LivePlan Reviews in July 2026: User Ratings, Pros & Cons

It is a wonderful cloud based app for business planning and quick pitching services.

What do you like best? Dashboard integration financial estimation to the point reports What do you dislike? I think it is required a lot of details regarding the marketing section What problems are you solving with the product? What benefits have you realized? It provides a quick user-friendly one page shot of the projected and the current status of startups which facilitate evaluation processes.

Great Cloud Based Biz Plan Software

What do you like best? favorite part is that it is an all-in-one, easy to use solution. Including the Pitch Presentation creator What do you dislike? Can't download the financials by themselves Recommendations to others considering the product: If you want a cloud based solution then this is ideal. What problems are you solving with the product? What benefits have you realized? It helps me create professional business plans for my clients that look great.

Too general for nonprofit needs

What do you like best? Easy to use and sync with Quickbooks, clean interface What do you dislike? Difficult to customize to nonprofit needs What problems are you solving with the product? What benefits have you realized? Was attempting to use to forecast cash flow but given the complexity of nonprofit revenue forecasting, it was not possible to do so with LivePlan

Great place to start to draft a business plan and create a forecast

What do you like best? The integration with Xero and QBO that lets you compare your forecast and estimate to actual once you get going. It's fairly simple to creates a three-way forecast and it lets you create different scenarios. What do you dislike? The forecasting engine is good, but simple and limited for more complex business models. Recommendations to others considering the product: If you are a start up looking to do a great looking business plan that doesn't leave any ...

Good business planning program

What do you like best? You are able to input your data and it tells you your expense and expense ratio. What do you dislike? It isn’t set up for insurance sales where you earn new business commission and then renewal commission at a reduced rate. It is set up more for a coffee shop where you earn so much per item each time. What problems are you solving with the product? What benefits have you realized? It helped see our expenses and realize our expense ratio

Perfect for a fast growing SaaS business

What do you like best? 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. What do you dislike? While the system understands deferred revenue, it doesn't really understand things like annual vs monthly. The ...

Good software

What do you like best? Able to organize multiple sources of data in one platform. Accessible by all levels to read and write into and see in Real Time What do you dislike? Not much. Took a little time to get to know how to use it. Recommendations to others considering the product: Good off the shelf platform. What problems are you solving with the product? What benefits have you realized? Collection of planning info, one consolidated platform so duplication of info is reduced.

Running a Business Without a Plan = Failure / LivePlan = Success Potential

What do you like best? I like the fact that LivePlan can be directly linked to my QuickBooks Online business account so that real numbers can be integrated into the business plan to compare to budget and sales projections. The well laid out sections with lots of helps and hints to compose a vibrant and living Business Plan that is accessible in the Cloud provides the right process to always refer to and update the Business Plan as things change even from month-to-month. What do you ...

LivePlan is what allowed us to launch our business

What do you like best? It is TRULY step-by-step and walks you through EVERYTHING that you need to know about making a business plan, even if you've never done anything like it before. What do you dislike? Honestly, nothing. Well, maybe the cost? I wish it were a little bit more affordable. What problems are you solving with the product? What benefits have you realized? n/a

Smart! But needs to be smarter.

What do you like best? The swiftness with which one can create a rough and ready idea of a business plan. What do you dislike? The non-GAAP way it calculates the financial data. Recommendations to others considering the product: If you are looking for P&L, Cash Flow, and Balance Sheet accuracy that will suit the sophisticated and experienced financial expert, go elsewhere. What problems are you solving with the product? What benefits have you realized? Easy Business Plan template