Palo Alto Software

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

53 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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Palo Alto Software Reviews

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Profile Name
Star Rating
38
10
2
2
1
Antonina N.
AN
Antonina N.
Small-Business (50 or fewer emp.)
10/29/2026
Validated Reviewer
Review source: Seller invite

Effortless Business Planning, Without Excel Formula Fumbles

|LivePlan
I use LivePlan to plan for different lines of business. I find it easy to make plans, compare changes, and present or pitch them. I like that I can’t make formula mistakes like I could in Excel, and that the planning guides and suggestions are helpful. The industry standards and business plan templates were very useful when I started, and it’s very easy to change plans. I loved when LivePlan added Excel exports, since that was the only thing I was missing before. I’ve loved the planning experience and the interesting updates over the years. I also find LivePlan less complicated than Excel.
Daniel A.
DA
Daniel A.
CEOSmall-Business (50 or fewer emp.)
10/21/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

User-Friendly, Informative, and Hands-On Experience

|LivePlan
User-friendly and very informative! Great flow of information and hands on application.
TT
Thomas T.
Founder/ConsultantSmall-Business (50 or fewer emp.)
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.

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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.

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Year Founded
1988