contract, so you can use the software for as long as you like, and cancel when you need. So if you need it just to make one plan quickly, you are welcome to cancel when you are finished with no risk. You can also switch a monthly plan to annual billing later to take advantage of the savings offered there if you plan on using it for longer.
Replied February 2020
Allan
Verified reviewer
Wine and Spirits, 11-50 employees
Used less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
Reviewed December 2015
Absolutely the stand-out business plan writing / sales forcasting / start-up tool available.
I've checked out no fewer than 10 other options. This is by far the most simple, the most user friendly, and the most feature-rich option out there. It's not only the cleanest and best-working (no bugs!), but it actually gives you the tools you need to cover a wide variety of business planning needs. Given the range of functionality (for example, you can do month-by-month sales forecasting for 36 months at the basic price level - something that most other services charge you an arm and a leg to upgrade tiers to gain access to), no other software comes close to this. And the final output of the business plan is SO CLEAN. A nice variety of example plans are available, and the "guided" element of going step-by-step is really actually helpful (instead of prohibitive, as I've found some guided software just takes you too far away from what you should really be focusing your time on).
PROSPrice is very affordable Extremely rich feature set Very flexible Easiest and cleanest user interface Fantastic examples Rich and clean output
CONSThis software really only seems to lack a timeline option - you can't custom map a gantt chart for your project timeline. I had to go to another piece of software to get this element in place. But I used LivePlan for the rest of the business plan.