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    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

    Prophix

    Score8.4 out of 10
    Enterprise companies (1,001+ employees)
    Prophix One, a Financial Performance Platform, is used to improve the speed and accuracy of decision-making within a harmonized user experience. To reduce complexity and uncertainty, the software offers automated insights and planning, budgeting, forecasting, reporting, and consolidation functionalities.N/A
    Pricing
    LivePlanProphix
    Editions & Modules
    LivePlan Premium
    Starting at $30/month
    Monthly & Annual billing options available
    LivePlan Standard
    Starting at $15/month
    Monthly & Annual billing options available
    No answers on this topic
    Offerings
    Pricing Offerings
    LivePlanProphix
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeNo setup feeOptional
    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.—
    More Pricing Information
    Community Pulse
    LivePlanProphix
    Considered Both Products
    Palo Alto Software
    Chose LivePlan
    When it comes to its overall functionality in terms of planning, budgeting and forecasting, there is no product that can beat LivePlan in that. The usability is also a differentiator of LivePlan from other products. Its User Interface is well organized, easy to learn and …
    Incentivized
    Prophix Software
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    97%
    Would buy again
    201 Answers
    Delivers good value for the price
    No answers on this topic
    97%
    Delivers good value for the price
    161 Answers
    Happy with the feature set
    No answers on this topic
    98%
    Happy with the feature set
    204 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    92%
    Lived up to sales and marketing promises
    129 Answers
    Implementation went as expected
    No answers on this topic
    81%
    Implementation went as expected
    119 Answers
    Features
    LivePlanProphix
    BI Standard Reporting
    Comparison of BI Standard Reporting features of LivePlan and Prophix
    Feature
    LivePlan
    -
    Ratings
    Prophix
    8.4
    66 Ratings
    11% above category average
    Pixel Perfect reports00 Ratings8.628 Ratings
    Customizable dashboards00 Ratings8.359 Ratings
    Report Formatting Templates00 Ratings8.362 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of LivePlan and Prophix
    Feature
    LivePlan
    -
    Ratings
    Prophix
    8.4
    183 Ratings
    8% above category average
    Drill-down analysis00 Ratings8.8180 Ratings
    Formatting capabilities00 Ratings7.6174 Ratings
    Report sharing and collaboration00 Ratings8.7166 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of LivePlan and Prophix
    Feature
    LivePlan
    -
    Ratings
    Prophix
    8.6
    162 Ratings
    8% above category average
    Publish to PDF00 Ratings8.8153 Ratings
    Report Versioning00 Ratings8.4122 Ratings
    Report Delivery Scheduling00 Ratings8.6139 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of LivePlan and Prophix
    Feature
    LivePlan
    -
    Ratings
    Prophix
    8.3
    72 Ratings
    12% above category average
    Predictive Analytics00 Ratings8.372 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of LivePlan and Prophix
    Feature
    LivePlan
    -
    Ratings
    Prophix
    8.8
    172 Ratings
    5% above category average
    Multi-User Support (named login)00 Ratings8.7163 Ratings
    Role-Based Security Model00 Ratings8.6164 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.8169 Ratings
    Report-Level Access Control00 Ratings8.9110 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of LivePlan and Prophix
    Feature
    LivePlan
    -
    Ratings
    Prophix
    9.1
    84 Ratings
    21% above category average
    Responsive Design for Web Access00 Ratings9.184 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of LivePlan and Prophix
    Feature
    LivePlan
    -
    Ratings
    Prophix
    8.3
    298 Ratings
    3% above category average
    Long-term financial planning00 Ratings8.4249 Ratings
    Financial budgeting00 Ratings8.7284 Ratings
    Forecasting00 Ratings8.3266 Ratings
    Scenario modeling00 Ratings7.9220 Ratings
    Management reporting00 Ratings8.3277 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of LivePlan and Prophix
    Feature
    LivePlan
    -
    Ratings
    Prophix
    8.7
    224 Ratings
    11% above category average
    Financial data consolidation00 Ratings8.8184 Ratings
    Journal entries and reports00 Ratings8.7119 Ratings
    Multi-currency management00 Ratings8.894 Ratings
    Intercompany Eliminations00 Ratings8.5113 Ratings
    Minority Ownership00 Ratings8.650 Ratings
    Local and consolidated reporting00 Ratings9.1155 Ratings
    Detailed Audit Trails00 Ratings8.5142 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of LivePlan and Prophix
    Feature
    LivePlan
    -
    Ratings
    Prophix
    9.0
    270 Ratings
    10% above category average
    Financial Statement Reporting00 Ratings9.0251 Ratings
    Management Reporting00 Ratings9.1259 Ratings
    Excel-based Reporting00 Ratings8.7233 Ratings
    Automated board and financial reporting00 Ratings8.6207 Ratings
    XBRL support for regulatory filing00 Ratings9.524 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of LivePlan and Prophix
    Feature
    LivePlan
    -
    Ratings
    Prophix
    8.3
    244 Ratings
    10% above category average
    Personalized dashboards00 Ratings8.2228 Ratings
    Color-coded scorecards00 Ratings8.5162 Ratings
    KPIs00 Ratings8.0178 Ratings
    Cost and profitability analysis00 Ratings8.3172 Ratings
    Key Performance Indicator setting00 Ratings8.5147 Ratings
    Benchmarking with external data00 Ratings8.4106 Ratings
    Integration
    Comparison of Integration features of LivePlan and Prophix
    Feature
    LivePlan
    -
    Ratings
    Prophix
    8.5
    263 Ratings
    5% above category average
    Flat file integration00 Ratings8.5212 Ratings
    Excel data integration00 Ratings8.5228 Ratings
    Direct links to 3rd-party data sources00 Ratings8.4202 Ratings
    Best Alternatives
    LivePlanProphix
    Small Businesses
    No answers on this topic
    No answers on this topic
    Medium-sized Companies
    Oracle Hyperion (legacy)
    Score7.4 out of 10
    IBM Planning Analytics
    Score8.5 out of 10
    Enterprises
    Oracle Hyperion (legacy)
    Score7.4 out of 10
    Oracle Fusion Cloud Enterprise Performance Management
    Score7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    LivePlanProphix
    Likelihood to Recommend
    9.6
    (6 ratings)
    8.5
    (321 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    10.0
    (16 ratings)
    Usability
    -
    (0 ratings)
    8.3
    (140 ratings)
    Availability
    -
    (0 ratings)
    9.4
    (31 ratings)
    Performance
    -
    (0 ratings)
    8.8
    (30 ratings)
    Support Rating
    -
    (0 ratings)
    8.0
    (123 ratings)
    In-Person Training
    -
    (0 ratings)
    8.0
    (12 ratings)
    Online Training
    -
    (0 ratings)
    8.2
    (15 ratings)
    Implementation Rating
    -
    (0 ratings)
    4.0
    (20 ratings)
    Configurability
    -
    (0 ratings)
    9.0
