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LivePlan-beoordeling: voordelen, nadelen, functies & prijzen

LivePlan is a forecasting software for small businesses and startups that need to build financial plans, run scenario forecasts, and track actuals against targets. I'd consider it a strong fit if your team handles planning without a dedicated FP&A function. Compared to PlanGuru, LivePlan is easier to set up without deep accounting expertise. That makes it a better choice when business owners or generalist finance staff are driving the planning.

LivePlan Evaluation Summary

LivePlan helps create business plans with financial forecasting tools.
Customer Rating
4.5 /5
Pricing
  • From $15/month (billed annually)
  • Free demo available

Why Trust Our Software Reviews

LivePlan Overview

In my opinion, LivePlan is a solid choice for small to medium-sized businesses seeking an intuitive business planning tool. It excels in ease of use and offers an advanced suite of features that streamline the financial planning process, making it accessible to users without extensive financial expertise. 

While its customer support could be more responsive, its value for money is evident, especially for startups and entrepreneurs who need a reliable tool without breaking the bank. Compared to other software, LivePlan's simplicity and focus on core functionalities make it ideal for businesses that prioritize straightforward planning over complex integrations.

Core Features

Business Plan Creator: LivePlan's step-by-step guide helps you create professional business plans without hassle. It simplifies complex tasks so your team can focus on strategy.

Financial Forecasting: LivePlan allows you to project your financial performance with ease. You can forecast revenue, expense budgets, and cash flow, all in one streamlined, spreadsheet-free interface.

Budgeting Tools: LivePlan offers a guided budgeting workflow and helps you define categories like payroll, marketing, rent, and more. 

Performance Dashboards: LivePlan's dashboards offer a visual overview of your business's health. You can quickly assess key metrics and make informed decisions.

Pitch Presentation: LivePlan includes a dedicated Pitch tab that guides you through summarized sections. This helps provide a polished format to communicate your vision clearly.

Collaboration Options: LivePlan allows you to invite up to five contributors per account (plus guests) who can view, edit, and comment on your business plan and financial forecasts. This helps everyone stay aligned on goals and strategy.

Ease of Use

LivePlan is known for its intuitive design and user-friendly interface, making it easy for your team to navigate. Its step-by-step guidance simplifies the planning process, even for those without a financial background. 

The clear layout and visual tools, like dashboards, help you quickly understand your business's performance. Compared to other software, LivePlan stands out by allowing you to focus on strategy rather than getting bogged down by complex features.

LivePlan Specs

  • API
  • Budgeting
  • Calendar Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • Forecasting
  • Gantt Charts
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Task Scheduling/Tracking

LivePlan FAQs

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