Categorie: Software de plano de negócios / LivePlan Reveja

LivePlan

Avaliações: 72 | Classificação geral: Boa
Excelente
55
Boa
14
Média
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Mau
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Horrível
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LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. Set business goals, compare performance to industry benchmarks, and see all your key numbers in an easy-to-use dashboard so you know exactly what's going on in your business. Less than $20/month.
Comentário deixado em 04/10/2020
Benedicto Racki

Overall the software excellent. I wish I could get my customers to utilize it more on a consistent basis.

LivePlan takes you through the process of writing a business plan and putting together financial forecasts in an easy, step-by-step manner. Built in benchmarks are great for planning and analysis. The Pitch is excellent for summarizing the focus of any business. QuickBooks integration and Financial Dashboards are outstanding tools for tracking actual vs. budgeted income and expenses. The milestones are perfect for keeping everyone on task.

Could have better interface and step-by-step instructions for the assets and liabilities - how the items in QBO relate to LivePlan. The financial portion of the plan could be better formatted when printing.
Comentário deixado em 04/09/2020
Jaffe

Strong, helpful product. Delightful communications.

I really appreciated how easy it was to project the impact of the decisions we were considering. It made planning my business's growth intuitive.

The initial set up was time-consuming, but still better than doing this manually. by Palo Alto Software on 03/03/2020 Thanks for leaving a review - greatly appreciated!
Comentário deixado em 04/08/2020
Fairleigh Dollarhyde

I purchased this to help create a business plan and it may work for other businesses but the help given was mostly for retail companies. Not much help for an insurance agency.

Customer service is excellent, I was able to reach someone immediately when calling.

It is a little difficult to try and figure out even after watching the tutorials. by Palo Alto Software on 10/12/2019 Thanks for your feedback Nancy - greatly appreciated.
Comentário deixado em 04/07/2020
Cozmo Longoria

I needed to write a business plan for my investors. I was going nuts trying to create charts and properly format them. Then a friend recommended LivePlan! The financials were so easy to use and I liked knowing the calculations were all correct. It helped me create a precise plan to confidently share with investors



Comentário deixado em 04/06/2020
Stacey Triffo

Great software and easy to do

I can simply type in what is and has been in my mind.

Only that as a South African the subscription fee for us is expensive.
Comentário deixado em 04/06/2020
Cozza Papalia

I will be returning to use this software again and again.

* Ease in Functionality

Nothing it was a great software to use. by Palo Alto Software on 14/10/2019 Thanks for sharing your feedback David, we really do appreciate it.
Comentário deixado em 04/04/2020
Milman Kicker

Brilliant! I just keep renewing, checking and playing with my business financials and have used it to collaborate too!

I love the intuitive nature of this product, it literally takes you through the steps of a business plan, and to really think about all the little elements within your business. It also Synchronises with XERO with is a bonus, so you can see forecast vs actual etc..

Some of the settings for tax and other, for a layperson, are hard to get your head around, I think some videos or other resources would help here?
Comentário deixado em 04/04/2020
Gunilla

It has been a great experience to create business plans on the fly and also to track the actual results against your plan

- Very easy and flexible software

- There is absolutely nothing I don't like about this software
Comentário deixado em 04/03/2020
Pooley Rupesh

Great guidance notes and examples for each step/module make this an education as well as tool.

Integration with more accounting platforms would create more choice for compatibility.
Comentário deixado em 04/01/2020
Mareld

quick planning

I can produce a business plan for my managers very quick . I have used it on my new buying projects and other business types

This software have an every month payment type but I think that the idea of paying by the year is a great though
Comentário deixado em 04/01/2020
Nuzzi

I needed to create a business plan to seek funding and LivePlan is a very cost effective and powerful method for putting together projections and cash flow. I am very happy with this product and highly recommend to everyone to give it a try!

Valuable tool for seeking funding and making projections!

Needs more templates and customization options for the final document. by Palo Alto Software on 16/12/2019 Thanks so much for the great feedback Kunal - we really appreciate it!
Comentário deixado em 04/01/2020
Leboff Dunn

This software was instrumental in planning and writing our business plan.

The price can be prohibitive and at times having more description under each category would help.
Comentário deixado em 04/01/2020
Tingey

This depends on if I get my refund or not.

