LivePlan

4.0
(10)

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups.

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LivePlan review by Aaron E.
Aaron E.
Validated Reviewer
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"Perfect for a fast growing SaaS business"

What do you like best?

We previously used a desktop based software package and moved to LivePlan in December of 2017. We tried several different products, but LivePlan was by far the easiest and checked the most boxes. QuickBooks sync: check - Understands deferred revenue: check - affordable: check. Manual override stuff to make it fit your needs: check.

What do you dislike?

While the system understands deferred revenue, it doesn't really understand things like annual vs monthly. The tool lets you hand enter any number, so we got around this.

It only understands deferred revenue going forward that it calculates - no place for me to just say "I already have this much for this revenue stream".

It could have been easier for me to enter data from before the plan started. We only did one year back and kind of fudged it to get the deferred revenue to "catchup" to reality.

What business problems are you solving with the product? What benefits have you realized?

Forecasting for a SaaS startup

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LivePlan review by Chuck R.
Chuck R.
Validated Reviewer
Verified Current User
Review Source

"Running a Business Without a Plan = Failure / LivePlan = Success Potential"

What do you like best?

I like the fact that LivePlan can be directly linked to my QuickBooks Online business account so that real numbers can be integrated into the business plan to compare to budget and sales projections. The well laid out sections with lots of helps and hints to compose a vibrant and living Business Plan that is accessible in the Cloud provides the right process to always refer to and update the Business Plan as things change even from month-to-month.

What do you dislike?

I have not found any functions, missing options or lack of support with my questions. LivePlan is very responsive to staying current with the times.

Recommendations to others considering the product

Give LivePlan a try since they provide a 60 Day Money Back guarantee. You will have a really good chance of getting hooked from its ease of use and suggestive helps to building each part of a vibrant and living plan that grows with you as your business does by using good planning and monitoring tools through one program.

What business problems are you solving with the product? What benefits have you realized?

I have solved the clumsy and less efficient Business Plan creation and precise live day-to-day sales, costs and overall performance indicator management that was limited to my desktop or laptop computer without have an integrated link to my QuickBooks Online company accounting data. It makes it great to be able to share new looks of company numbers and results to my accountant and CFO.

What Other Office solution do you use?

Thanks for letting us know!
LivePlan review by Fabien G.
Fabien G.
Validated Reviewer
Review Source

"Great place to start to draft a business plan and create a forecast"

What do you like best?

The integration with Xero and QBO that lets you compare your forecast and estimate to actual once you get going. It's fairly simple to creates a three-way forecast and it lets you create different scenarios.

What do you dislike?

The forecasting engine is good, but simple and limited for more complex business models.

Recommendations to others considering the product

If you are a start up looking to do a great looking business plan that doesn't leave any rock unturned, Liveplan is great. If you are an established company that's looking at cashflow forecasting and custom KPI, you might need something more tailored.

What business problems are you solving with the product? What benefits have you realized?

Easy forecast that covers the basics and help you figure out if a venture can float. Easy to draft business plan with lots of prompts and examples.

LivePlan review by User in Insurance
User in Insurance
Validated Reviewer
Verified Current User
Review Source

"Good business planning program"

What do you like best?

You are able to input your data and it tells you your expense and expense ratio.

What do you dislike?

It isn’t set up for insurance sales where you earn new business commission and then renewal commission at a reduced rate. It is set up more for a coffee shop where you earn so much per item each time.

What business problems are you solving with the product? What benefits have you realized?

It helped see our expenses and realize our expense ratio

LivePlan review by Omar A.
Omar A.
Validated Reviewer
Review Source

"It is a wonderful cloud based app for business planning and quick pitching services."

What do you like best?

Dashboard integration

financial estimation

to the point reports

What do you dislike?

I think it is required a lot of details regarding the marketing section

What business problems are you solving with the product? What benefits have you realized?

It provides a quick user-friendly one page shot of the projected and the current status of startups which facilitate evaluation processes.

LivePlan review by User in Mental Health Care
User in Mental Health Care
Validated Reviewer
Verified Current User
Review Source

"LivePlan is what allowed us to launch our business"

What do you like best?

It is TRULY step-by-step and walks you through EVERYTHING that you need to know about making a business plan, even if you've never done anything like it before.

What do you dislike?

Honestly, nothing. Well, maybe the cost? I wish it were a little bit more affordable.

What business problems are you solving with the product? What benefits have you realized?

n/a

LivePlan review by Agency in Information Technology and Services
Agency in Information Technology and Services
Validated Reviewer
Verified Current User
Review Source

"Smart! But needs to be smarter."

What do you like best?

The swiftness with which one can create a rough and ready idea of a business plan.

What do you dislike?

The non-GAAP way it calculates the financial data.

Recommendations to others considering the product

If you are looking for P&L, Cash Flow, and Balance Sheet accuracy that will suit the sophisticated and experienced financial expert, go elsewhere.

What business problems are you solving with the product? What benefits have you realized?

Easy Business Plan template

LivePlan review by User in Oil & Energy
User in Oil & Energy
Validated Reviewer
Review Source

"Good software"

What do you like best?

Able to organize multiple sources of data in one platform. Accessible by all levels to read and write into and see in Real Time

What do you dislike?

Not much. Took a little time to get to know how to use it.

Recommendations to others considering the product

Good off the shelf platform.

What business problems are you solving with the product? What benefits have you realized?

Collection of planning info, one consolidated platform so duplication of info is reduced.

LivePlan review by User
User
Validated Reviewer
Review Source

"Great Cloud Based Biz Plan Software"

What do you like best?

favorite part is that it is an all-in-one, easy to use solution. Including the Pitch Presentation creator

What do you dislike?

Can't download the financials by themselves

Recommendations to others considering the product

If you want a cloud based solution then this is ideal.

What business problems are you solving with the product? What benefits have you realized?

It helps me create professional business plans for my clients that look great.

LivePlan review by User in Research
User in Research
Validated Reviewer
Review Source

"Too general for nonprofit needs"

What do you like best?

Easy to use and sync with Quickbooks, clean interface

What do you dislike?

Difficult to customize to nonprofit needs

What business problems are you solving with the product? What benefits have you realized?

Was attempting to use to forecast cash flow but given the complexity of nonprofit revenue forecasting, it was not possible to do so with LivePlan

Kate from G2 Crowd

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