Liveplan free trial
Author: q | 2025-04-24
Things you can do with LivePlan; LivePlan Standard and LivePlan Premium; How do I save my work in LivePlan? Locating data that seems to be missing from LivePlan; Is there a free trial of LivePlan? LivePlan's Getting Started videos; Representing past performance in LivePlan; Why can't LivePlan connect to the server? Signing in to your LivePlan What's new in LivePlan; Getting help with your plan; LivePlan Guide Progress Indicators; Things you can do with LivePlan; LivePlan Standard and LivePlan Premium; How do I save my work in LivePlan? Locating data that seems to be missing from LivePlan; Is there a free trial of LivePlan? LivePlan's Getting Started videos; Representing past
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Is LivePlan business plan software too expensive or complicated for you? If YES, here are 26 best LivePlan alternatives; both free and paid options.LivePlan has always bagged the top spot whenever it comes to the best business plan software you can find online. This is because the creators of this app provided a slick and interactive service that offers a step-by-step business plan approach to businesses; with a rich collection of cloud-based features, and online learning tools. The software also provides easy-to-use templates built to meet your specific goals.However, its annual package is priced at a healthy $139.92 per year. If you’re not willing to pay that much up front, opt for its monthly package at $19.95 per month, and enjoy the first month for only $9.95.If you are a startup entrepreneur who does not have the kind of money it takes to purchase a subscription for LivePlan , you can simply consider these LivePlan alternatives to do the job for you at a much lower cost.1. BizPlanBuilderCost – $19.97 to $97.00BizPlanBuilder is yet another business plan writing software that has been helping small businesses out over the years. This intuitive software provides a simple wizard that walks users through effective business planning. With its premade, industry-specific templates, BizPlanBuilder can help you craft a functional business plan that reflects your business goals.While it provides solid business plan services, its flagship service surrounds financials. With a single link, business owners can share their plan with investors online. So instead of sending bulky attachments, users can present their plan directly in a browser using modern navigation.BizPlanBuilder’s financial tools also come with calculators, charts, and graphs, show financial projections, cost analyses, and budget sheets. The software also allows users to import financial data from their accounting software program into the app to make. Things you can do with LivePlan; LivePlan Standard and LivePlan Premium; How do I save my work in LivePlan? Locating data that seems to be missing from LivePlan; Is there a free trial of LivePlan? LivePlan's Getting Started videos; Representing past performance in LivePlan; Why can't LivePlan connect to the server? Signing in to your LivePlan What's new in LivePlan; Getting help with your plan; LivePlan Guide Progress Indicators; Things you can do with LivePlan; LivePlan Standard and LivePlan Premium; How do I save my work in LivePlan? Locating data that seems to be missing from LivePlan; Is there a free trial of LivePlan? LivePlan's Getting Started videos; Representing past Free Trial Availability: Free Trial available. No free trial; Spotsaas Score: 9.8 /10. 8.7 /10. User Ratings: 4.2 . 4.6 . Get Quote. Get Quote. Software Demo. Demo: View demo. LivePlan offers Free Trial, but upmetrics does not. Who are the typical users of LivePlan? LivePlan is designed for Individuals, Freelancers, Medium Business and No free trial No free version LivePlan does not have a free version and does not offer a free trial. LivePlan paid version starts at USD 20.00/month. Pricing plans. About the vendor. Palo Alto Software; Located in Eugene, US Founded in 2025 LivePlan support Does LivePlan Offer a Free Trial? No, there is no free trial of LivePlan. Instead, LivePlan offers a 60-day money-back guarantee. What that means is if you pay for LivePlan but don't like what they have to offer, you can cancel your subscription within the first 60 days, and they'll refund all your money. By LivePlan4.12 out of 5 starsBudgeting, forecasting and financial dashboards that help small businesses grow.Rated4.1out of 5Reviewed by9Xero usersListed for9 yearsAugust 2015Key functionsAccountant toolsReportingLivePlan can help your businessManage operationsManage inventoryAccess finance for growthPlan required financesChanges in businessChange in economic circumstancesHelp and advice for businessAdvisePlanning and budgetingOverviewLivePlan is for small business owners, accountants and advisors. Plan, track, and manage your business. Anywhere.For Small BusinessesLivePlan turns your accounting data into easy-to-understand dashboards that help guide your decision-making. Create