    (11 ratings)
    Ease of integration
    -
    (0 ratings)
    8.0
    (31 ratings)
    Product Scalability
    -
    (0 ratings)
    8.2
    (28 ratings)
    Vendor post-sale
    -
    (0 ratings)
    7.4
    (25 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    7.9
    (22 ratings)
    User Testimonials
    LivePlanProphix
    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
    Prophix Software
    Prophix is best suited if you have a very extensive budgeting process that currently relies on multiple Excel spreadsheets. It is also great if you have on-prem tools that may no longer be supported for reporting. It may not be appropriate if you require an unlimited number of mid-tier users, as it can be very expensive annually. It's definitely not a cheap tool, but the cost can at least be optimized based on users' use cases. In both organizations I've worked for that use it, cost has been mentioned.
    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
    Prophix Software
    • Reporting - single report that can be opened by multiple users, each will see only aspect specific to them based on their security access.
    • Budgeting - workflow driven budget data collection, visibility of its current status, ability to take action to ensure timely completion. Ability to snapshot budget data at a point in time. Ability to perform what-if scenarios.
    • Forecasting - as above with added benefit of either reusing budget level of grain or forecasting at high level.
    • Granular planning - ability to create unlimited number of subsidiary models to assist with the planning process. Non-financial data collected during budget/forecast process help with operation planning and variance analysis.
    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
    Prophix Software
    • Ability to filter report views for report binder without creating duplicate reports.
    • More extensive documentation and examples in the ProCalc library.
    • More ProCalc functions that deal with the time dimension and allow functions that can utilize the system date. So if it is day 8 of the month.
    • Ability to save company color scheme for use in reporting.
    • Would like to create a link between the account dimension and another dimension so I can easily report on account properties. For example, an account property could be columns in a report.
    • Would like to see the ability to have a report view on a dashboard. The tables are poorly formatted, and I’d like more formatting ability.
    Incentivized
    Read full review
    Likelihood to Renew
    Palo Alto Software
    No answers on this topic
    Prophix Software
    The system works well for us, and meets all of our needs. All of our future plans can and will be achieved within Prophix, so there is no need to pursue another product. Prophix has continuously proven to improve their product over the years, which provides an even higher level of confidence in this tool, and future developments
    Read full review
    Usability
    Palo Alto Software
    No answers on this topic
    Prophix Software
    I don't rate anybody a 10 because I believe there's always room for improvement, so I'll go with an 8. And I'm giving 8 because it has helped us do more than we were doing before, and I believe there's still room for improvement.
    Incentivized
    Read full review
    Reliability and Availability
    Palo Alto Software
    No answers on this topic
    Prophix Software
    There have been very few times that Prophix has not been available and we have been informed ahead of time. The only issue that we have is when we update cubes or import information and run processes during working hours which stops access for a short period of time but this is more about our processes than Prophix.
    Incentivized
    Read full review
    Performance
    Palo Alto Software
    No answers on this topic
    Prophix Software
    Prophix has always performed consistently. We are using on-premise so many factors can contribute to slower than desired performance, most having nothing to do with Prophix itself. If we move to the web-client cloud based solution I believe performance will even be better.
    Incentivized
    Read full review
    Support Rating
    Palo Alto Software
    No answers on this topic
    Prophix Software
    We’ve gotten moved around a lot and so we don’t always know our pod people. Also when we book sessions with a random person it seems like we have to take the first 15-20 minutes explaining our system and process.
    Incentivized
    Read full review
    In-Person Training
    Palo Alto Software
    No answers on this topic
    Prophix Software
    Training is essential for this software to be successful for any company. We unfortunately had a bad implementation and training manager so I can say with confidence that if we had the CSM we have now - we would be light years ahead of our knowledge of the system. I highly suggest taking all training opportunities and not rushing the implementation training
    Incentivized
    Read full review
    Online Training
    Palo Alto Software
    No answers on this topic
    Prophix Software
    We used our system and created a test cube to work with our own data. We ran through the different functions of Prophix and covered alot of material. We did two sessions a week, with homework tasks assigned. We were able to ask questions and cover any questions during the followup sessions.
    Incentivized
    Read full review
    Implementation Rating
    Palo Alto Software
    No answers on this topic
    Prophix Software
    Prophix Consulting should bring, in house, chargeable expertise in Oracle EBS table access for Drill Across and provide reasonable limits on dimension member combinations so there are no unreasonable expectations about the application of multi dimensional cubes to detail, such as revenue by product and customer.
    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
    Prophix Software
    Prophix is so much easier to use that other platforms or products. It can be customized so much easier than other larger, more expensive products. I work for a small university where we have a small finance team and Prophix allows us to tailor reporting to emerging needs in real time without having to reconfigure clunky systems with expensive modifications
    Incentivized
    Read full review
    Scalability
    Palo Alto Software
    No answers on this topic
    Prophix Software
    Prophix is a capable tool of growing with an organization and the uses for different items in the software. Our organization was able to scale the product to lots of different end users and the needs of the departments. There are plenty of updates and features to grow and bring in new data.
    Incentivized
    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
    Prophix Software
    • Prophix has made it possible to move away from some Excel reporting we were doing, which allows for 50% quicker reporting on a monthly basis.
    • Although it has saved us time, an improved PowerPoint feature that automatically updates our decks would save an additional 75% on top of what we already do.
    • Our Board Reporting has improved by 10 hours by moving our reports fully into Prophix.
    Read full review
    ScreenShots

