EduReviewerBusiness planLivePlan Review: The Best Software Out There?

LivePlan Review: The Best Software Out There?

By Max Zabairatskii, Updated January 2, 2023


Our opinion here is not influenced by the company reviewed, even if we are partners. Read how exactly our team scrutinizes online services here.

About LivePlan
Lowest price$15
Charged monthly/annualy
Our verdict Pros & Cons


  • LivePlan is an online platform that makes it easy to create business plans.


  • Users no longer have to worry about calculating never-ending figures; the software does all of that. It is merely inputting the figures, and every other end is taken care of.
  • Not only do small business owners have access to budgeting and forecasting features, consultants and educators also use the platform to deliver their services better.


  • The expert guidance and simplicity of features make LivePlan the go-to software for many professionals.
  • Easily consumable, clear, and customizable business plan.
  • Easy online publishing with a private link.
  • Exporting into various formats and templates.
  • Amazing forecasting with easy-to-add data points.
  • Zero calculation is required – the software handles everything else.
  • 60-day risk-free guarantee.
  • Only the most basic template can be exported into a Word document.
  • Difficult to integrate with QuickBooks desktop.
  • Zero control throughout synchronization when comparing with Actuals.
  • Unable to roll back synchronization.
  • Customers without Xero or QuickBooks have to resolve to manual inputting.
  • No font selection option when creating a business plan.
Best Customer Choice
Price$15Lowest price
Amazing Formats and Templates
The Software Handles Everything
60-Day Risk-Free Guarantee
Ideal for New Start-Ups
Visit website Read review
Price$99Lowest price
One-Time Payment
Educational Help (Videos and Manuals)
Two Month Money-Back Guarantee
Visit website Read review
Best Business Plan Software

EduReviewer is a platform that aids easy review of online education and writing services. When you want a correct review of platforms and do not have to worry about falling into the wrong hands, EduReviewer is the answer.

From top business plan software and resume writing services to learning math, music, and languages online, we have reviewed some of the best platforms that offer such services.

Often, the pricing determines which platform is right. However, before going forward, you should remember that a higher price does not mean better service or high delivery. Thus, as long as you are interested in getting a platform that offers the service you need, you should also consider your budget.

A platform with secure payment options and guaranteed data protection is another thing you should look out for. All platforms reviewed on EduReviewer have secure payment platforms and do not divulge any details without your consent. So, no worries, you are in safe hands.

Various online lessons are available today, from business plans, CV, resume, and cover letter writing to tutoring lessons. Today, there are limited funding opportunities compared to the available investors willing to fund enterprises, promoting competition. One way that many are using to stand out from the crowd is their business plans. And so, the reason why these services are popular.

Writing services continue to be high thanks to the internet and the need always to stay relevant and different from the crowd. Reports have shown that many employers consider excellent writing skills a major requirement when hiring. No wonder many are learning another langue and acquiring one digital skill or the other.

It is not enough to realize you need help; you should consider a few things before going forward. Please make sure they are qualified and have experience in the field.

Aside from these, ensure they have a great attitude and willingness to collaborate. When they are not open to feedback and constructive criticism, you should consider not going forward with such a service. Ultimately, you want a company that can take you from your position to the height you want to achieve.

LivePlan Overview

What is LivePlan?

LivePlan is a cloud-based business plan software that works entrepreneurs and small-to-medium size business owners through the entire business planning process. It was created by Palo Alto Software and in sections with various video tutorials to help write solid business plans in record time.

The software also helps to track businesses’ performances against their goals and industry benchmarks. It also simplifies budgeting, business planning, and forecasting.

It is predominantly designed with small business owners in mind, but there are other interfaces for accountants, consultants, educators, and incubator operations. Users have to input their business details, including descriptions, personnel plans, financial plans, and standard accounting statements.

How does LivePlan work?

LivePlan has a simplified method of helping businesses actualize their goals and meet their target.

Below is the step-by-step process of how LivePlan works;

live plan promo

  1. Set up.

Setting up your business on LivePlan is the first step. Here, you will be asked a few details about you and your business. After that, you will set the goal you have in mind for your business, and then a starting point will be recommended for you—all on your easy-to-use dashboard.

