Wir helfen Unternehmen seit 18 Jahren,
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Über LivePlan
Ein einfaches Finanz-Dashboard für dein Unternehmen. Erstelle intelligente Budgets und Verkaufsziele, verfolge deinen Plan. Kann mit QBO und Xero synchronisiert werden.
This program walked me through my process and made it as easy as possible to navigate and formulate my strategies. I found other models very difficult, this made business plan wring easy.
I struggled with the financial forecast section. I'm bad with numbers, and really just this part in general, so a little more instruction around this area would have been nice.
Nutzerbewertungen filtern (178)
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Nutzerbewertungen filtern (178)

Great product
Kommentare: It's been a great run with Liveplan for over 5years now
Vorteile:
Product way of use and how it makes my financial planning easy
Nachteile:
The new price upgrade does not make subscribing easy anymore
A Helpful Tool for Business Planning
Kommentare: Overall, LivePlan is a valuable tool for creating and managing business plans. Its user-friendly interface, AI assistance, and flexibility make it a good choice for entrepreneurs and small business owners.
Vorteile:
Flexibility: LivePlan offers a high degree of flexibility, allowing users to customize their business plans to suit their specific need, Ease of Use ,AI Assistance:
Nachteile:
Limited Integration: While LivePlan does offer some integrations with other tools, it may not integrate seamlessly with all the software and applications that businesses use. This can make it more difficult to manage their business operations.
Antwort von Palo Alto Software
vor 6 Monaten
Awad, thank you for taking the time to leave us such solid feedback. I've passed your note on integrations back to our team as we're constantly looking for ways to improve. Thanks again!
billed for 3 years straight without our knowledge. thanks
Vorteile:
i liked the fact, we used this product 1 day and was billed for 3 years straight without our knowledge. thanks
Antwort von Palo Alto Software
vor 6 Monaten
Darren, We're sorry to hear about your experience and would encourage you to reach out to our customer support team if you haven't already.
Live Plan for MEBG
Kommentare: I had a very good experience with it. I liked how the platform breaks the plan up into a step by step process.
Vorteile:
Very easy to understand and use. The graphs and charts were very helpful.
Nachteile:
I was looking for the ability to save multiple versions of plans for the same business. Maybe you have the capability but I could not find it.
Antwort von Palo Alto Software
vor 3 Monaten
John, thanks so much for taking the time to leave us a review. We appreciate your feedback. The simplest solution to saving multiple versions of a plan for your business, is to add an additional company. There are other ways to do this as well, so I'd encourage you to reach out to our support team here to assist you in doing that https://www.liveplan.com/contact-us
Live Plan pros and cons
Kommentare: I am a user of the system and I have really enjoyed it and it helps me in my work developing various consulting projects, but some adjustments are needed and some other features need to be added.
Vorteile:
Easy to use, good tools, exceptional forecast
Nachteile:
When I make a copy of a Business planner to be used as a reference in building another one, the counter for the total number of images I have placed is not reset, thus creating problems for placing new images as the limit is reached very quickly. It is not possible to use a copy of a forecast from one plan and copy it to another or to use the outline structure of one plan in another empty plan.
Antwort von Palo Alto Software
vor 6 Monaten
Thanks for your review Evandro we appreciate the feedback and are happy to hear you're enjoying LivePlan. I spoke with our customer success team about the issues you shared above, and they noted they have a solution. I'd encourage you to reach out to them here: https://www.liveplan.com/contact-us - they'd be happy to help with your issue!
Pending Acquisition of Palo Alto Software
Kommentare: Our overall experience with Liveplan has been positive.
Vorteile:
It allows us to provide value to clients.
Nachteile:
There is limited selection for template design. Also, it can benefit us if there were an unlimited number of team members that can contribute to an account.
Antwort von Palo Alto Software
vor 6 Monaten
I've passed your feedback onto our product team Olokun. Thanks for taking the time to leave us a review!
Great Value for Money
Kommentare: Increased my value to clients. I really appreciate the efforts of the team to constantly improve the tool. I note the constant improvements, which have only made my client service better.
Vorteile:
The intuitiveness of the tool and the recently added AI assistance. Seamless syncing with QuickBooks, allowing for better guidance to my clients.
Nachteile:
No issues. I really have no issues with the tool.
Antwort von Palo Alto Software
vor 6 Monaten
Errol, thank you for taking the time to leave us a review. We greatly appreciate your feedback and are happy to hear LivePlan has helped you increase the value to your clients - this is what we strive for! Thank you!
