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Software de plano de negócios /
LivePlan Reveja
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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.
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.
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!
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.
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.
* 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.
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?
- Very easy and flexible software
- There is absolutely nothing I don't like about this software
Integration with more accounting platforms would create more choice for compatibility.
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
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!
The price can be prohibitive and at times having more description under each category would help.
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,
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.
- 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.
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.
It's a little costly for the probably one-time use; however, it is extremely useful and provides you with everything you need.
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.
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.
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!
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!
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!
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!
There was nothing I disliked about the software. by Palo Alto Software on 11/11/2019 Thank you so much for your feedback!
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!
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!
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!
I would like to have the possibility to personalize a lot more the layout to print the completed Buiness Plans.
The monthly subscription component, as well as some issues with customization, were challenges with this program.
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.
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:
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!
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!
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.
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!
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!
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!
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!
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!
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!
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!
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!
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.
Muito fácil de usar
Graphs and tables of the forecasts isnt so clear. Nead an additional assistance on that part.
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.
Nothing. Liveplan had all the bells and whistles plus the basic. What's not to like?
The step by step guidance to create a business plan
The monthly charge for just pausing your account.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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!)
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
There really isn't much this software can't do as far as business plan creation goes. Haven't found any negatives yet
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.
I didn't really have anything negative to say about this program except that the price feels a bit steep for what you get.
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!
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.
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.
Perfect for budgeting and our financials.
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
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.
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
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.