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LivePlan
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LivePlan is a SaaS platform that simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. It offers step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans to help users create a professional business plan. LivePlan's automated financials with built-in formulas ensure accurate projections and financials. Users can share a one-page pitch of their business model with lenders, investors, and internal teams. The platform also offers performance dashboards that simplify budgets and sales forecasts and creates impressive charts and graphs automatically. Users can sync QuickBooks or Xero with LivePlan to pull in actual accounting data and use it as the foundation for projections and budgets.
Website
https://www.paloalto.com
Developer
Palo Alto Software
Category
Collaboration & Productivity、ERP
Suitable for enterprise
Personal、Startups
HQ Location
Eugene, OR
Year Founded
1988
Number of Employees
73
Twitter
@paloaltosoft
Strengths
  • Easy to use

    Intuitive interface and step-by-step guidance

  • Collaboration features

    Allows multiple users to work on the same plan

  • Financial forecasting

    Provides detailed financial projections and analysis

Weaknesses
  • Limited customization

    Templates may not fit all business models

  • No mobile app

    Only accessible through web browser

  • No free trial

    Must purchase to try the software

Opportunities
  • Increasing demand for business planning software
  • Potential to integrate with accounting or CRM software
  • Opportunity to offer localized versions of the software
Threats
  • Competing software with similar features and pricing
  • Decreased demand for business planning software during a recession
  • Potential for data breaches or loss of sensitive information

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Media

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LivePlan Plan

LivePlan offers three pricing plans: $19.95/month for the Basic plan, $39.95/month for the Standard plan, and $59.95/month for the Premier plan.
Annual | Premium $ 360 Per Year
For businesses that also need financial tools to help them operate and grow. Includes everything in Standard, plus: Industry Benchmark Data What If Scenarios Performance Dashboards Real-Time Profit & Cash Forecasting Export to Excel Syncs with QuickBooks & Xero
Annual | Standard $ 180 Per Year
For anyone who needs a professional business plan. Step-By-Step Instructions Lender-Ready Statements Full Financial Forecast One-Page Pitch Builder 500+ Sample Plans
Monthly | Premium $ 40 Per Month
For businesses that also need financial tools to help them operate and grow. Industry Benchmark Data - Compare your actual performance to businesses that are similar to yours to see where you can make improvements. Forecast Scenarios - Run up to 10 full forecasts to understand your best and worse case scenarios. Performance Dashboards - Turn your data into charts and graphs to help you easily spot growth opportunities. Milestone Planner - Stay focused and motivated by setting milestones for each of your business goals. You'll get emails on your progress. LiveForecast - Get a more accurate picture of your finances. Forecast profit & loss with actual results from your accounting data in real time. Syncs with Xero & QuickBooks - Instantly pull accounting data into your dashboard. No need for manual entry.
Monthly | Standard $ 20 Per Month
For anyone who needs a professional business plan. Step-By-Step Instructions - Examples and detailed guidance help you write every section of your plan. Automatic Financial Statements - Built-in formulas make it easy to create financial reports lenders expect to see. Full Financial Forecast - Create accurate cash forecasts without complicated spreadsheets. One-Page Pitch Builder - Clarify and vet your business ideas by following a quick, fill-in-the-blank process. 500+ Sample Plans - Beat writers block by accessing sample business plans for your exact industry.
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