Well, the price seemed too good to be true, but I signed up anyway. Withing five minutes of signing up with my credit card and watching a couple lackluster videos and trying to find what I needed, I decided this wasn't for me. I proceeded to cancel, but it appears I cannot get my money back and I must wait one month for my subscription to cancel. How easy they taketh, but how difficult to returnth.

No robust, colorful, attractive. Videos a bit bland. by Palo Alto Software on 21/01/2020 Hello anonymous,We do offer a 60 day, no questions asked, money-back guarantee with any of our software. To receive this refund, one simply needs to contact one of our Customer Advocates by phone, email or chat during our normal hours of operation. Please contact us directly (click the Contact Us link in the upper right hand corner of our website) and mention this reply to your Capterra review so we can discuss your situation further.https://help.paloalto.com/hc/en-us/articles/115004948207-How-do-I-get-a-refund-using-the-money-back-guarantee-Best regards,
Comentário deixado em 03/31/2020
Thibault

If you have put together a business plan, you know its tedious and hard to get the different parts to show fluidity and cohesion. This tool allowed me to write things and then move the outline around to best show my overall agenda without missing all the bullets I wanted to hit.

I wanted assistance from a professional to help with the actual writing and this was additional. I wish they would offer a one time consultation with a professional at some point for every business plan to help when stumped.
Comentário deixado em 03/30/2020
Castillo Stalworth

- Saves Time

- The accounting section, input a few numbers and hours of work is saved. - The option to downgrade your account. - Multiple heading and sections to choose from

- Some heading won't or are difficult to change. - Formatting It's hard to track where your information is on the page, ie your last sentence might up on the first line of the next page.
Comentário deixado em 03/29/2020
Samal Bowens

Helped to establish the base ability to understand running costs in good detail.

Found it to be simple easy and suitable yet very profound covering all aspects

I suppose the only negative i think of is the price and even that is not bad for what you get.
Comentário deixado em 03/29/2020
Halbeib Vallegos

Fanstastic software that allows you to create a business plan step by step and offer you hints and tricks. Makes beautiful presentations!

It's a little costly for the probably one-time use; however, it is extremely useful and provides you with everything you need.
Comentário deixado em 03/28/2020
Scotty Oestmann

When we found LivePlan we were looking for an easy way to record our business structure so that we could show it to stakeholders. This application turned out to be a great tool for that task. We enjoyed it enough to where we keep our account going and now we regularly update our structure to make it easier to have conversations with potential investors, our banker, and other stakeholders.

The ability to collaborate sounds nice but the price associated with doing this makes it slightly prohibitive to us at this point. Perhaps in the future when we expand our business and the potential for a spin off becomes viable we might use this feature.
Comentário deixado em 03/27/2020
Silin Barck

LivePlan is incredibly simple and easy to use. The financial sales forecasting tool is very intuitive and makes writing a business plan more fun. I would highly recommend this product to anybody starting a business or revising their business plan



Comentário deixado em 03/27/2020
Byrom Minson

I love the output of LivePlan. The business plans and one-pagers look clean, modern, and professional. It's very simple to enter information about our business into LivePlan, and the software asks great questions.

If you already have a separate financial model or set of financial projections for your company, it can be difficult to enter them into LivePlan.
Comentário deixado em 03/26/2020
Laius Opiola

I like the ease of use, support and the step by step process.

I would have like to have seen more templated options for final business plan. by Palo Alto Software on 05/12/2019 Thank you so much for your review, Ricardo. We greatly appreciate the feedback! LivePlan has multiple export options and visual designs to choose from - hopefully that helps!
Comentário deixado em 03/24/2020
Oruntha Regulus

I Update my business plan annually. I like the fact that I can "suspend" the monthly billing when I am not actively working on the plan. Saves me a ton of money. by Palo Alto Software on 13/01/2017 Thanks for the kind words, Brant! We're really glad to hear about how LivePlan has helped you succeed with lean planning. If you¿d like to share a success story for your business, we¿d be happy to consider featuring your story on our website. You can share that information here: http://paloalto-4.hs-sites.com/pr-opportunities-liveplan



Comentário deixado em 03/24/2020
Ferrand

Overall, i was able to put my business idea on paper and see exactly what the budget and funding looks like. It really helped me decide whether or not the business idea was worth pursuing. I highly recommend it to anyone of any level looking to write a business plan.

