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Palo Alto Software

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4.3 out of 5 stars
43 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.3
Serving customers since
1988
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LivePlan

43 reviews

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

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Palo Alto Software Reviews

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Profile Name
Star Rating
31
7
2
2
1
Verified User in Consumer Services
UC
Verified User in Consumer Services
08/10/2026
Validated Reviewer
Review source: Seller invite

LivePlan Made My First Business Plan Easy with Helpful Guidance and Reviews

|LivePlan
The features I enjoyed best about LivePlan was the ability to have the plan reviewed throughout the writing process, the help with the research and the guidance in ensuring all the correct information is included. I did not know what I was doing in writing my first business plan and these features made it easy to do and understand what is important to lenders and investors.
Ginger .
G
Ginger .
08/02/2026
Validated Reviewer
Review source: Seller invite

Easy, Fast Business Plan Writing with LivePlan’s Intuitive UI and Helpful AI

|LivePlan
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.
ER
Elisabeth R.
08/02/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

Easy Navigation, Great Templates, and Powerful Market Analysis

|LivePlan
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.

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HQ Location:
Eugene, OR

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@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