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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Star Rating
38
10
2
2
1
ER
Elisabeth R.
Founder & CEOSmall-Business (50 or fewer emp.)
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.
Robert K.
RK
Robert K.
CEOSmall-Business (50 or fewer emp.)
08/01/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

Easy Organization and Strong Financials in LivePlan

|LivePlan
I appreciate how easy it is to organize information in LivePlan, and I like the way it structures and generates the financials.
Travis P.
TP
Travis P.
OfficerSmall-Business (50 or fewer emp.)
07/06/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

Easy-to-Use Tool That Helped Turn My Idea Into an Investor-Ready Business Plan

|LivePlan
I loved the ease of use of this product. It allowed me to truly put pen to paper and manifest my idea into a true business plan that I was able to present to an investor and get everything moving in the right direction.

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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