I was able to create the exact business plan that I had envisioned. The software has great tools to help along the way. I had never written a business plan before, but using the software made it very easy with plenty of help and examples to create my own. The forecasts, budget, and funding pitch were what sold me on their software, and it was definitely worth it. It works exactly as advertised, and you'll know after you finish your business plan if it's really worth pursuing.

Everything about it was great. I got stuck at the beginning a little bit with the various summaries. I recommend writing out the full plan then coming back to the summary. It's much easier to do it this way and the software allows you to skip around. by Palo Alto Software on 25/02/2020 Thank you so much Nicholas - we really appreciate you taking the time to review LivePlan! Best of luck!
Comentário deixado em 03/20/2020
Dal

The cash flow report showed me how much funding we would need, and when, in order to keep the doors open.

LivePlan gave me the answer I needed to make that go, no go decision to even start a new business by showing me the cash flow I needed, not only to start up but also to operate the business month after month.

LivePlan totally met all our needs. The bank loan officer said it was one of the best business plans they have seen, and wished every applicant could submit such a professional document. by Palo Alto Software on 21/01/2020 Thanks so much Rosario, we really appreciate you taking the time to review LivePlan!
Comentário deixado em 03/20/2020
Vernen Deshler

Very easy to put together a professional business plan and slide deck for investor presentations.

Monthly fee. Expensive during times we weren't actually using it by Palo Alto Software on 21/01/2020 Thanks for taking the time to review LivePlan, we really appreciate it Trevor!
Comentário deixado em 03/17/2020
Cornish

The LivePlan software guides non-financially trained business owners / planners through the process in an extremely sensible and user friendly way.

There was nothing I disliked about the software. by Palo Alto Software on 11/11/2019 Thank you so much for your feedback!
Comentário deixado em 03/17/2020
Phi

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.

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.

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. by Palo Alto Software on 17/10/2019 Thank you for your honest feedback, we appreciate it!
Comentário deixado em 03/16/2020
Kaslik Simoes

Business plan preparation can be overwhelming; however, LivePlan made it easy to build and update our vision and communicate with relative ease.

Easy to use Great presentation aesthetics Great tips on use and preparation

I have no negative thoughts about this product by Palo Alto Software on 06/11/2019 Thanks for your feedback Ruben, we greatly appreciate it!Feel free to reach out if you have more comments or questions!
Comentário deixado em 03/15/2020
Trici Urmila

impressionante

thorough software highly recommended by myself

don't use it enough my problem not yours by Palo Alto Software on 10/12/2019 Thanks for your feedback Richard!
Comentário deixado em 03/14/2020
Novah

When you need to prepare a Business Plan and you want to do that togheter with other people and you want to share it with external people use LivePlan and to everything from a single platform.

I would like to have the possibility to personalize a lot more the layout to print the completed Buiness Plans.
Comentário deixado em 03/12/2020
Wertheimer Grishaber

LivePlan provides straight-forward business plan development assistance. It overs suggested wording and information to help users navigate through the sections of the plan and organize their information easily.

The monthly subscription component, as well as some issues with customization, were challenges with this program.
Comentário deixado em 03/12/2020
Africah

The ability to provide a workable and successful business plan.

I can produce a business plan for my clients extremely quick using LivePlan. I have used it on startups and other business types, in different industries.

The template choices and overall look and feel of the templates I would like to see improved much more.
Comentário deixado em 03/11/2020
Four

Software is good but for one job only. If the size of plant change I need to start all over. If it goes back to the initial plan I have to redo it all over again unless I have saved and downloaded the original version.

Easy to use and guide you to what it has to be done.

The fact that you can not make several business plans at the same time for example a business plan for a 300 ton per day plant and a business plan for a 1000 ton per day plant if I am building both plants at the same time. by Palo Alto Software on 09/01/2020 Thanks for the feedback - A standard LivePlan account includes one active company at a time but you can create as many companies as you want. You may archive your current plan, then create a new plan. It's easy to switch back and forth between companies.Here are detailed instructions from the Help Center:
Comentário deixado em 03/11/2020
Buddie Champlain

It was a great experience. I was able to complete my business plan in much less time than I expected. While I ultimately walked away from the business idea, I couldn't have realized the plan at all without LivePlan.

