Best in class for small companies!
February 22, 2020

Best in class for small companies!

Jason Ogden, President | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with LivePlan

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.
  • For the price, it's worth it for 2 main reasons. Knowing what's going on throughout the year (relative to goals/prior periods), and seeing precisely where financial issues are off track.
I've tested Fathom. Though the UX & visualization tools are far superior, it(Fathom) ultimately did not consider the end-user / real-world application. It looks good but isn't useful, where LivePlan is the converse.
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.


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