Palo Alto Software

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4.3 out of 5 stars
53 reviews
  • 2 profiles
  • 5 categories
Average star rating
4.3
Serving customers since
1988
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LivePlan

53 reviews

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

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Palo Alto Sales and Marketing Pro

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Palo Alto Software Reviews

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Star Rating
38
10
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1
Verified User
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Small-Business (50 or fewer emp.)
4.5/5

LivePlan offers effective AI-powered market research tools that simplify business planning by providing templates and guidance, making it easier to create comprehensive plans without starting from scratch. The initial setup process is straightforward, allowing users to quickly get started.

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Tammy H.
TH
Tammy H.
Owner/OperatorRetailSmall-Business (50 or fewer emp.)
11/01/2026
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Verified Current User
Review source: Seller invite

LivePlan Made Launch Planning Clear and Achievable for Our Small Business

|LivePlan
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.
kermit h.
KH
kermit h.
Owner/ManagerSmall-Business (50 or fewer emp.)
10/30/2026
Validated Reviewer
Review source: Seller invite

A Systematic, Question-Driven Way to Build a Business Plan

|LivePlan
A systematic process to develop your business plan. Strong plus for the developed questions in each major section to start the process.

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HQ Location:
Eugene, OR

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What is Palo Alto Software?

Palo Alto Software is a company that specializes in business planning and tracking software solutions, aimed at helping entrepreneurs and small businesses achieve success. Founded in 1988, the company is renowned for its flagship product, LivePlan, which offers a comprehensive platform for business planning, financial management, and performance tracking. LivePlan is designed to simplify the process of creating business plans, projecting financial outcomes, and managing ongoing business performance. The software provides tools for entrepreneurs to develop strategic plans, secure funding, and track growth effectively. Palo Alto Software is headquartered in Eugene, Oregon, and continues to be a leader in business planning software innovation.

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Year Founded
1988