---
title: LivePlan Reviews
meta_title: 'LivePlan Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 43 reviews by the users' company size, role or industry to
  find out how LivePlan works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 43
  scale: '5'
date_modified: '2026-08-11'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# LivePlan Reviews
**Vendor:** Palo Alto Software  
**Category:** [Business Plan Software](https://www.g2.com/categories/business-plan)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 43
## About LivePlan
LivePlan is business planning software trusted by 1 million+ entrepreneurs for simple planning and smarter decisions. It helps small businesses and startups create business plans, forecast financials, research their market, and track performance — whether they're starting up or scaling up. Idea Canvas lets entrepreneurs quickly capture and shape a business concept before committing to a full plan. It's the fastest way to pressure-test an idea, align stakeholders, and decide whether to move forward — without the overhead of building a complete business plan from scratch. Market Research gives business owners access to real industry data to size their market opportunity, benchmark against competitors, and build a strategy backed by facts rather than assumptions. Walk into any investor or lender meeting with credible numbers already built into your plan. From there, LivePlan's step-by-step business plan builder and AI writing assistant — trained on thousands of successful plans and 30+ years of planning expertise — helps entrepreneurs create investor-ready plans and SBA-approved documents in hours, not days. Financial Forecasting eliminates complex spreadsheets with automated, formula-driven projections. Sync QuickBooks or Xero to pull real accounting data directly into LivePlan, then track performance on a live Dashboard that automatically generates charts and graphs for easy stakeholder reporting. Plan Review and the AI Monthly Review take performance tracking to the next level. Each month, LivePlan's AI automatically analyzes your financial forecast against your actual results pulled directly from QuickBooks or Xero — identifying where revenue, expenses, or cash flow are diverging from your plan. Instead of manually reconciling spreadsheets, business owners receive a clear, plain-language breakdown of what's on track, what's off, and what needs attention — so they can make faster, more confident decisions and course-correct before small gaps become costly problems. LivePlan works for any business, at any stage — from validating a brand new idea to managing an established company's growth strategy with confidence.




## LivePlan Reviews
  ### 1. Very expensive for what it is -- falls short where it has the potential to stand out

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 23, 2024

**What do you like best about LivePlan?**

- 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

**What do you dislike about LivePlan?**

- 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.

**What problems is LivePlan solving and how is that benefiting you?**

See prior answers -- was used for business planning and financial forecasting purposes, but ultimately was not at all satisfied and reverted to other less-sexy but better-substance alternatives offering improved ease of use, better customization/scenario testing, simple import, export, and manipulation of data, (much) lower costs, and a far greater likelihood that I (and other users) actually *THINK* about what goes into the plan and/or forecast compared to this tool which makes it a little too easy to churn out something that sounds/looks good but may actually not make sense in reality...

  ### 2. Smart! But needs to be smarter.

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 03, 2016

**What do you like best about LivePlan?**

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

**What do you dislike about LivePlan?**

The non-GAAP way it calculates the financial data.

**Recommendations to others considering LivePlan:**

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 problems is LivePlan solving and how is that benefiting you?**

Easy Business Plan template


## LivePlan Discussions
  - [What is LivePlan used for?](https://www.g2.com/discussions/what-is-liveplan-used-for)

- [View LivePlan pricing details and edition comparison](https://www.g2.com/products/liveplan/reviews?filters%5Bnps_score%5D%5B%5D=2&section=pricing&secure%5Bexpires_at%5D=2026-08-12+23%3A38%3A23+-0500&secure%5Bsession_id%5D=105a88ab-e2c0-495f-aea2-e2b97fa2473b&secure%5Btoken%5D=b804d3aafbffb79ab3dac4ba5b0411aebdd1a1626306051515473cf87c1c3273&format=llm_user)

## LivePlan Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods
- Real-Time Data

**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Cash Flow Management**
- File Exports
- Income and Expenses
- Track Cash Flow

**Builder**
- Templates
- Drag & Drop
- Progress Tracking
- Branding
- Goal Setting/Tracking
- Business Plan Templates
- Project Tracking
- Visual Analytics

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Cash Flow Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Goals**
- Definition
- Prioritize
- Alignment

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI
- Generative AI

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Analytics**
- Variance Analysis
- Reports
- Forecast Comparison
- Forward Looking

**Financials**
- Budgeting
- Projections
- Capital

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking
- Financial Analysis

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Financial Data Transfer**
- Data Transfer
- Data Exchange
- Reporting
- Access
- Integration

**Agentic AI -  Business Plan**
- Multi-step Planning
- Strategic Planning
- Scenario Planning

**Additional Functionality**
- Collaboration Tools
- Investor Management
- Generative AI
- Ad hoc Reporting
- Real-Time Data
- Step-by-Step Wizard
- Financial Reporting
- Activity Dashboard
- Customizable Fields
- Performance Metrics
- Customizable Reports
- Data Import/Export
- Budgeting/Forecasting
- Task Management
- Graphical Data Presentation
- Income & Balance Sheet
- Dashboard Creation
- AI Copilot
- Pitch Presentation
- Reporting & Statistics
- For Small Businesses
- API
- Benchmarking
- Third-Party Integrations
- Prioritization
- Competitive Analysis
- Data Visualization
- Commenting/Notes
- Gantt/Timeline View
- "What If" Scenarios
- Conditional Logic
- Financial Analysis
- Planning Tools
- Project Management
- Financial Modeling

**Agentic AI -  Cash Flow Management**
- Autonomous Task Execution

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

**Additional Functionality**
- Data Visualization
- Purchase Order Management
- Expense Management
- Ad hoc Reporting
- Multi-Company
- Profit/Loss Statement
- Workflow Management
- Access Controls/Permissions
- Customizable Reports
- Forecasting
- Dashboard Creation
- Self-Service Reporting
- Multi-Currency
- Financial Management
- "What If" Scenarios
- Asset Lifecycle Management
- Strategic Planning
- Visual Analytics
- Billing & Invoicing
- Real-Time Reporting
- Reporting/Analytics
- Receipt Management
- Scenario Planning
- Alerts/Notifications
- Collaboration Tools
- Version Control
- Activity Dashboard
- General Ledger
- Third-Party Integrations
- Consolidation/Roll-Up
- Drag & Drop
- Income & Balance Sheet
- Multi-Department/Project
- Accounting
- API
- Chart of Accounts
- AI Copilot
- Cash Management

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