LivePlan is very easy to use. That was the first thing that drew me to it. It's packed with all the features I needed when writing a business plan for my software development company. I really like the archive feature because I needed to do two business plans and could do that with the base subscription by switching which plan was archived. That was very handy.

There were a couple of instances when I had issues with formatting, but I wondered if that was the internet browser I was using at the time. Overall, no complaints. by Palo Alto Software on 20/12/2019 Thanks so much for the feedback Aaron, we greatly appreciate it!
Comentário deixado em 02/27/2020
Riplex Meshanko

Can only recommend this tool. It helped me a lot while writing and consolidating my business plan.

Forecast planning made easy. Within minutes you gain a great overview of potential gross profits, cash flows or profit & loss scenarios.

Possible local or regional requirements need to be considered if this tool is being used. by Palo Alto Software on 02/03/2020 Thanks Daniel - we appreciate you taking the time to review LivePlan!
Comentário deixado em 02/06/2020
Ignatius

Ok to use but when done with the plan, there is not really a reason to keep paying.

Easy to use and good help for creating a Business plan

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. by Palo Alto Software on 10/02/2020 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.
Comentário deixado em 01/17/2020
Ardeha Frease

LivePlan helped me create a workable, realistic strategic plan. After one year in business, I revisited the plan and saw that my projections on revenue, margins and start up costs were spot on, thanks in part to this great software tool. I recommended it it to several prospective bakery owners as a well-priced tool to start turning their dream into a viable business reality.

Live Plan was perfect for my needs - it helped me shape my strategic plan and think through my start-up capital requirements and revenue projections. I loved that it gave me some industry benchmarks and suggested budget items (like employee payroll liabilities) I hadn't thought of. The templates were also very helpful to show me what a plan should look like.

I didn't like that the software didn't highlight at the beginning how to coordinate between my LivePlan line items and my Quick Bookls like items. It made using the review feature (to compare projections with performance) more difficult to use. by Palo Alto Software on 21/01/2020 Thank you so much for the feedback Laurie - we greatly appreciate it!
Comentário deixado em 01/16/2020
Grannie Verissimo

I like all of the definitions of each section.

That it is geared toward US business only. My business plan was for somewhere out if there US. by Palo Alto Software on 21/01/2020 Thanks for leaving a review Homa - greatly appreciated!
Comentário deixado em 01/14/2020
Woodsum

The experience was productive and the software is great!

I've bought the software recommended by a friend. The software is easy to use, however there are lots of resources that my team has never used. LivePlan was only used to make a couple of Business Plans. It's not the cheapest in the market, however its worth while.

It's only possible to open and manage a company at a time without paying an extra fee. by Palo Alto Software on 21/01/2020 Thanks so much for your feedback Daniel!
Comentário deixado em 12/18/2019
Clougher Brent

LivePlan was excellent for writing a business plan, it helped to guide the actual planning for the business by allowing us to change variables and see the results. The end product is very detailed and professional looking. The best part of the software was the easy walk-through process, it made it very easy to enter data and return to revise it later. Being able to collaborate with peers on the process and have a partner enter data at the same time was also very useful.

I can't think of any significant issues with the software, it worked very well. by Palo Alto Software on 21/01/2020 Thanks for you review Michael!
Comentário deixado em 12/03/2019
Thayer

Relatively easy to use. Live Plan gives you a good look, at the viability, of a business opportunity. I have used it several different time to help make sound business decisions . Easy to cancel when you no longer need it. They even send you a reminder. I will use it again when the need arises.

I don't recall I have not used it in 9 the last 9 months. by Palo Alto Software on 06/12/2019 Thanks for the great feedback Eli!
Comentário deixado em 11/06/2019
Luther Hamed

I needed to put a business plan together fast and needed to tailor it to what different audiences investors and partners required or needed to see.

