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Palo Alto Software

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37 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.2
Serving customers since
1988
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Palo Alto Software Reviews

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Profile Name
Star Rating
26
6
2
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1
John P.
JP
John P.
06/30/2026
Validated Reviewer
Review source: Seller invite

Streamlined Our Business Planning Collaboratively

I use LivePlan to organize and structure our business planning activities. What I like most is that it's multi-user, so we could all contribute to it and experience the updates in real time. That made the process more efficient and effective and got us through the business planning cycles faster. It didn't really change the outcome, but it made the compilation more effective as we went through the process of collaborating on the business plan. The version history was very effective for knowing and watching all the changes throughout the process. If we wanted to go back to previous revisions in the business plan, it was helpful to see what the changes were and bring them back if it made sense. The integration with QuickBooks was helpful. Revenue forecasting was a very effective tool to help us estimate revenues and expenses. Of all the features, multi-user collaboration is the one I rely on most. It gives a structured, formatted discipline for creating project plans. Getting it set up was fairly easy, and the interface was obvious and intuitive.
Devki R.
DR
Devki R.
Light is Life. We believe everyone deserves good Light.
06/25/2026
Validated Reviewer
Review source: Seller invite

Streamlined Business Planning, Even Across Industries

I like how LivePlan made it really straightforward for me. When I signed up, I got an email almost immediately and was given the opportunity to speak to someone in person within the next few days. That person understood exactly what I needed and assigned a team to help. Within days, I had a rough draft of a full business plan. The setup was quite easy and very straightforward, step by step.
Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
05/18/2026
Validated Reviewer
Verified Current User
Review source: Organic

LivePlan Makes Business Planning Simple, Structured, and Investor-Ready

What I love about LivePlan is how it helps me create a structured business plan, even on the first or second time, as a timid new business owner. The structured categories help me create a detailed document that can be referred to for future use and even shown to potential investors. The AI summary helps me come up with descriptions that answer every question needed concerning the functionality of my business. I reached out to support for the first time yesterday, and he resolved my concern in less than 2 minutes. He was very professional and courteous. The pricing is very affordable, and LivePlan offers generous discounts. I do feel as if I'm getting my money's worth, since this is the best business plan generator on the market and way better than what I could have come up with on my own. I do love the interface, but it can be a bit overwhelming. Also, my PC has low RAM, so the website can freeze every now and then due to high memory usage in my browser.

About

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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