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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Palo Alto Software Reviews

Review Filters
Profile Name
Star Rating
38
10
2
2
1
Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
Small-Business (50 or fewer emp.)
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.
Toya C. B.
TB
Toya C. B.
Support Services SupervisorMid-Market (51-1000 emp.)
05/17/2026
Validated Reviewer
Review source: Seller invite

Intuitive, AI-Powered Tool for Effortless Planning

I use LivePlan for school and business, and I like how user-friendly it is. The modern design and AI features are appealing. Interacting with the various sections flows easy and it's understandable, which enhances my experience. The AI function is great and I found it easy to edit the AI data as it was very useful and applicable. The initial setup of LivePlan was easy too.
Markos P.
MP
Markos P.
Tanker BrokerMid-Market (51-1000 emp.)
05/13/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

Practical Navigation and Flexible Reporting Made Easy

Navigation is a very practical feature that allows flexibility

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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