I am not creating a business plan everyday or month so the subscription from the first month could have been lower maybe? by Palo Alto Software on 11/11/2019 Thanks for your feedback - we greatly appreciate it!
Comentário deixado em 09/13/2019
Zirkle

Used it for Biz Plan for a start up

Ease of use and the plug n play parts made structuring the biz plan easy and we can add on the other parts later as we go along

nothing at this moment as I have not fully used the application by Palo Alto Software on 14/11/2019 Thank you so much for your feedback! We really do appreciate it Sugumar!
Comentário deixado em 09/05/2019
Ardeth

I have been complimented several times on how neat and precise my business plan is. I have already recommended this to others in my field and will continue to in the future.

This software was easy to use and easy to understand. The introductory videos helped with all aspects of setting up a business plan. The tools, including other business plan templates, were very beneficial.

I really didn’t have any complaints. I’m not the best with electronics and technology and this was very easy to access and use. by Palo Alto Software on 14/11/2019 Thanks for the great feedback Katie - we greatly appreciate it!
Comentário deixado em 08/26/2019
Koy

Prepared a plan to seek a SBA loan

Very easy to use and love the way it formats the plan. I also liked how you could customize the sections. Love the examples content in each section too.

The forecasting function was a little hard to figure out. It would be nice if you could apply a percentage increase/decrease instead of putting actual amount in.
Comentário deixado em 08/26/2019
Pilar Deelip

On scale of 1-10 i would say 8-9. Which is very good!

Muito fácil de usar

Graphs and tables of the forecasts isnt so clear. Nead an additional assistance on that part.
Comentário deixado em 08/21/2019
Kiel

Veja acima

I could use it as an outline for writing my client's business plan.

I haven't used it enough to say what I liked least. It would be nice to have an option to just do a one time purchase without automatic renewal. I only sought out the software for ease of use to create client business plans. Keeping my account active in the long run was a waste of money because my amount of usage did not justify the monthly spending.
Comentário deixado em 08/20/2019
Ignaz

Its intuitive and interactive. I like the sample plans mostly.

Nothing. Liveplan had all the bells and whistles plus the basic. What's not to like?
Comentário deixado em 07/18/2019
Mancino

I am torn with this software, I did like it and was able to create a first draft of the plan but then I had to put it on hold and they kept charging me a fee for just pausing the account. I ended up cancelling because I saw no point on paying for not using it at all.

The step by step guidance to create a business plan

The monthly charge for just pausing your account.
Comentário deixado em 04/25/2019
Templas Skilling

I would recommend this to anyone with a small business who wants more insight into their financial data. One piece we will not be using is the pitch feature, but I can see value in startups having the ability to put together comprehensive plans.

This software integrates with Quickbooks Online and allows us to get accurate positions of many financial measures on a daily basis. I was never thrilled with Quickbooks dashboard, and LivePlan solved that problem in a very affordable way.

I do not have any complaints. Setup was easy, and the Quickbooks online mapping worked without much effort on our end.
Comentário deixado em 04/23/2019
Marcellina

Importing data was very easy. Linking accounts saved a lot of time with data entry. Also, it gives many options for reports and integrates with most other major financial software providers.

The cost for where I am at. I don't use it enough to absorb the cost, but if it's a revenue generating component of the services a business provides it would be a useful tool.
Comentário deixado em 04/06/2019
Eppes Treaster

Excellent way to stay on top of numbers and / or line up your business for sale.

The dashboard gives you nice graphical view of your monthly, quarterly and annual financials.

You can't upload financial figures from a file, only from Xero or Quickbooks Online.
Comentário deixado em 04/06/2019
Jolenta Jakeman

This a great tool to use with my Clients, adding extra value to them.

Very useful Dashboard functionality, which gives the user a very good view of their financials

No option to upload figures from a file if you don't use QuickBooks online or Xero accounts.
Comentário deixado em 03/28/2019
Suzette Mahlman

It helps us is growing our business by making plans and we see a clear difference in our business before and after using it.

One of the freind suggested us LivePlan and we are very thankfull to him because it helps us making business plans in a very simple and easy way because they guide us step-by-step with a good examples that is very good for a new person

I have nothing to say but it is a bit expansive for us but i recommend it.
Comentário deixado em 01/25/2019
Belden Pendergraft

I haven't been using LivePlan long, but I have set up my company's financial expectations and goals, and am really happy with the user-friendly, yet comprehensive setup of this software. I believe it will go a long way in assisting me to create a long-term, realistic financial plan for my business!

I really like all the integrated charts and graphs to help me clearly envision the current status of my financial goals!

