TrustRadius: an HG Insights company

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    LivePlan

    Score8.8 out of 10
    Small Businesses (1-50 employees)
    LivePlan is business plan software for entrepreneurs. Features include the pitch creation, sample plans, financial assessments, and performance dashboards.

    $15

    Monthly & Annual billing options available

    Microsoft 365 Copilot

    Score8.1 out of 10
    N/AFor enterprises, Microsoft 365 Copilot (or just Microsoft Copilot) is a generative AI operating as an intelligent virtual assistant for work. Through a chat interface, business users can use it to solve a variety of complex tasks.

    $31.50

    per month per user

    Pricing
    LivePlanMicrosoft 365 Copilot
    Editions & Modules
    LivePlan Premium
    Starting at $30/month
    Monthly & Annual billing options available
    LivePlan Standard
    Starting at $15/month
    Monthly & Annual billing options available
    Microsoft Copilot
    $31.50
    per month per user
    Offerings
    Pricing Offerings
    LivePlanMicrosoft 365 Copilot
    Free Trial
    NoNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional DetailsLivePlan 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.Pricing shown is based on an annual commitment. Discount available for annual payment.
    More Pricing Information
    Community Pulse
    LivePlanMicrosoft 365 Copilot
    Considered Both Products
    Palo Alto Software
    No answer on this topic
    Microsoft
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    89%
    Would buy again
    16 Answers
    Delivers good value for the price
    No answers on this topic
    94%
    Delivers good value for the price
    15 Answers
    Happy with the feature set
    No answers on this topic
    94%
    Happy with the feature set
    17 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    70%
    Lived up to sales and marketing promises
    7 Answers
    Implementation went as expected
    No answers on this topic
    100%
    Implementation went as expected
    12 Answers
    Best Alternatives
    LivePlanMicrosoft 365 Copilot
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    No answers on this topic
    Enterprises
    Oracle Hyperion (legacy)
    Score7.5 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    LivePlanMicrosoft 365 Copilot
    Likelihood to Recommend
    9.6
    (6 ratings)
    8.2
    (18 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    9.5
    (2 ratings)
    Usability
    -
    (0 ratings)
    7.9
    (15 ratings)
    User Testimonials
    LivePlanMicrosoft 365 Copilot
    Likelihood to Recommend
    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.
    Incentivized
    Read full review
    Microsoft
    I highly recommend its usage in Teams meetings to prepare a session transcript, meeting minutes,
    next steps and recognize speech by person. Also within the meeting recording, there is separation between the people talking at the time. The Copilot image creation is very accurate and useful to
    customize my PowerPoint presentations and other documents
    Incentivized
    Read full review
    Pros
    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.
    Incentivized
    Read full review
    Microsoft
    • Good analysis of the ticket system at the service desk, so that this can be anticipated properly
    • For the management of IT environments, quick examples of scripting for desired solutions
    • For consultants and managers, they co-pilot a technical report into language understandable to a non-technical client, including a visual summary.
    Incentivized
    Read full review
    Cons
    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.
    Incentivized
    Read full review
    Microsoft
    • The quality of image generation in Microsoft Copilot could be improved. Compared to other AI platforms, Copilot's images often fall short in quality and frequently contain typos.
    • When generating agents and chatbots, Microsoft Copilot currently doesn't appear to support file download functionality.
    • The email reply function is useful, but the responses can sometimes be overly elaborate. It would be helpful to have more options for adjusting the tone.
    Incentivized
    Read full review
    Likelihood to Renew
    Palo Alto Software
    No answers on this topic
    Microsoft
    Absolutely!!! I have a high regard for the product and will use it for years to come.
    Incentivized
    Read full review
    Usability
    Palo Alto Software
    No answers on this topic
    Microsoft
    I give this rating because of the utilization I do with the product and the level security it provides which is very good. In our organization it is best suited as we have all other Microsoft tools with us. The offering made by Microsoft is great, I gave 9 out of 10 as sometimes it hallucinates as well.
    Incentivized
    Read full review
    Alternatives Considered
    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.
    Incentivized
    Read full review
    Microsoft
    We needed a tool where secure data was not submitted to servers to process as we have some health care related data to keep private. We also needed to be able to test this tool without committing first to see if it is a fit and Microsoft provided this easily to us.
    Read full review
    Return on Investment
    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.
    Incentivized
    Read full review
    Microsoft
    • It is too early to tell at the moment but I can see it as a positive moving forward
    • The amount of time saved in creating content will be a huge asset for faculty
    • The same holds true for students as they to will be able to safe a lot of time
    Incentivized
    Read full review
    ScreenShots

    LivePlan Screenshots

    Product screenshotProduct screenshotProduct screenshotProduct screenshotProduct screenshot