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LivePlan

LivePlan

Overview

What is LivePlan?

LivePlan is business plan software for entrepreneurs. Features include the pitch creation, sample plans, financial assessments, and performance dashboards.

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Recent Reviews

TrustRadius Insights

LivePlan has proven to be an invaluable tool for businesses, helping them stay organized and improve productivity. With its outstanding …
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Pricing

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LivePlan Premium

Starting at $30/month

Cloud
Monthly & Annual billing options available

LivePlan Standard

Starting at $15/month

Cloud
Monthly & Annual billing options available

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://liveplan.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $15 Monthly & Annual billing options available
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Product Demos

LivePlan Cash Flow Demo

YouTube
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Product Details

What is LivePlan?

A business planning and management software created to support the success of small businesses and entrepreneurs.

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups.

  • Works for any business, at any stage, whether to get a business plan or pitch together for funding, or for business owners looking to build a forecast as a roadmap for the future - LivePlan can help plan, fund, and grow the business.
  • Step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - to make creating a lender-ready business plan easier.
  • No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means projections and financials are accurate.
  • Budgets and sales forecasts are a critical element to business success. These numbers can be brought to life with LivePlan's performance dashboard. These dashboards simplify performance and create impressive charts and graphs automatically.
  • QuickBooks or Xero can be synced with LivePlan to pull in actual accounting data. The data can be used as the foundation for projections, budgets, and to see how current performance compares to a forecasted plan.
  • A quick one-page pitch of a business model can be shared with lenders, investors, and internal teams without having to share the full business plan document.



LivePlan Features

  • Supported: Step-by-step guidance and expert advice through each phase of creating a business plan
  • Supported: Automatic financials, charts, and graphs without complex spreadsheets or formulas
  • Supported: Visually compelling performance dashboards to bring data to life
  • Supported: Enables use of real accounting data to compare forecast against actuals with Quickbooks & Xero integrations
  • Supported: Industry benchmarks to compare actual performance against industry competitors of a similar size
  • Supported: Planning for best-case or worst-case scenario, using data to create a strategic roadmap

LivePlan Screenshots

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LivePlan Video

LivePlan Integrations

LivePlan Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesSpanish, French, Brazilian, Portuguese, Italian, German

Frequently Asked Questions

LivePlan is business plan software for entrepreneurs. Features include the pitch creation, sample plans, financial assessments, and performance dashboards.

LivePlan starts at $15.

Fathom, Causal, and Jirav are common alternatives for LivePlan.

The most common users of LivePlan are from Small Businesses (1-50 employees).

LivePlan Customer Size Distribution

Consumers20%
Small Businesses (1-50 employees)60%
Mid-Size Companies (51-500 employees)20%
Enterprises (more than 500 employees)0%
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Comparisons

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Reviews and Ratings

(15)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

LivePlan has proven to be an invaluable tool for businesses, helping them stay organized and improve productivity. With its outstanding platform for budgeting, progress tracking, and accurate forecasting, LivePlan simplifies the planning and funding of various business projects, promoting agility and efficiency. Users have been able to eliminate the need for complicated spreadsheets and instead rely on LivePlan's real-time calculations based on their specifications.

One of the standout features of LivePlan is its ability to generate phenomenal charts and graphs that provide valuable insights for improving the business. Finance departments in particular have found LivePlan to be a game-changer, as it offers robust revenue management capabilities, reducing their reliance on tools like Excel. The software's financial forecasting and issue identification features allow users to build detailed revenue and expense forecasts, saving them many hours of rebuilding Excel models with the ability to easily change assumptions and forecast income statements, balance sheets, and cash flow statements.

Business owners and operators have made LivePlan their go-to tool for defining their core business and making informed decisions. While initially used for writing business plans and presenting them to investors, LivePlan has now become a staple in tracking progress over time. It is widely used across organizations to provide guidance for future decisions and quick forecasting for finance departments. Overall, LivePlan has proven itself as a reliable solution that streamlines business planning, finances, and decision-making processes.

Easy and Simple Planning: Multiple users have praised LivePlan for its ease of use and simplicity in planning and budgeting their businesses. They have found the software to be user-friendly, even for individuals without prior business knowledge, with everything explained in detail. This has made it easier for them to write professional business plans.

