--- description: Discover the benefits and disadvantages of LivePlan. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: LivePlan Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [Business Plan Software](/directory/30860/business-plan/software) > [LivePlan](/software/142049/liveplan) # LivePlan Canonical: https://www.capterra.co.uk/software/142049/liveplan Page: 1 / 9\ Next: [Next page](https://www.capterra.co.uk/software/142049/liveplan?page=2) > Be a more confident business owner and strategically manage your business from day one and onward with LivePlan. > > Verdict: Rated **4.5/5** by 200 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses LivePlan? LivePlan helps entrepreneurs and small-to-medium size business owners build dynamic business plans and track performance against their goals. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 200 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Palo Alto Software - **Location**: Eugene, US - **Founded**: 1988 ## Commercial Context - **Starting Price**: US$20.00 - **Pricing model**: Flat Rate - **Pricing Details**: Packages available in Monthly and Annual Subscriptions. LivePlan Standard Includes: - Step-By-Step Instructions - Automatic Financial Statements - Full Financial Forecast - One-Page Pitch Builder - 500+ Sample Plans LivePlan Premium Includes everything in Standard, plus: - Industry Benchmark Data - Financial Forecast Scenarios - Performance Dashboards - Milestone Planner - LiveForecast - Syncs with Xero \& QuickBooks All subscriptions come with a 35-day money-back guarantee. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, French, German, Italian, Portuguese, Spanish - **Available Countries**: Australia, Brazil, Canada, China, Germany, India, Ireland, Netherlands, South Africa, United Kingdom, United States ## Features - Budgeting/Forecasting - Business Plan Templates - Cash Management - Collaboration Tools - Data Import/Export - Data Visualisation - Expense Management - Financial Analysis - Financial Management - Financial Reporting - Goal Setting/Tracking - Income & Balance Sheet - Multi-Currency - Performance Metrics - Profit/Loss Statement - Reporting/Analytics - Strategic Planning - Transaction Management ## Integrations (3 total) - QuickBooks Online - QuickBooks Online Advanced - Xero ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Business Plan Software](https://www.capterra.co.uk/directory/30860/business-plan/software) ## Related Categories - [Business Plan Software](https://www.capterra.co.uk/directory/30860/business-plan/software) - [Business Performance Management Software](https://www.capterra.co.uk/directory/30051/business-performance-management-software/software) - [Financial Reporting Software](https://www.capterra.co.uk/directory/30050/financial-reporting/software) - [Sales Forecasting Software](https://www.capterra.co.uk/directory/30930/sales-forecasting/software) - [Budgeting Software](https://www.capterra.co.uk/directory/10003/budgeting/software) ## Alternatives 1. [NetSuite](https://www.capterra.co.uk/software/135757/netsuite) — 4.2/5 (2042 reviews) 2. [Upmetrics](https://www.capterra.co.uk/software/171456/business-plan-software) — 4.9/5 (116 reviews) 3. [Xero](https://www.capterra.co.uk/software/169561/xero) — 4.4/5 (3294 reviews) 4. [Intecplan](https://www.capterra.co.uk/software/199708/intecplan) — 4.9/5 (36 reviews) 5. [Dynamics 365](https://www.capterra.co.uk/software/157279/dynamics-365) — 4.4/5 (5823 reviews) ## Reviews ### "A great tool, delivering many essential insights to business planning." — 4.0/5 > **Jo** | *19 November 2024* | Design | Recommendation rating: 9.0/10 > > **Pros**: I love the way LivePlan has everything covered. Business planning, forecasting etc. It’s so time saving to be able to manipulate figures knowing that the long term effect on your plan is going to be accommodated. > > **Cons**: Nothing. It’s great and regrettably I didn’t even use all of the functionality\! > > I found that I had to re-learn some aspects of the platform if I left off using LivePlan for a while. This happens during the early stages of planning, as founders have to focus on so many different elements of their startups. Also, coming from a non tech background, my leaning curve has been very steep, if not vertical. At times, spending significant portions of my day familiarising myself with the various platforms that are out there (that others supporting and working with me want and do use) was frustrating, but unavoidable I guess. ----- ### "LivePlan - A Great Business Plan Tool" — 5.0/5 > **Steven** | *21 October 2024* | Management Consulting | Recommendation rating: 10.0/10 > > **Pros**: A really easy to use platform. The platform links the Business Plan with building a Pitch Deck, creating graphs to easily explain the detail of the plan. > > **Cons**: The fact you have to pay extra for some functionality around finance is an issue. > > I build many Business Plans for my clients and find LivePlan to be the easiest solution. ----- ### "Powerful & User-Friendly, But Lacks Arabic Support & Advanced