About LivePlan
LivePlan is a business planning software from Palo Alto Software that supports entrepreneurs in creating effective business strategies. It provides features for creating a fundable business plan, linking to QuickBooks or Xero for automatic updates, and monitoring performance with real-time dashboards, which helps users stay informed about their financial health. Additionally, it allows for the generation of investor updates and reports instantly. With over 1 million small businesses already using LivePlan, it offers an interactive tour for easy navigation and understanding of its functions. Key capabilities: Create business plans Link accounting software Monitor performance Generate investor reports Interactive tour Best for: small business owners that need effective planning and financial management tools.
LivePlan is a robust business planning software designed to help entrepreneurs, small businesses, and startups create comprehensive business plans, manage financials, and grow their operations. It offers a user-friendly, cloud-based interface that simplifies complex tasks such as financial forecasting, budgeting, and milestone tracking. The platform integrates with popular accounting tools like QuickBooks and Xero, allowing users to sync their financial data seamlessly and focus on making informed decisions. With AI-powered suggestions, LivePlan offers intelligent insights that enhance business plans, making it an invaluable tool for both new and established businesses. The software’s core features include a business plan builder, AI-powered assistant, and automatic financial reporting, which remove the complexity from traditional business planning. Users can easily generate sales forecasts, track performance, and create detailed financial projections without the need for clunky spreadsheets. The One-Page Plan Builder allows for quick idea outlines, ideal for initial pitches or summarizing a business concept. Additionally, users can take advantage of over 550 sample business plans for inspiration, ensuring that their own plans are comprehensive and well-organized.
Pros & Cons
- Helps with wording and simplifies tasks.
- Easy to use with great technical support.
- Keeps files accessible even after account cancellation.
- Provides a clear, graphical overview of financials.
- Excellent customer service, including quick refund processing.
- Limited scope and input space.
- Lack of instruction on financial forecasting for beginners.
- Some financial features are not fully functional.
- Difficulty with creating and formatting charts for business plans.
Features
Key features
A fully guided tool to help users create a lender-ready business plan. This tool offers step-by-step guidance through all necessary sections, ensuring a comprehensive plan.
AI suggestions to strengthen your business plan by offering ideas and insights based on your data.
Users can easily generate financial forecasts and reports without the need for complex spreadsheet formulas. This feature simplifies financial planning by automating calculations.
Predict future sales and revenue based on historical data and market trends. This helps businesses plan for growth and manage expectations.
Translate your strategy into actionable steps by creating milestones, which help ensure the business stays on track.
A fast and efficient tool for creating a one-page outline of your business idea, ideal for pitching investors or gaining clarity on your business concept.
Access to a large library of real business plan samples to inspire and guide your planning process.
Personalized onboarding, chat support, and educational webinars to guide users through the software and business planning process.
Additional features
Simplifies the creation of a comprehensive business plan with built-in guidance for each section.
Offers live chat, onboarding, and access to helpful educational materials, making it easier for users to navigate the software.
Helps refine your business plan with AI-generated suggestions, enhancing the quality of your plan.
Eliminates the need for spreadsheets by automating financial reports and projections.
Makes revenue and sales predictions easier and more accurate, helping businesses plan better.
Assists users in tracking their strategy by creating important milestones and scheduling them for execution.
Provides a quick and easy way to outline business ideas in a condensed format for presentations.
Offers a rich library of examples to help users visualize what their completed plan should look like.
Allows teams to work together, share documents, and communicate seamlessly within the platform.
As a cloud-based tool, LivePlan can be accessed from any device, ensuring flexibility and convenience.ncial Reporting, General Ledger, Sales Forecasting
Pricing
Monthly plans
Countries & Languages
Interface languages
Billing currencies
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About LivePlan
LivePlan is a business planning software from Palo Alto Software that supports entrepreneurs in creating effective business strategies. It provides features for creating a fundable business plan, linking to QuickBooks or Xero for automatic updates, and monitoring performance with real-time dashboards, which helps users stay informed about their financial health. Additionally, it allows for the generation of investor updates and reports instantly. With over 1 million small businesses already using LivePlan, it offers an interactive tour for easy navigation and understanding of its functions. Key capabilities: Create business plans Link accounting software Monitor performance Generate investor reports Interactive tour Best for: small business owners that need effective planning and financial management tools.
LivePlan Details
LivePlan's In-App Market Place
Does LivePlan have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Plans
Monthly plans
Accepted Payment Currencies
USD ($)
Pros & Cons
- Helps with wording and simplifies tasks.
- Easy to use with great technical support.
- Keeps files accessible even after account cancellation.
- Provides a clear, graphical overview of financials.
- Excellent customer service, including quick refund processing.
- Limited scope and input space.
- Lack of instruction on financial forecasting for beginners.
- Some financial features are not fully functional.
- Difficulty with creating and formatting charts for business plans.
LivePlan's Support Options
Email Address
hello@paloalto.comLivePlan's Alternatives
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