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Palo Alto Software

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34 reviews
  • 3 profiles
  • 5 categories
Average star rating
4.1
Serving customers since
1988

Profile Name

Star Rating

23
6
2
2
1

Palo Alto Software Reviews

Review Filters
Profile Name
Star Rating
23
6
2
2
1
KC
Karen C.
07/31/2024
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Very Easy to Navigate and Add Information

All the sections of a business plan are laid out for you. There is also business plan templates that you can use that help navigate the information that you need.
Verified User in Management Consulting
IM
Verified User in Management Consulting
07/23/2024
Validated Reviewer
Review source: Organic

Very expensive for what it is -- falls short where it has the potential to stand out

- 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
Aaron E.
AE
Aaron E.
CEO / Co-founder at Crelate. Fast and flexible recruiting software for professional recruitering.
05/23/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

Perfect for a fast growing SaaS business

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.

About

Contact

HQ Location:
Eugene, OR

Social

@paloaltosoft

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.

Details

Year Founded
1988