Customization" — 4.0/5 > **Mohammed** | *15 May 2025* | E-Learning | Recommendation rating: 8.0/10 > > **Pros**: Intuitive and visually appealing interface that makes working with numbers and charts enjoyable. Exceptional reporting tools for creating business plans, financial reports, and presentations quickly. AI-powered features that speed up plan creation by 10x—a game-changer\! > > **Cons**: No native Arabic support, which remains a persistent hurdle despite two years of use. Limited customization for dashboards/charts (e.g., no PowerPoint-like control for dynamic presentations). > > Overall, LivePlan has been an excellent tool—simple, fast, and packed with smart features. The interactive dashboards and AI tools transformed how I approach business planning. However, the lack of multilingual support (especially Arabic) and advanced visualization controls keeps it from being perfect. I’d highly recommend it, but with hope for future updates to bridge these gaps\! ----- ### "Small Business Owner's real prespective" — 5.0/5 > **Tabitha** | *1 May 2026* | Financial Services | Recommendation rating: 6.0/10 > > **Pros**: I really like this feature because part of my business focuses on helping clients create and understand budgets. Many small business owners and individuals need assistance seeing where their money is going, planning ahead, and making better financial decisions. As the founder of B \& D Bookkeeping LLC and the Financial Literacy Foundation, I believe budgeting is one of the most important steps toward financial confidence. Tools like LivePlan can help entrepreneurs organize their numbers, think through their goals, and build a clearer plan for the future. This feature is valuable because it supports not only business planning, but also financial education, which is a major part of the work I do with clients and the community. > > **Cons**: Cons would be the price for each entity. I have clients that could use this. However, as a bookkeeper it can be costly to add all my clients. I think this is something that as an accountant, annalist or bookkeeper should have one package subscription to include with the bookkeeping needs of all of our clients instead of the firm paying or passing on to the clients. The way it is now I can only pass this through to my clients that are larger in size. It is not feasible for the small service, trade, or small business owner just starting out. > > My overall experience with LivePlan has been positive. I like that it gives entrepreneurs and small business owners a structured way to organize their business goals, budgets, forecasts, and financial planning in one place. As a bookkeeper and founder of B \& D Bookkeeping LLC, budgeting is part of the support I provide to clients who need help understanding their numbers and making better financial decisions. I am also the founder of the Financial Literacy Foundation, so I value tools that help make financial planning easier to explain and easier to understand. LivePlan is helpful because it can guide business owners through the planning process instead of leaving them to guess their way through their numbers. It can support budgeting, projections, business planning, and funding preparation, which are all important for entrepreneurs who want to grow with more confidence. The main drawback I see is the pricing per entity. As a bookkeeper, I have clients who could benefit from this tool, but adding each client individually can become costly. Because of that, it may be harder to use with smaller service-based businesses, trade businesses, or brand-new business owners unless the cost is passed through or included in a larger package. Overall, I think LivePlan is a valuable tool for business planning and budgeting. I would love to see a more affordable firm-level or multi-client subscription option for accountants, analysts, and bookkeepers so we can make this type of planning support more accessible to small business owners ----- ### "Terrible Cancelation system and customer service" — 1.0/5 > **Majid** | *4 March 2025* | Information Technology & Services | Recommendation rating: 0.0/10 > > **Pros**: Part of the business model is making money from unauthorized transactions. > > **Cons**: I canceled my account a month ago, but my credit card was charged again. I requested a refund, which was denied. Relying on unauthorized charges is a poor business practice. If you cannot handle cancellations online and promptly, then avoid issuing credit cards and stop auto-renewals. When you see there is tons of negative review here and there, you should fix your system. I expect a full refund, as my account shows that I haven’t accessed it in the past 30 days; I'm not using your service. I only tried it for a few days before canceling my account. ----- Page: 1 / 9\ Next: [Next page](https://www.capterra.co.uk/software/142049/liveplan?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/software/142049/liveplan) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nl | | | nl-BE | | | pt | | | pt-PT | | | sv | | ----- ## Structured Data