What users are saying about
15 Ratings
2 Ratings
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Score 8.4 out of 100
15 Ratings
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Score 9.4 out of 100

Attribute Ratings

  • LivePlan is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

8.0

Clearwater Analytics

80%
1 Rating
9.5

LivePlan

95%
6 Ratings

Likelihood to Recommend

Clearwater Analytics

If your company has multiple investment accounts Clearwater is a great choice to consolidate month end reporting.
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Palo Alto Software

All businesses require solutions and tools for organization and control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated. With LivePlan we have charts and graphs that are automatically created based on our data, this is a great time and money saver. LivePlan is a tool that has worked from day one and has met our expectations in creating the total budget.
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Pros

Clearwater Analytics

No answers on this topic

Palo Alto Software

  • It makes it easy and simple to plan and budget the business.
  • It allows creating of accurate business forecasts.
  • It has detailed yet easy to use and customize built-in templates to help you get along with business planning easily.
  • It integrates and works perfectly well woth accounting tools like QuickBooks such that it is easy to import the accounting data.
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Cons

Clearwater Analytics

No answers on this topic

Palo Alto Software

  • UX: It's beyond time for an overhaul, especially on mobile. It can make the app seem dated.
  • The accounting software integration has been prone to break and need to be re-setup, though that seems to have improved.
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Pricing Details

Clearwater Analytics

Starting Price

Editions & Modules

Clearwater Analytics editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    LivePlan

    Starting Price

    $15 Monthly & Annual billing options available

    Editions & Modules

    LivePlan editions and modules pricing
    EditionModules
    LivePlan PremiumStarting at $30/month1
    LivePlan StandardStarting at $15/month2

    Footnotes

    1. Monthly & Annual billing options available
    2. Monthly & Annual billing options available

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    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 60-day money-back guarantee and access to expert customer support.

    Alternatives Considered

    Clearwater Analytics

    No answers on this topic

    Palo Alto Software

    We did not really find a similar solution. All other solutions are focused on project management, [there's] nothing on generating a business plan. There is nothing on this level that helps people without any business experience write the plan. They have samples, instructions what to write where, how to prepare for pitching, and generate dashboards. Nothing in this market gets anywhere close to this solution.
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    Return on Investment

    Clearwater Analytics

    No answers on this topic

    Palo Alto Software

    • It has made it easy to create sensible budgets and run our business within the proposed budgets to avoid overspending.
    • It allows us to keenly follow up and keep track of how the business is performing thus getting to know on which ares we should improve.
    • It helps us have accurate future insights of the position of our business thanks to its forecasting functionality.
    • It helps us to create outstanding business plans and fund the plans which help us grow our business by improving its productivity.
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    Screenshots

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