  1. Get started with business strategy.

After setting up, the next step is to get started on your business strategy. You will have access to a one-page summary of your business strategy. LivePlan allows you to document and publish this pitch on the web and eventually share it on social media.

  1. Create a full business plan.

Next, you can easily create your business plan in simple steps by following instructions and examples. The plan is also fully customizable, so you can add or remove chapters and sections as you want.

  1. Create a budget and forecast.

You also get to create your business budget and make educated forecasting. You don’t need math or complex spreadsheets to get it done. Enter the sales you think you can make, and LivePlan takes it up from there.

  1. Compare with competitors.

You can also check your numbers with your competitors to know how you are doing. You get to use real data from businesses like yours in your region or country to compare. This helps you to come up with budgets and forecasts that make sense.

  1. Enhance your business growth with the dashboard.

With your customizable platform and dedicated dashboard, you get to connect to QuickBooks, Xero, and other platforms to track your progress against your plan easily.

Does LivePlan guarantee that they have professional experts? Does LivePlan help at all?

LivePlan reviews guarantee that your business is twice as likely to succeed. And the reason is simple; their experts work you through all the business plan set up and budget creation.

Through video tutorials, you can access their professional experts and ask questions when you are not clear of a process. The downside, however, is that there is no means of direct communication with the expert. You don’t also get to determine the type of expert that attends to you or your business.

Still, their experts have proved to be up to the task and are always willing to see your business succeed.

Are LivePlan online services as effective as they say?

Without any iota of doubt, LivePlan online services are effective. The live plan review from over 850,000 small business customers they have attended to over the years proved that.

LivePlan helps business owners and other professionals like accountants and educators to reach their goals and build sustainable businesses that grow 30% faster than their counterparts.

Business owners have access to a robust and customizable dashboard that lets them see in real-time how they are doing. They can track their progress concerning their goals and also compare with their competitors.

Is LivePlan safe or a scam?

LivePlan is a robust business plan software that is published by Palo Alto Software Inc. It is a software organization with headquarter in the United States and an office in the United Kingdom.

Customers reviews on LivePlan propose you can either visit their physical location for inquiries, live chat through their website or send an email to them. With many customers worldwide and operating for years, the scam cannot be used in the same sentence as LivePlan.

Is LivePlan one of the best business plan software out there?

With thousands of customers in several world countries, it is safe to say that LivePlan is doing something right. Not only has entrepreneurs, small entrepreneurs, accountants, and educators benefited from LivePlan’s solutions, individual customers all over the world also testify.

Users of live plan reviews have access to over 500 sample plans, fast expert guidance, and able to build accurate financial reports quickly. A review of LivePlan also reports that its customers record 30% fast business growth.

Story of LivePlan

If your business needs a professional business plan with ease, then you have to consider LivePlan. Several SMEs have chosen the platform as their go-to business planning software, and the reason is apparent.

With LivePlan, you can create a fundable business plan with ease. With the right guidance, you can make a solid one-page plan in record time. You also have access to over 500 sample plans to help you swiftly realize your goal. You can also invite your teammate to contribute in real-time to the business plan. And when you are done, you can easily share it on different platforms. You can host your plan online with a unique and customizable URL link that you can share in another case.

Forecasting is another opportunity that users of LivePlan have to get a better financial picture of their business. Users can build budgets and forecasts, track business goals, and create visual reports. So, let’s proceed with the LivePlan business plan review.


LivePlan offers diverse services to different professionals, such as entrepreneurs, accountants, educators, enterprises, and incubators. These services include:

  • Business plan: LivePlan uses cloud-based software to help professionals and business owners create business plans that help them break processes into simple steps. Users can also choose from the over 500 sample plans and enjoy expert guidance when in doubt.

There are many positive LivePlan business plan reviews, so you should not worry about the quality of this service. When the business plan is ready, users can either download and share or host directly online and share the URL link.

  • Budgeting and forecasting: It is not enough to create a business plan; businesses and other enterprises should plan for the future through adequate forecasting. They should also be able to plan the budget and track expenditure.

When we analyzed reviews online from different platforms, we found that not many clients have used this service. But those who did had a good impression of it.

