Palo Alto Software

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53 reviews
  • 2 profiles
  • 5 categories
Average star rating
4.3
Serving customers since
1988
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38
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Palo Alto Software Reviews

Review Filters
Profile Name
Star Rating
38
10
2
2
1
James B.
JB
James B.
Senior Customer Success Account Manager | Digital NativesSmall-Business (50 or fewer emp.)
02/02/2023
Validated Reviewer
Review source: Organic

Great for business plans that need to be robust

It has solid examples so you can build off already strong business planning
Verified User
U
Verified User
12/18/2022
Validated Reviewer
Review source: Organic

Forecasting business software

Forecasting from QuickBooks, various models
Shawnnell B.
SB
Shawnnell B.
OwnerSmall-Business (50 or fewer emp.)
12/05/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

So much Value, So much assistance!

Using LivePlan is easy and there is so much assistance available. There are examples, templates, and videos explaining what to write. You can go in and edit at any time. It does the math for you. It creates graphs and charts. It is amazing.

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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.

Details

Year Founded
1988