smart budgets, forecasts and visual financial reports in minutes.For Accountants & AdvisorsThousands of accountants use LivePlan to deliver efficient and profitable advisory services. Help your clients set smart goals, track their profits and cash flow and refine their business strategies — all within a step-by-step framework. Play Video, opens in a dialogLivePlan + XeroDitch the spreadsheets! LivePlan syncs with your Xero accounting data in real time, and creates useful infographics so you know the pulse of your businessat all times. Quickly identify trends in your numbers and then use those insights to better manage your business.You can also compare your key metrics to similar businesses. This helps you answer questions like, “How does our profit compare to the industry average?” and, “Is our net profit per employee the same as others in our industry?”Plus, LivePlan makes it easy to build a polished, one-page business plan that's designed to impress investors.Getting startedIt’s a snap to connect Xero to LivePlan.Log into LivePlan and go to the DashboardClick "Connect My Accounting Solution" to connect your Xero accountReviews & ratingsSort and filterMost recent reviewsFG4 out of 5 starsI've been using LivePlan for over five years - first for our own CPA firm and, as time went on, for clients as well. I really like its simple forecasting, dashboard and business plan drafting tool. So many forecasting tools have a sharp learning curve and overload of options/features - LivePlan shines by keeping it all simple and nimble. Might not be suited if for businesses that have complex inventory, deferred revenue, or such, but it does a very good job otherwise. I took a star off because I've had three or four instances (over those five years) where the Xero integration broke for no apparent reason and couldn't be restored or reset by our team. LivePlan's support has been able to fix/restore things in the background in all instances, but we've lost some days and had to reschedule client meetingComments
Is LivePlan business plan software too expensive or complicated for you? If YES, here are 26 best LivePlan alternatives; both free and paid options.LivePlan has always bagged the top spot whenever it comes to the best business plan software you can find online. This is because the creators of this app provided a slick and interactive service that offers a step-by-step business plan approach to businesses; with a rich collection of cloud-based features, and online learning tools. The software also provides easy-to-use templates built to meet your specific goals.However, its annual package is priced at a healthy $139.92 per year. If you’re not willing to pay that much up front, opt for its monthly package at $19.95 per month, and enjoy the first month for only $9.95.If you are a startup entrepreneur who does not have the kind of money it takes to purchase a subscription for LivePlan , you can simply consider these LivePlan alternatives to do the job for you at a much lower cost.1. BizPlanBuilderCost – $19.97 to $97.00BizPlanBuilder is yet another business plan writing software that has been helping small businesses out over the years. This intuitive software provides a simple wizard that walks users through effective business planning. With its premade, industry-specific templates, BizPlanBuilder can help you craft a functional business plan that reflects your business goals.While it provides solid business plan services, its flagship service surrounds financials. With a single link, business owners can share their plan with investors online. So instead of sending bulky attachments, users can present their plan directly in a browser using modern navigation.BizPlanBuilder’s financial tools also come with calculators, charts, and graphs, show financial projections, cost analyses, and budget sheets. The software also allows users to import financial data from their accounting software program into the app to make
2025-04-23By LivePlan4.12 out of 5 starsBudgeting, forecasting and financial dashboards that help small businesses grow.Rated4.1out of 5Reviewed by9Xero usersListed for9 yearsAugust 2015Key functionsAccountant toolsReportingLivePlan can help your businessManage operationsManage inventoryAccess finance for growthPlan required financesChanges in businessChange in economic circumstancesHelp and advice for businessAdvisePlanning and budgetingOverviewLivePlan is for small business owners, accountants and advisors. Plan, track, and manage your business. Anywhere.For Small BusinessesLivePlan turns your accounting data into easy-to-understand dashboards that help guide your decision-making. Create smart budgets, forecasts and visual financial reports in minutes.For Accountants & AdvisorsThousands of accountants use LivePlan to deliver efficient and profitable advisory services. Help your clients set smart goals, track their profits and cash flow and refine their business strategies — all within a step-by-step framework. Play