LivePlan Reviews

9 Ratings
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Score 9.8 out of 100

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Reviews (1-2 of 2)

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Jason Ogden, President | TrustRadius Reviewer
February 22, 2020

Best in class for small companies!

Score 10 out of 10
Vetted Review
Verified User
Review Source
LivePlan is my primary financial forecasting and issue raising tool. I build out annual Pro-forma in Q4 with detailed revenue and expense category forecasts. The ability to build revenue and expense forecasts by category and the appropriate level of detail is highly useful. Monthly, and especially quarterly, we can see if and where we are off track relative to original goals and make necessary adjustments in the business. In my opinion, this is the best tool of its kind for business owners/operators. Well done.
  • It integrates with accounting software.
  • Shows appropriate levels in depth analysis.
  • 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.
It's most appropriate when properly set up by someone with a deep knowledge of PNL/Forecasting.
It's inappropriate for companies with poorly structured/inconsistently maintained financial statements.
Read Jason Ogden, President's full review
Anonymous | TrustRadius Reviewer
October 18, 2016

Great for startups and ideas in development

Score 9 out of 10
Vetted Review
Verified User
Review Source
Liveplan is used across the organization. Its purpose is to define our core business and to be our guidance for future decisions. In the beginning it was used just to write our business plan for our startup in order to present it to investors, now we use it to track our progress over time.
  • Great for startups that are still working on their idea.
  • Preparing for pitching and presenting.
  • People don't need business knowledge in order to write a professional business plan, everything is explained in details.
  • Simplicity.
  • It is software on its own and there are no abilities to connect to any other software so you have to input data constantly.
  • If you start within this software most likely over time this will be just your reference for the definition of your business, once you start growing there is not much to use here, better solutions are out there.
  • It is not a management tool as they advertise it.
It is great for startups and people that are still developing ideas. Once you are in the market it does not really have much of a use within an organization, at that stage it just becomes the reference to what core your business is. Tracking business growth is great, but again only for first 1-3 years in the market (depending on growth).
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LivePlan Scorecard Summary

About LivePlan

LivePlan provides a step-by-step business plan approach, a collection of cloud-based features, and online learning tools. The software also provides what the vendor describes as easy-to-use templates built to meet specific business goals.

LivePlan also offers financial services that automatically calculate financial outcomes for the next five years. QuickBooks or Xero users can easily import data into LivePlan’s system to gain a bird’s-eye view of how a business is performing from a financial standpoint.

The vendor offers what they describe as a simple and straightforward subscription-based pricing offers in annual and monthly packages. The annual package is priced at $139.92 per year, or, customers may opt for the monthly package at $19.95 per month, with the first month for only $9.95.

The vendor further states that users not 100% sold on LivePlan may start with a 60-day free trial.

LivePlan Screenshots

LivePlan Integrations

LivePlan Competitors,,

LivePlan Pricing

  • Does not have featureFree Trial Available?No
  • Does not have featureFree or Freemium Version Available?No
  • Does not have featurePremium Consulting/Integration Services Available?No
  • Entry-level set up fee?No
EditionPricing DetailsTerms
Pay as you go$20per month
6 Months$18Per month, billed every 6 months
Annual$15Per month, billed every 12 months

LivePlan Customer Size Distribution

Small Businesses (1-50 employees)
Mid-Size Companies (51-500 employees)
Enterprises (> 500 employees)

LivePlan Support Options

 Free VersionPaid Version
Live Chat
Social Media
Video Tutorials / Webinar

LivePlan Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Languages: Spanish, French, Brazilian, Portuguese, Italian, German