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
Richard C.
RC
Richard C.
Small-Business (50 or fewer emp.)
04/19/2026
Validated Reviewer
Review source: Seller invite

LivePlan: Exceptional Tool for Business Plan Creation

|LivePlan
I really appreciate LivePlan's ability to create a detailed plan from just a quick summary. It's also impressive how it combines costing models with revenue, making it an amazing tool. I found the initial setup to be very easy.
Verified User in Management Consulting
IM
Verified User in Management Consulting
Small-Business (50 or fewer emp.)
07/23/2024
Validated Reviewer
Review source: Organic

Very expensive for what it is -- falls short where it has the potential to stand out

|LivePlan
- well organized with a logical user-interface, which delivered relatively quick adoption and use by our team - the *real* benefit in the point above was the accountability and focus that this helped drive, both for individuals and as a team
Aaron E.
AE
Aaron E.
CEO, Co-founderSmall-Business (50 or fewer emp.)
05/23/2024
Validated Reviewer
Review source: G2 invite
Incentivized Review

Perfect for a fast growing SaaS business

|LivePlan
We previously used a desktop based software package and moved to LivePlan in December of 2017. We tried several different products, but LivePlan was by far the easiest and checked the most boxes. QuickBooks sync: check - Understands deferred revenue: check - affordable: check. Manual override stuff to make it fit your needs: check.

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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