LivePlan Pricing

As at the time of this LivePlan review, users are charged based on a subscription model. There are Standard and Premium plans. Users can either pay annually or monthly.

When charged annually, you pay $15 for a Standard plan and $30 for a Premium one. When you pay monthly, you pay $20 per month for the Standard plan and $40 for a Premium. But the Standard plan has a discount for the first 3 months, so you’ll be charged only $15.

owever, access to the software is risk-free for 60 days. That means you get a 100% refund if you are not satisfied within the first 60 days of signing up.


The quality of the services offered by LivePlan cannot be questioned. The business plan you make with LivePlan is solid and industry-compliant.

When you sign up, you get access to automatic financials that erase the need to use formulas. You also get automated charts, tables, and reports – just the way you would expect. The step-by-step instructions also ensure that you do things right once and for all, alongside expert advice whenever you are unsure of a process.

There are also over 500 sample plans you can choose from with benchmark data that you can use to compare with competitors. And when you are no longer interested in LivePlan, you can easily export your plan in the format you desire.

liveplan promo

LivePlan Customer Service / Support

LivePlan consumer review shows that their customer service is top-notch. When in doubt, you can easily chat live with their customer service representative or send an email. Renowned business plan experts also give free tutorials on how to go about writing your business plan. All of which add up to ensure you achieve your goal.

Their physical office is also opened from 8 am to 5 pm Pacific Time, with their expert customer advocacy team on the ground to help.

Website and Mobile App Usability

LivePlan does not have a mobile app at the time of this professional review of LivePlan. However, the website is robust yet easy to navigate. It can also be easily;y used on iPhone or Android phones. We also featured LivePlan for our best business plan app list.

Upon visiting the website, you are welcomed to a simple website with a welcoming blue background. Right at the top of the page, you can view a video of the website tour.

The website is built with users in mind. Each of their offerings is segregated into different interfaces, making it easy to navigate.

  • Easily consumable, clear, and customizable business plan.
  • Easy online publishing with a private link.
  • Exporting into various formats and templates.
  • Amazing forecasting with easy-to-add data points.
  • Zero calculation is required – the software handles everything else.
  • 60-day risk-free guarantee.
  • Only the most basic template can be exported into a Word document.
  • Difficult to integrate with QuickBooks desktop.
  • Zero control throughout synchronization when comparing with Actuals.
  • Unable to roll back synchronization.
  • Customers without Xero or QuickBooks have to resolve to manual inputting.
  • No font selection option when creating a business plan.

LivePlan Competitors

When it comes to quality, LivePlan has excellent value for money. But there are still a few alternatives to consider. Check these reviews if you want to consider an alternative service:

  1. Palo Alto Business Plan Pro review (this is another Palo Alto software, check our comparison here);
  2. review (this option would be great for those who are looking for the best business plan writers);
  3. Bizplan (but comparing Bizplan vs LivePlan we would definitely pick the latter).

LivePlan Alternatives

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LivePlan Reviews 6

  1. MichelleC says:

    LivePlan is committed to ensuring businesses actualise their goals and meet their target. It offers various services that help in the growth of the business. The prices are affordable and vary depending on the package. It focuses on quality; hence, you are assured of getting maximum satisfaction. Besides, in cases of complaints, their customer service is top-notch.

  2. Richard Howard says:

    The dashboard of the platform allowed me to customize in real time. I found ease in tracking the progress of my business vis a vis other competitors.

  3. Ray says:

    A friend asked me what my business strategy was and I couldn’t fully articulate myself. Thanks To Live Plan, I was able to document and pitch it on the web as well as social media.

  4. NMatt says:

    I really needed a firm business plan to seek more investors for my small retail shop. Live Plan was able to deliver a functional and thorough plan that landed me three solid investors that I approached.

  5. Jessica says:

    I had a hard time creating a budget for my business and it was not until Live Plan that I managed to compile my expenses. I no longer have to do complex spreadsheets anymore.

  6. liam says:

    I am not good at writing formidable business plans so when my colleague told me to check Live Plan I was eager. I can say with confidence that my business has grown exponentially. I am truly grateful.

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