    LivePlan Screenshots

    Product screenshotProduct screenshotProduct screenshotProduct screenshotProduct screenshot

    Prophix Screenshots

    Screenshot of Prophix One Portal: One single point of entry into Prophix One through its portal simplifies access and authentication but also allows seamless movement between applications.Screenshot of Chart Insights, one of the AI Insights capabilities that utilizes Artificial Intelligence and Natural Language Processing to provide enhanced business awareness.  Chart Insights extends the important details contained within dashboards, and analyzes the complete dataset behind the dashboard, automatically surfacing the data relationships not obvious in dashboard visualizations alone. It then provides a summary of key performance metrics found buried within Prophix charts.  It also summarizes the important insights in plain English.Screenshot of Prophix One Financial Planning & Analysis: Prophix's self-serve dashboards and visualizations are directly integrated with data, workflow tasks, announcements, and external URLs and databases. Dashboard Studio helps users to be informed and make better business decisions.Screenshot of Detailed interactive charts and graphs that Prophix offers to uncover insights. Prophix’s visual analytics are linked directly to data with transaction details.  There is no need to input the numbers.  Prophix does this tedious work, automatically.Screenshot of Prophix’s Workflow Manager, used to assign tasks to users and facilitate approvals across the business.  Stakeholder input can be captured directly with the ability to add comments and notes in a single unified database.Screenshot of Cell Comments, that allow users to add supporting details like notes and attachments to data.  Since comments are stored with the data, they can be viewed in any template along with their trailing history. Cell Comment Reports can also be generated to show all comments from any data view in one convenient report.