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Palo Alto Software

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

48 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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Star Rating

33
10
2
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1

Palo Alto Software Reviews

Review Filters
Profile Name
Star Rating
33
10
2
2
1
TT
Thomas T.
09/26/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

Thorough, Versatile Planning with Seamless AI and Financial Integration

|LivePlan
It's thoroughness, versatility, and ability to integrate with my financials. Its user interface is intuitive and well integrated, and it is versatile. Performance is responsive and thorough. It is a good return on investment. Onboarding was complete and led the user through the process without being fussy. Its AI inclusion is seamless and helpful in building the plan.
Tracee Y.
TY
Tracee Y.
--
09/25/2026
Validated Reviewer
Review source: Seller invite

Effortless Business Plan Creation with LivePlan

|LivePlan
I really appreciate how organized LivePlan is and how it helps with automation AI. It helped me put all the necessary items in one place when I was stuck. I also value that the tools prompt me to consider all the areas a lender might need. The initial setup was relatively easy too.
Verified User in Aviation & Aerospace
AA
Verified User in Aviation & Aerospace
09/14/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

Easy Progress Tracking, But Lacks Image Generation and External Data Integration

|LivePlan
Great easy way to start, easy to see overall progress, good bones to fill in

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