LivePlan Reviews & Product Details

- well organized with a logical user-interface, which delivered relatively quick adoption and use by our team

- the *real* benefit in the point above was the accountability and focus that this helped drive, both for individuals and as a team Review collected by and hosted on G2.com.

- financial forecasting capabilities are relatively simplistic and cannot be easily (i.e. self-) manipulated -- in their attempt to (seemingly) deliberately hide some of the "under the hood" calculations -- i.e. the equations behind how certain numbers are determined -- they've actually done the strategic equivalent of "cutting off one's nose to spite the face," because this overblown attempt to protect IP really only served to make the tool less practical/flexible/helpful to use and only served to push me right back to good ol' Excel

- pricing model needs a re-think --> pricing ramps up right as value derived tapers off dramatically... in its current form, this really is more of a project/purpose-based tool and falls well short of a more insight- and impact-based business management platform that provides -- as it can and should -- far more meaningful output over the long-haul. As a starting point, even just the AI component could be more meaningfully deployed -- rather than coming up with flowery language to plug holes on a business-plan-page, why not pose probative questions to the business owners/leaders to help shed light on any blind spots? I was left feeling like this tool was a lot of sizzle without much steak.

- Onboarding support was impressive at first (proactive, genuine, generous in the investment of time), but follow-through was very poor -- follow-up answers were promised on a few very specific, straight-forward questions only to never hear back

- overall, solid concept terribly executed in its current form/structure/delivery and corresponding pricing model. Review collected by and hosted on G2.com.

This software is excellent for both beginners and experienced individuals in business. As someone who advises firms on their structure and format, the design and outputs are user-friendly and easy to assemble. This allowed me to communicate effectively with my clients and give them the knowledge they needed to better understand their business. Review collected by and hosted on G2.com.

As a small business owner, I have found LivePlan to be a powerful tool for planning and tracking my business. However, I sometimes struggle with its lack of customization options. While LivePlan's templates are useful for general planning, they do not always cater to the unique needs and strategies of every business. This lack of flexibility can limit the plan's potential. Despite this, LivePlan is an effective tool for many other aspects of business planning and should not be overlooked. Review collected by and hosted on G2.com.

One page pitch deck is eye-catching. While preparing a business plan, there are relevant existing templates related to one's niche that makes the process seamless. Now when it comes to forecasting, far better than Excel as there is no need to write formulas. Review collected by and hosted on G2.com.

While LivePlan connects with QuickBooks and Xero, they are irrelevant for users like us from India. It will help if Zoho and Tally too connect. Review collected by and hosted on G2.com.

Using LivePlan is easy and there is so much assistance available. There are examples, templates, and videos explaining what to write. You can go in and edit at any time. It does the math for you. It creates graphs and charts. It is amazing. Review collected by and hosted on G2.com.

It does not have an auto spell check integrated within it. I have found so many misspellings in my plan when looking at it in other forms or using the information as a reference for applications or other things. Review collected by and hosted on G2.com.

More countries comparative data, more actual business plan examples. Review collected by and hosted on G2.com.

discount taxes fixed per salary do not depend on the salary. The capability to be more customizable and make startup valuation pre-money and post-money Review collected by and hosted on G2.com.

Hike the ease of the platform. The templates help you through the components you need for your business plan. You don't have to decide which components you need. You also dont have use every section. This is helpful for new solopreneurs and business owners. I've even used the platform to help pitch strategies to prospects and clients. Review collected by and hosted on G2.com.

It would have been great to have a mobile app or mobile friendly site to complete the plans online over mobile devices. Also, it would be helpful to have a course that can take someone through the essentials in completing their business plan. Review collected by and hosted on G2.com.

It has solid examples so you can build off already strong business planning Review collected by and hosted on G2.com.

It is expensive to use for pre-revenue business planning. Review collected by and hosted on G2.com.

Being able to project upcoming projects, compare actual vs. projected amounts Review collected by and hosted on G2.com.

I haven't really run into any downside, but mapping things is the most time consuming. Review collected by and hosted on G2.com.

Easy to use, easy to navigate through. Some of the questions I hadn't even thought of before, so I felt like I was putting together a complete plan. Review collected by and hosted on G2.com.

I can't think of any downsides to this product. Review collected by and hosted on G2.com.

Forecasting from QuickBooks, various models Review collected by and hosted on G2.com.

Adding a variation of revenue forecasts to expense forecasts Review collected by and hosted on G2.com.