So far, I really like what I see...nothing bad to report!
Comentário deixado em 12/04/2018
Nickelsen

Its a perfect tool to forecast and plan business financial data. It has a lot of configurations for you to input different types of revenues and expenses. Set your initial balances and even configure EOY taxes. For startups this tool is extremely useful as it will help you forecast the first 1-2 years of operation with ease.

The real problem is tracking data of forecast vs real data. Luckly we use xero so we can sync our real data but for some reason, it's not easy to do. There are no reports of any sort that let you export and make specific analysis.
Comentário deixado em 10/07/2018
Hannis Zener

LivePlan is helping my business grow because I am able to stay organized with goals and milestones as we are meeting them. I can see firsthand what is allowing my company to grow and where we need to make changes to be successful.

I really liked working with LivePlan to build a business plan. LivePlan helped me with having a template available to build my business plan upon. I thought writing a business plan would be something I would have to outsource and get help with. LivePlan allowed me to take control of writing and creating my own business plan. I love that I can change and expand my business plan at any time! I can also share my plan with potential investors and feel confident that it is both organized and professional.

I would like if the software would integrate with my accounting software, that way I can see in realtime how my cash flow is cooresponding with my company goals.
Comentário deixado em 09/05/2018
Cavil Detjen

Positive. Once we wrote out a business plan for a project that never got off the ground. I was grateful. Had we not developed the business plan - we would have gone into a very unprofitable venture.

I think this is a great guide to get you in the planning aspect of any business. It forces you to go through the process and make sure you have clarity in your ideas, so that it all fits together nicely and aligns well.

I had a hard time going back to the plan - and comparing how i was doing in the forecast. I think that in any project one is extremely positive at getting the right results easily, but that is not the case in reality. That is not the plans fault though.
Comentário deixado em 08/27/2018
Bertle Nanasy

It was a great experience with LivePlan. They have a clean and attractive user interface with helpful guidance. The customer service is shockingly amazing. I requested one payment refund after not using it in over a year and it was super quick and easy. Highly recommend this software.

It's clean, attractive, and easy-to-use.

It is subscription based and not cheap, however, I was shocked at how quickly and easily they refunded and cancelled my subscription after my request since I had not used it in over a year (Thanks Chris!)
Comentário deixado em 06/04/2018
Jolee

I can change the structure and model of our business much easier and accurate

The price set to pay for in order to use the software is friendly There is training on site afforded by the developer There is online support available to help new users

It is not easy to integrate this software with other business plan software that were available for use by the company before moving into this one
Comentário deixado em 04/16/2018
Malet

Easy to use software, well written, it has videos to help guide you thru writing your business plan, export as PDF and much more

There really isn't much this software can't do as far as business plan creation goes. Haven't found any negatives yet
Comentário deixado em 03/28/2018
Amorete

Checked my business plan was viable, helped me clarify my thought processes. Gave me something to measure performance against.

Cloud based, easy step by step process for planning for novices. Once you have put in the basics of revenue streams and costs its very easy to play "what if" type questions and see the impact on your forecast.

Where the product really falls down is when you want to compare with Actuals. It only connects to Xero and Quick Books and you have no control over the data or time period that it syncs at all - current year plus last two years, which is rubbish if your business has pivoted and you only want the last six months data for example. Whats worse is you cant roll back the sync - you have to manually delete all sync'd data.
Comentário deixado em 11/16/2017
Heymann Causley

It helps you by creating a framework for your plan. It was much easier to get started than if I had been looking at a blank notepad. I have always found that structure helps me tackle tasks when I'm not sure where to start.

I didn't really have anything negative to say about this program except that the price feels a bit steep for what you get.
Comentário deixado em 10/12/2017
Thackeray

I was able to quickly build a business plan even without having a lot of experience putting one together before, it definitely helped lower the barriers for me to begin writing.

I loved the financials section, this really helped me create the forecasts needed for my plan. The export feature was also easy to use and produced professional looking documents.

I think they could provide more use cases and samples based on industry for users new to writing business plans. by Palo Alto Software on 13/10/2017 Thank you Amy, we greatly appreciate your feedback!
Comentário deixado em 06/07/2017
Mosera Mankins

Cost effective. Professional business plan presentations. Very easy to use- just input your company details and it produces a professional plan you are able to present to others. I really like the financial forecasting and budgeting piece of the program.