Software Review
Kommentare: I thought the software was easy to use and very valuable.
Vorteile:
I thought the sample plans were extremely valuable.
Nachteile:
I would like the capability to export the sample plans.
Antwort von Palo Alto Software
vor 2 Monaten
Thanks for much for taking the time to leave us a review Sam, we appreciate your feedback!
Business Planning made Easy the LivePlan way
Kommentare: Easy to use. Affordable. Superb support and training.
Vorteile:
The product flow. The plan guide allows you to move step by step through the planning process. Very easy to follow and is more or less a plug-and-play system. The support team are most professional and very quick to respond.
Nachteile:
To date, nothing has cropped up causing me concern or to dislike the product.
Antwort von Palo Alto Software
vor 2 Monaten
Jonathan, thank you so much for taking the time to leave us a review. We're so happy to hear you've been enjoying LivePlan and we appreciate your feedback.
Father's cafe and Bakery
Kommentare: I have used it for several years now for several different adventures and it has always done us right.
Vorteile:
I like the way that it does all of the forecasting and calculations for you. I like the format of the plan itself.
Nachteile:
I am currently having an issue with figuring out how to get the payroll taxes included.
Antwort von Palo Alto Software
vor 2 Monaten
William, Thank you so much for being a loyal LivePlan customer and for taking the time to leave us a review. We're glad to hear we've supported your many adventures and wish you continued success, always!
Mostly Great!
Kommentare: I love how easy it makes writing a complicated document.
Vorteile:
It allows for several different scenerios and is easy to change numbers as you learn and grow.
Nachteile:
It does not have a Sources and Uses page. This is the most important when asking for money.
Antwort von Palo Alto Software
vor 6 Monaten
Thanks for your solid feedback Kelly! I've passed your input on to our product team. We appreciate you using LivePlan!
LivePlan - A Great Business Plan Tool
Kommentare: I build many Business Plans for my clients and find LivePlan to be the easiest solution.
Vorteile:
A really easy to use platform. The platform links the Business Plan with building a Pitch Deck, creating graphs to easily explain the detail of the plan.
Nachteile:
The fact you have to pay extra for some functionality around finance is an issue.
Antwort von Palo Alto Software
vor 5 Monaten
Thanks so much for your review Steven! We appreciate your feedback and you using LivePlan!
Brian's Review
Kommentare: Very helpful - good questions and suggestions help building up the plan
Vorteile:
Inutitive and helpful - add's a lot to the appearance of business through Charts
Nachteile:
I could do with being able to include individual Dept revenue & Expenses
Antwort von Palo Alto Software
vor 4 Monaten
Brian, thanks for your review. We appreciate you being a LivePlan customer and will pass your feedback onto our product team.
new buisness owner
Vorteile:
the assistance that it provides. And the examples that it has so you know as a beginner.
Nachteile:
Having to type out my buisness plan. and that it is hard to see it as a whole without having to download it.
Antwort von Palo Alto Software
vor 5 Monaten
Thanks for your feedback Kaleb - we're happy to hear that you've found LivePlan helpful!
good experience
Kommentare: very good, to think about any new project. easy to see all the expected challenges.
Vorteile:
guiding me step by step in easy way, make it better for me to start business understanding.
Nachteile:
more forecast years, it is now 5 years, I hope it will optional up to 15 years. also I hope to have the real present value, interest rate inflation for any said country.
Antwort von Palo Alto Software
vor 5 Monaten
Thanks for your feedback Khalid! We appreciate you being a LivePlan customer!
You don't need any other solution to get started!
Vorteile:
It is very friendly to use and it delivers everything you need to create a great business pitch.
Nachteile:
It would be great to have a reduce price after the second year of subscription.
Very Helpful for Founders Like ME
Kommentare: I avoided writing a formal business plan for my new startup until I found LivePlan. The tool's structure made it very easy for me to bring my ideas and notes from other sources and compile them into a more complete and accurate plan. This helped get my team of advisors and early-stage employees on the same page from the beginning.
Vorteile:
Putting together the initial Pitch, rather than the entire business plan, made me feel like I could accomplish a critical portion quickly. I still use this Pitch link all of the time. Have also appreciated using the AI tool to expand on my notes and short ideas.
Nachteile:
Having LivePlan assist me with writing the plan has been awesome, but it took several weeks to get matched with a writer and kickoff the project.
A Profesional Plan For Dummies.
