--- description: Review of LivePlan Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: LivePlan | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Sales Forecasting Software](/directory/4678/sales-forecasting/software) > [LivePlan](/software/103952/liveplan) # LivePlan Canonical: https://www.softwareadvice.co.uk/software/103952/liveplan Page: 1 / 9\ Next: [Next page](https://www.softwareadvice.co.uk/software/103952/liveplan?page=2) > LivePlan supports entrepreneurs and small-to-medium sized business in planning, funding, and growing their business. Creating a dynamic business plan is easy in LivePlan. Step-by-step guidance, examples, and expert support help you create a professional plan with all the details a lender or investor expects to see. Quickly create your pitch to lenders and investors in LivePlan in less than 30 minutes. Get feedback, allow others to view your pitch, plan or reports, and ensure everyone is one the same page by granting access to collaborators and guests. No need for complex spreadsheets or formulas. LivePlan's automated financials and built in equations mean you spend less time number crunching and checking for accuracy, and more time focused on the things that matter when starting and running a successful business. Sync with Quickbooks or Xero to quickly create budgets, forecasts, and financial statements using your real data. Access industry benchmarks to see how your business is performing and where you can improve compared to similar businesses of your size and focus. With the ability to create multiple financial scenarios and projections, you'll be able to see how decisions you make in your business today - affect the future. Confidently answer questions such as: - How will I use this funding to grow my business? - When should I hire more employees? - Should I open another location? - How will investment in equipment affect my financials now and in the future? Be a more confident business owner and strategically manage your business from day one and onward with LivePlan. > > Verdict: Rated **4.5/5** by 200 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 200 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Palo Alto Software - **Location**: Eugene, US - **Founded**: 1988 ## Commercial Context - **Starting Price**: US$20.00 - **Pricing model**: Flat Rate - **Pricing Details**: 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. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, French, German, Italian, Portuguese, Spanish - **Available Countries**: Australia, Brazil, Canada, China, Germany, India, Ireland, Netherlands, South Africa, United Kingdom, United States ## Features - "What If" Scenarios - API - Accounting - Activity Dashboard - Benchmarking - Budgeting/Forecasting - Business Plan Templates - Cash Flow Management - Cash Management - Collaboration Tools - Commenting/Notes - Customisable Branding - Customisable Reports - Customisable Templates - Dashboard - Dashboard Creation - Data Import/Export - Data Visualisation - Drag & Drop - Expense Management ## Integrations (3 total) - QuickBooks Online - QuickBooks Online Advanced - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Sales Forecasting Software](https://www.softwareadvice.co.uk/directory/4678/sales-forecasting/software) ## Related Categories - [Sales Forecasting Software](https://www.softwareadvice.co.uk/directory/4678/sales-forecasting/software) - [Business Performance Management Software](https://www.softwareadvice.co.uk/directory/4579/business-performance-management/software) - [Budgeting Software](https://www.softwareadvice.co.uk/directory/265/budgeting-forecasting-software/software) - [CPA Accounting Software](https://www.softwareadvice.co.uk/directory/287/cpa-software/software) - [Online Accounting Software](https://www.softwareadvice.co.uk/directory/348/online-accounting-software/software) ## Alternatives 1. [Upmetrics](https://www.softwareadvice.co.uk/software/449851/Business-Plan-Software) — 4.9/5 (116 reviews) 2. [Intecplan](https://www.softwareadvice.co.uk/software/337712/intecplan) — 4.9/5 (36 reviews) 3. [Xero](https://www.softwareadvice.co.uk/software/2976/xero) — 4.4/5 (3292 reviews) 4. [Valutico](https://www.softwareadvice.co.uk/software/318230/valutico) — 4.4/5 (38 reviews) 5. [Smartsheet](https://www.softwareadvice.co.uk/software/157390/smartsheet) — 4.5/5 (3507 reviews) ## Reviews ### "Creates A Professional and Impressive Business Plan" — 5.0/5 > **Zelda** | *20 April 2021* | Real Estate | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Overall looked great at first, but then disappointing details." — 4.0/5 > **Daniel** | *31 October 2022* | Accounting | Recommendation rating: 4.0/10 > > **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. > > We used the software for a couple of years but in the end decided to move to another provider. ----- ### "Terrible experience/Scam. Charged without a single warning." — 1.0/5 > **George** | *15 May 2025* | Apparel & Fashion | Recommendation rating: 0.0/10 > > **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 > > 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. ----- ### "The best business plan software available" — 5.0/5 > **Eduardo** | *9 January 2026* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: LivePlan delivers strong value across security value for money customer support financial planning and user interface. The platform feels reliable and secure which is essential when working with sensitive business and financial data. From a value perspective it offers far more than basic planning tools by combining strategy forecasting and performance tracking in one place. Customer support is responsive and helpful especially when guidance is needed during setup or deeper use. Financial planning is one of its strongest areas allowing clear projections realistic scenarios and informed decision making. The user interface is clean intuitive and well structured making complex planning accessible and efficient. > > **Cons**: Some advanced features require a short learning period at the beginning. This is due to the depth of the platform rather than difficulty and it becomes intuitive very quickly. > > My overall experience with LivePlan has been very positive across security value for money customer support financial planning and user interface. The platform feels reliable and secure while offering strong value through structured planning and forecasting. Financial planning supports clear decision making and customer support is helpful when needed. The user interface is intuitive and makes ongoing business management efficient. ----- ### "LivePlan Makes Business Planning Effortless – And Even Fun\!" — 5.0/5 > **Shelli** | *11 March 2025* | Law Practice | Recommendation rating: 10.0/10 > > **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\!" > > 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\! ----- Page: 1 / 9\ Next: [Next page](https://www.softwareadvice.co.uk/software/103952/liveplan?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/103952/liveplan) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data