LivePlan

Ever wished you had an expert business consultant available 24/7 to help craft your perfect business strategy?

RecommendedLivePlan is a robust, AI-enhanced tool for business planning and performance tracking, ideal for entrepreneurs and small businesses seeking comprehensive guidance and collaboration features.

LivePlan is a comprehensive business planning software that helps entrepreneurs create professional business plans, manage finances, and track performance. It offers AI-powered tools to assist with writing, forecasting, and refining business ideas, making the planning process more efficient and effective.

Visit LivePlan

Key Features:

AI Assistant for plan writing, forecasting, and pitch refinement.
Comprehensive business plan creation and editing tools.
Financial forecasting for revenue, expenses, and advanced topics.
Performance tracking dashboard with industry data comparison.
Collaboration features for team members, advisors, and partners.

Pros

Entrepreneurs needing to draft a professional business plan for funding or strategy.
Small business owners looking to track performance against forecasts and industry benchmarks.
Advisors and consultants who need a platform to collaborate with clients on business plans.

Cons

The primary website (liveplan.com) was inaccessible during scraping, indicating potential regional restrictions or temporary issues.
While AI-powered, human oversight and input are still crucial for accurate and personalized business plans.
Phone support is not offered, relying instead on chat and email for customer service.

Pricing

paid

Refund:35-day money-back guarantee

Categories:

Business & Enterprise Data & Analytics Writing & Content

Tags:

business plan financial forecasting performance tracking AI assistant small business entrepreneurship

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Quick Decision

Try if: You need a structured, AI-assisted platform to create a professional business plan, manage financial forecasts, and track your business's performance against industry benchmarks.

Skip if: You are looking for a free business planning tool or require phone-based customer support.

Not for: Individuals seeking a free, basic document editor without business-specific features.; Large enterprises with complex, custom financial modeling requirements.

Trust Signals

Team Size
small

Tech Details

Platforms

web

Open Source

Support

Channels

emailchatwebinarshelp center

Response Time
Less than 15 seconds for chat, within 24 hours for email (weekdays)

Company

Name
Palo Alto Software
Location
Eugene, Oregon

Palo Alto Software is dedicated to helping small businesses succeed, offering tools like LivePlan for business planning and management.

FAQ

What kind of support does LivePlan offer?

LivePlan offers support via live chat and email, with a dedicated Customer Advocacy Team. They also provide a comprehensive Help Center, live instructional sessions, and paid expert services for personalized guidance.

Does LivePlan offer a money-back guarantee?

Yes, LivePlan offers a 35-day money-back guarantee. To receive a refund, you must contact their Customer Advocate team within the first 35 days of creating your account.

Can LivePlan help me write my business plan?

Yes, LivePlan includes an AI Assistant that can offer personalized improvements, check for grammatical errors, reformat content, and even start writing sections of your plan based on your company description. They also offer professional plan writing services.

Use Cases

Entrepreneurs needing to draft a professional business plan for funding or strategy.
Small business owners looking to track performance against forecasts and industry benchmarks.
Advisors and consultants who need a platform to collaborate with clients on business plans.