I have a difficult time finding much I do not like about this program. The only thing I can think of as a suggestion would be to offer more examples or scenarios within the categories.
Comentário deixado em 05/19/2017
Lunetta Dasilua

A full business plan, and real projections of what is expected to be spent and what is expected to be made. After the projections the actual real numbers show, when conducted right the projections are accurate.

LivePlan is extremely easy to use and straightforward. The options are almost endless. Every aspect of a business plan can easily be addressed and completed with help from the software itself. Everything has an explanation from profit and loss projections to real time profit and loss and that's just one feature. Business summary, analysis, and the executive portfolio are all ready to be put together and turn out very well put together as well as the step by step process of putting together your business plan.

Limitations on time. Liveplan offers three options: 3 year, 5year, and 10 year projections. Unfortunately it is limited to that time frame which disappoints because other than the time frame, just about everything else is customizable.
Comentário deixado em 01/27/2017
Rustie

Cheap, easy to use and provided us with a plan that made sense. I don't know how else our business would survive without it.

Perfect for budgeting and our financials.

Comentário deixado em 01/05/2017
Faline Symore

We had always used spreadsheets or free templates until we tried "The business model canvas" we found in a book. Having that structure helped... but not as much as LivePlan.

Fácil de usar

Haven't found one yet by Palo Alto Software on 13/01/2017 Thanks for the kind words, David! We're really glad to hear about how LivePlan has helped your team. If you¿d like to share a success story for your business, we¿d be happy to consider featuring your story on our website. You can share that information here: http://pln.rs/david
Comentário deixado em 12/23/2015
Laura

I've checked out no fewer than 10 other options. This is by far the most simple, the most user friendly, and the most feature-rich option out there. It's not only the cleanest and best-working (no bugs!), but it actually gives you the tools you need to cover a wide variety of business planning needs. Given the range of functionality (for example, you can do month-by-month sales forecasting for 36 months at the basic price level - something that most other services charge you an arm and a leg to upgrade tiers to gain access to), no other software comes close to this. And the final output of the business plan is SO CLEAN. A nice variety of example plans are available, and the "guided" element of going step-by-step is really actually helpful (instead of prohibitive, as I've found some guided software just takes you too far away from what you should really be focusing your time on).

O preço é muito acessível

This software really only seems to lack a timeline option - you can't custom map a gantt chart for your project timeline. I had to go to another piece of software to get this element in place. But I used LivePlan for the rest of the business plan.
Comentário deixado em 10/07/2013
Nikkie

Excellent and easy to use!! I completed my business plan in about a week. The bank was impressed by the business plan and I secured my loan. With my initial plan complete, I now have a "compass" to constantly refer back to to keep me on track for growth and remind me of great ideas I intend to pursueThank you so much!



Comentário deixado em 09/16/2013
Bogusz

Nearly impossible to get good support.. And nearly impossible to cancel the account once you decide to do so..

Good vision. by Palo Alto Software on 21/09/2013 Hi Dave, We're very sorry that you were not satisfied with our customer support. Our team here in Oregon strives to provide direct and quick support for any of our customers needs, via phone, chat, online, and email communication. I'd like to personally offer to follow-up to help alleviate your issues. Based on our call records, we see that someone from your company was able to get through with a question about account cancellation, and successfully cancelled the account less than an hour later. If there's anything else we can do to provide even better support, we would appreciate the opportunity to provide what you need. In general, from the LivePlan tool to our individual customer service interactions, we make it our mission to help small businesses succeed. Again, we hate to hear of your difficulty, and hope to quickly and conveniently solve your issues.Thanks, and we hope to hear an update soon, Dave, --The LivePlan Tem

Comentário deixado em 01/19/2012
Kiernan

I really like Liveplan and I still do as I'm using it on a regular basis. Very easy to use, tons of examples in all the sections which is really helpful. I was able to share the plan with my colleague without giving him my login details which I found quite useful as my colleague is located abroad.

The price!!! I looked around and I think this app beats the others I looked at in terms of price for what is offered. Also the examples were a pro and definitely the financials. I hadn't a clue how to do them previously so that was a big help.

Nothing I really disliked about it to be honest.

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