TrustRadius Insights
LivePlan has proven to be an invaluable tool for businesses, helping them stay organized and improve productivity. With its outstanding …
Starting at $15 Monthly & Annual billing options available
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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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Pricing
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
Product Demos
LivePlan Cash Flow Demo
YouTube
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
LivePlan Video
Visit https://paloaltosoftware.wistia.com/medias/l4q79mlzkh to watch LivePlan video.
LivePlan Integrations
LivePlan Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | Global |
| Supported Languages | Spanish, 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.
The most common users of LivePlan are from Small Businesses (1-50 employees).
LivePlan Customer Size Distribution
| Consumers | 20% |
|---|---|
| Small Businesses (1-50 employees) | 60% |
| Mid-Size Companies (51-500 employees) | 20% |
| Enterprises (more than 500 employees) | 0% |
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(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!
- Business Problems Solved
- Pros
- Cons
- Recommendations
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.
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