Seamless Integration with Accounting Tools: Reviewers have highlighted the seamless integration of LivePlan with accounting tools like QuickBooks. This integration allows for easy importation of accounting data, which can then be included in automatically generated charts and graphs. Users appreciate this feature as it saves time and ensures accurate financial analysis.

Comprehensive Financial Planning Features: Many users have commended LivePlan for its robust financial planning capabilities. The software offers budgeting, forecasting, scenario analysis, and cash flow management functionalities that allow for comprehensive financial planning and analysis. These features are seen as valuable tools for effective decision-making in managing the financial health of a business.

High Cost: Some users have found the cost of LivePlan's purchase packages to be prohibitive, potentially deterring potential users from investing in the software.

Lack of Seamless Integration: Several reviewers have expressed difficulties when trying to transfer documents to Word or PDF formats, suggesting that there may be a lack of seamless integration with these common file formats.

Confusing Reports: Users have mentioned that the reports generated by LivePlan can be confusing and would benefit from clearer and more user-friendly reporting features.

Users recommend LivePlan for several reasons. Firstly, it is suggested that LivePlan is well-suited for those familiar with business planning and financial forecasting. Secondly, it is recommended for start-ups looking to create comprehensive business plans, as well as serious businesses in need of a thorough plan for funding or realistic projections. Finally, users think that LivePlan serves as a valuable tool for business classes or writing business growth plans. Overall, LivePlan receives positive feedback from users for its cloud-based solution and ease of use, making it worth considering for those who require helpful tools for their business planning needs. However, some users caution that sophisticated financial experts seeking precise P&L and balance sheet accuracy may find the software less suitable for their needs.

Reviews

(1-3 of 3)
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December 18, 2021

Robust cash flow tool

Riley Theressa Mayer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
LivePlan is a very well-designed platform to establish robust planning strategies with fundamental bases in budget development, my finance department has avoided the frequent use of tools such as Excel, it is beautiful to know the possible financial results of the projects with the robust flow of cash register. LivePlan is robust for revenue management, and best of all, it's easy to use in the finance department.
  • Robust cash flow system
  • Robust revenue management
  • Reports can be confusing
  • The cost is a bit high
This tool is very favorable for the entire finance department, it gives us confidence with the robust management of income, cash flow, budget management, and data for planning future expenses. These are features that are robust and simple for everyone, there is no doubt to implementing LivePlan to build a robust financial system that can handle high expense processes.
  • Cash flow management
  • Revenue management
  • Robust impact on expense management
  • Robust system for personalized project budgeting
Mariana Jones | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
LivePlan has been a key product in our company when dealing with planning of our company business. It makes it easy for us to keep our entire business enterprise organized for better productivity. More to planning, it offers us an outstanding platform for budgeting, keeping a track of our business progress a d performance as well as doing accurate forecasts on the future of our business. It has made it possible for us to simplify the planning and funding various business projects aimed at promoting the agility and the productivity of our business.
  • 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.
  • The cost of the purchase packages is quite high.
  • It is not easy to transfer to word or pdf documents.
Everything about business planning is a go for LivePlan. It makes it super easy to plan and fund various projects in your business which help improve your productivity and grow you business to next level. It has outstanding budgeting functionality aimed to make it easy for you to budget your business and perform various projects within specified budgets. Another outstanding functionality is the forecasting functionality which helps you predict the position and the progress of your business in the coming days, months and years.
  • The budgeting feature is very useful for creating sensible budgets.
  • The Forecasting feature helps us gain accurate insights about the future of our business.
  • The Performance tracking feature makes it possible for us to keep track of progress and how the business is performing.
  • The planning feature helps us generate very useful plans aimed at improving our business productivity.
  • 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.
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 understand and more user-friendly making it easy to navigate through the entire system, access and use the various features it comes with.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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).
Budgeting, Planning, and Forecasting
N/A
N/A
Budgeting Tools
N/A
N/A
Analytics and Reporting
N/A
N/A
  • Cheap software solution
  • Helped us collaborate on ideas during the initial stage in details
  • Helped us prepare for investors and pitching
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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