Vorteile:
I love the video examples. The step-by-step businesses directory. I had no clue how to write a business plan or could not afford to hire a business plan writer and this app help me indefinitely to conjure to pursue my dream.
Nachteile:
The one thing I liked about the life plan was the marking of the don't use boxes, I figured I didn't want to submit that information it would just not print. And with printing the app it print blank pages which made my business plan seem incomplete. Eventually, I got it right.
Who would’ve thought this tool existed?
Vorteile:
I love that it walks me through writing a pitch and a business plan. This is a tool even the most novice of entrepreneurs can use to write a stellar business plan that will wow the banks!
Nachteile:
The example business plan templates were not easily found/accessible. I would make those front and center in all windows so that a person can easily compare what they’re putting together to what a seasoned pro might add in a similar field.
Business plan
Kommentare: Excellent. Very easy to use and details
Vorteile:
It provides details in planning with example
Nachteile:
Some examples use is very hard to understand in the business that I Have
Great resource
Kommentare: Very helpful for building business plans and more
Vorteile:
Easy to use very educational for beginners
Nachteile:
Haven’t used all parts but so far I’m loved it!

Too expensive
Kommentare: Ok to use but when done with the plan, there is not really a reason to keep paying.
Vorteile:
Easy to use and good help for creating a Business plan
Nachteile:
When you have done the plan it is just there and I have been paying a lot of money for just storing my Business plan for 2 years. Now I have to prioritize what I spend my money on and this is one thing I dont need at the moment.
Antwort von Palo Alto Software
vor 5 Jahren
Thanks for your feedback Jeanette, we appreciate you taking the time to leave it! Many people keep their subscription long term, because they use the Dashboard feature to track their progress, compare their actual results to their plan, and continually update their plan based on what they've learned from experience. LivePlan is a great tool in this regard to manage your business if it is already running, or when you begin operations. LivePlan is also non-contract, so you can use the software for as long as you like, and cancel when you need. So if you need it just to make one plan quickly, you are welcome to cancel when you are finished with no risk. You can also switch a monthly plan to annual billing later to take advantage of the savings offered there if you plan on using it for longer.
Great product to start a business
Vorteile:
Very useful in planning, pitching and eventually starting my business. It supported every element from ideation through to detailed p&l & balance sheet for presentation to investors. The software guides you through how to write your proposal/business plan and then helps you formulate and plan all the revenue & costs you need to think about and plan for. Integration with my online accounting software was pretty helpful too.
Nachteile:
I found that for my business the options for calculating revenue and cost of sales were clunky - adding support around these elements in terms of how COS are not necessarily all incurred in the months the product is produced. In my case it can take 3 or 4 months to build the final product - incurring costs along the way. Reporting variance against plan with integrated accounting software is clunky.
Antwort von Palo Alto Software
vor 5 Jahren
Thanks for your feedback!
GREAT Business Builder and Planner
Kommentare: My business is solving budgetary issues with LivePlan. It is creating a window into my business as a whole so that I can see what areas need to be improved, increased or eliminated. So far, my business is making great progress. One of the changes we made was to cut the size of our staff. Our workload is less, but we are making MORE money! Thanks LivePlan for your enlightenment!
Vorteile:
Liveplan definitely has many features that I need in my service-based business. BUSINESS PLANNING SOFTWARE is one of the features that it provides via video instructions. IMPORTING OF QB INFORMATION for BUDGET ANALYSIS is a crucial need for any business looking to be successful.
Nachteile:
I am not completely satisfied with the ease-of-use of Liveplan. To their credit, I haven't searched out for help or training....and I'm sure they have online support for new users. I would like support in understanding the numbers created by the many reports that can be analyzed.
Great product for understanding business
Kommentare: This software was amazing for my initial business planning phase. Unfortunately, because I am a franchise I have access to other tools that are integrated with my ordering software and reporting software that automate most of the dashboard and bench-marking features. If this could link up to my other software i would likely come back to it since it is so easy to test out possible business plans and forecasts.
Vorteile:
This software helped fill in the gaps for me. I don't have a business background, so purchasing an existing business was a little out of my knowledge comfort zone. This software helped me understand how business works and how my decisions effect the whole picture of my business.
Nachteile:
The reason I stopped using this software is that the reports it generates is difficult for banking and finance professionals to digest. My applications for additional funding got delayed because I needed to redo my forcast and business plan in a way that was easier for my finance people to digest.
Antwort von Palo Alto Software
vor 5 Jahren
Thank you for your honest feedback, we appreciate it!