LivePlan Reviews & Product Details

It served as a productive launch tool when we were starting our small business. It helped us validate our idea, build a business plan, forecast start-up and operating costs, and create a pitch deck to explain our business in a public forum. The software turned what initially felt like overwhelming tasks into clear, easy-to-follow processes that we could actually complete. Review collected by and hosted on G2.com.

We found everything about LivePlan to be helpful. It was easy to navigate, and as first-time small business owners, we found it extremely useful and supportive throughout the process. Review collected by and hosted on G2.com.

What I like most is how easy it is to move (jump) around the software. The prompts and examples help me think through what to include, and the sample industry plan templates are a useful starting point. The help/FAQs are also handy when I get stuck. I also appreciate being able to refine the verbiage with AI, along with access to industry benchmarks and tools to research salaries. Most of all, the market analysis is especially valuable. Review collected by and hosted on G2.com.

This isn’t really a dislike—more a matter of practicality. LivePlan currently allows connections to Quickbooks Online or Zoro, but it would be helpful to have additional options as well, such as Quickbooks Desktop. Review collected by and hosted on G2.com.

I use LivePlan to plan for different lines of business. I find it easy to make plans, compare changes, and present or pitch them. I like that I can’t make formula mistakes like I could in Excel, and that the planning guides and suggestions are helpful. The industry standards and business plan templates were very useful when I started, and it’s very easy to change plans. I loved when LivePlan added Excel exports, since that was the only thing I was missing before. I’ve loved the planning experience and the interesting updates over the years. I also find LivePlan less complicated than Excel. Review collected by and hosted on G2.com.

Before LivePlan added export to Excel, that was the only thing I missed. Review collected by and hosted on G2.com.

I loved the ease of use of this product. It allowed me to truly put pen to paper and manifest my idea into a true business plan that I was able to present to an investor and get everything moving in the right direction. Review collected by and hosted on G2.com.

Truly, not a whole lot to "dislike" with this product, if you do your research and know your needs this product is designed to guide you through the process. One thing I can comment on is obviously you can't tailor a product like this to fit EVERY industry out there, I specialize in Medicare insurance and it is on a unique pay structure compared to other sales industries, so when calculating revenue, commissions and such I had to use a little intuition to make the product calculate those things the way I specifically needed. That was the ONLY hiccup I had using the product. Review collected by and hosted on G2.com.

I was able to write and refine my business plan with ease, all in a few weeks. The tools and easy-to-understand UI make using the program the best. Also being able to import/export parts of the plan as needed is extremely helpful. For a completely reasonable price, LivePlan provides a service that has no hiccups or slowdowns. Its easy to pick up in just a few minutes, and the AI will help with just about anything you could want. Even providing strong sources for its answers! I didn't need to use it, but I've heard their customer support is also excellent. Review collected by and hosted on G2.com.

The financial plan parts of LivePlan are strongly integrated in writing the business plan. This will be useful to many, but as I just wanted to write my business plan in LivePlan, it was a hassle trying to get the AI to review JUST the business plan. Review collected by and hosted on G2.com.

It's thoroughness, versatility, and ability to integrate with my financials. Its user interface is intuitive and well integrated, and it is versatile. Performance is responsive and thorough. It is a good return on investment. Onboarding was complete and led the user through the process without being fussy. Its AI inclusion is seamless and helpful in building the plan. Review collected by and hosted on G2.com.

At times, it seems to drown the user in options and inclusivity. Review collected by and hosted on G2.com.

I appreciate how easy it is to organize information in LivePlan, and I like the way it structures and generates the financials. Review collected by and hosted on G2.com.

I feel the older software offered more categories, which made the plans more detailed and specific. The new template seems to follow the current industry approach of focusing on “what is the problem” and “what is the solution.” That format feels too common to me, and it doesn’t help the plan stand out compared with other plans. Review collected by and hosted on G2.com.

A systematic process to develop your business plan. Strong plus for the developed questions in each major section to start the process. Review collected by and hosted on G2.com.

Nothing that I disliked. The improvement would in the financials. I use QuickBooks. I linked the account and the metrics developed had a clean appearance. But I felt the interface to develop these metrics could be more intuitive. Especially in forecasting the future. Review collected by and hosted on G2.com.

I use LivePlan to organize and structure our business planning activities. What I like most is that it's multi-user, so we could all contribute to it and experience the updates in real time. That made the process more efficient and effective and got us through the business planning cycles faster. It didn't really change the outcome, but it made the compilation more effective as we went through the process of collaborating on the business plan. The version history was very effective for knowing and watching all the changes throughout the process. If we wanted to go back to previous revisions in the business plan, it was helpful to see what the changes were and bring them back if it made sense. The integration with QuickBooks was helpful. Revenue forecasting was a very effective tool to help us estimate revenues and expenses. Of all the features, multi-user collaboration is the one I rely on most. It gives a structured, formatted discipline for creating project plans. Getting it set up was fairly easy, and the interface was obvious and intuitive. Review collected by and hosted on G2.com.

{"No recommendations for improvement.","The system worked fine for me. And I did not have any suggestions for improvements."} Review collected by and hosted on G2.com.

I like how LivePlan made it really straightforward for me. When I signed up, I got an email almost immediately and was given the opportunity to speak to someone in person within the next few days. That person understood exactly what I needed and assigned a team to help. Within days, I had a rough draft of a full business plan. The setup was quite easy and very straightforward, step by step. Review collected by and hosted on G2.com.

I think the only thing that didn't work well or as good as it could be is that my industry is quite unique and quite niche, and some of the team members weren't quite aware of what happens in my industry. So there was a lot of finessing. Review collected by and hosted on G2.com.