Video, opens in a dialogLivePlan + XeroDitch the spreadsheets! LivePlan syncs with your Xero accounting data in real time, and creates useful infographics so you know the pulse of your businessat all times. Quickly identify trends in your numbers and then use those insights to better manage your business.You can also compare your key metrics to similar businesses. This helps you answer questions like, “How does our profit compare to the industry average?” and, “Is our net profit per employee the same as others in our industry?”Plus, LivePlan makes it easy to build a polished, one-page business plan that's designed to impress investors.Getting startedIt’s a snap to connect Xero to LivePlan.Log into LivePlan and go to the DashboardClick "Connect My Accounting Solution" to connect your Xero accountReviews & ratingsSort and filterMost recent reviewsFG4 out of 5 starsI've been using LivePlan for over five years - first for our own CPA firm and, as time went on, for clients as well. I really like its simple forecasting, dashboard and business plan drafting tool. So many forecasting tools have a sharp learning curve and overload of options/features - LivePlan shines by keeping it all simple and nimble. Might not be suited if for businesses that have complex inventory, deferred revenue, or such, but it does a very good job otherwise. I took a star off because I've had three or four instances (over those five years) where the Xero integration broke for no apparent reason and couldn't be restored or reset by our team. LivePlan's support has been able to fix/restore things in the background in all instances, but we've lost some days and had to reschedule client meeting
2025-03-31Creating a business plan is more than just a formality—it’s your roadmap for success. Whether you’re launching a startup, seeking funding from a bank or angel investor, or planning for growth, a well-structured business plan is essential for turning your vision into reality. Gathering data, defining strategies, and forecasting finances can feel overwhelming, especially if you’re new to business planning.That’s where LivePlan comes in. Designed to simplify and streamline the planning process, LivePlan provides the tools, templates, and guidance you need to build an engaging and professional business plan with confidence. With its intuitive interface and powerful features like the LivePlan Assistant, you’ll have everything you need to articulate your goals and chart your course for success—all without the stress.This guide aims to simplify the writing portion of your business planning by breaking down the essential components into manageable steps. With the help of LivePlan, even those without prior experience can create a professional business plan. By the end of this guide, you'll know how to craft a business plan that communicates your vision to stakeholders.The Plan vs. The PitchModern business plans have evolved. With the rise of startups and lean business models, the need for lengthy, rigid documents has shifted towards more dynamic, flexible presentations. Investors and stakeholders now prefer concise, actionable plans that convey the essence of a business idea.LivePlan breaks this process with two key components: The Plan and The Pitch, which we'll cover in this guide.The Plan: This section tells the story of your business, including
2025-03-27Executive Summary is a crucial snapshot of your entire business plan, offering a concise overview that captures the essence of your business. Although it’s the first section, it’s best to write it last after you’ve developed all other parts of your plan. While that sounds counterintuitive, there are a couple of reasons for this. First off, don't forget the summary part of Executive Summary. This is the space to briefly summarize key elements such as your business concept, financial features, financial requirements, current business position, and major achievements. Think of it as your elevator pitch—concise, impactful, and designed to grab immediate interest.The second reason to wait until later is that LivePlan can take care of writing your entire Executive Summary with LivePlan Assistant, our AI-powered suite of tools and utilities to help ensure that you aren’t missing crucial details as your plan comes together. The LivePlan Assistant can help you generate the Executive Summary or any other plan topic based on the information you’ve already entered in other sections. This ensures consistency and allows you to create a polished draft without having to start from scratch, saving time and making the process more manageable.If you chose to write your own Executive Summary, LivePlan's prompts can help you develop each part, ensuring consistency and making sure your reader’s first impression is memorable. The LivePlan Assistant is especially helpful here, as it can pull together information from other sections to create a polished draft, saving you time and reducing redundancy. Your Executive
2025-04-12