LivePlan-beoordeling: voordelen, nadelen, functies & prijzen

LivePlan vereenvoudigt het maken van bedrijfsplannen met zijn intuïtieve interface en uitgebreide functies, waardoor het ideaal is voor ondernemers en kleine bedrijven.

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By Bradley Clifford

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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

Waarom u onze softwareaanbevelingen kunt vertrouwen

6,700+

Reviews

20

Industry experts

16+

Evaluation factors

14

Years

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Voor deze gids hebben we tools geëvalueerd met behulp van praktijktests en onafhankelijk onderzoek, waarbij we tools beoordeelden aan de hand van onze selectiecriteria.

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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.

Pros

  • The intuitive interface makes it easy for your team members to navigate and use.
  • Detailed financial forecasting tools help you plan effectively.
  • The step-by-step business plan templates and creator guides your work seamlessly.

Cons

  • Customization options may be limited for your specific industry needs.
  • Advanced reporting features might not meet all your analytical requirements.
  • The learning curve could be steeper for new users unfamiliar with planning software.

Is LivePlan Right For Your Needs?

Who Would be a Good Fit for LivePlan?

LivePlan is best suited for small business owners, startups, and entrepreneurs who need a straightforward way to plan and forecast. Its intuitive interface and step-by-step guidance make it perfect for those without extensive financial expertise. 

Whether you're in retail, tech, or consulting, LivePlan's advanced financial forecasting tools and business plan creator can help your team strategize effectively and focus on growth.

  • Small Businesses
    LivePlan's user-friendly interface helps your small business plan and track performance with ease.
  • Startups
    Entrepreneurs can benefit from LivePlan’s step-by-step guidance in creating business plans.
  • Retail Industry
    Its forecasting tools assist your retail business in planning for seasonal changes and growth.
  • Consulting Firms
    Consultants can use LivePlan to showcase financial projections and business plans to clients.
  • Nonprofits
    Your nonprofit can leverage LivePlan’s planning features to align with funding goals and objectives.
  • Freelancers
    Freelancers can use LivePlan to organize income and expenses and plan for future projects.

Who Would be a Bad Fit for LivePlan?

Large corporations or enterprises with complex financial needs might find LivePlan lacking in advanced features. Its limited customization and reporting capabilities may not meet the demands of industries like finance or manufacturing that require detailed analytics and integrations. 

If your team relies heavily on deep data analysis or specific industry compliance, LivePlan's straightforward approach could fall short.

  • Large Enterprises
    Your enterprise might need more advanced features than LivePlan offers for complex planning.
  • Financial Services
    Finance teams requiring detailed analytics may find LivePlan's reporting capabilities insufficient.
  • Manufacturing Companies
    Manufacturers needing specific industry compliance might not fit with LivePlan's general features.
  • Tech Startups with Complex Models
    Tech startups with intricate financial models may need more customization than LivePlan provides.
  • Multinational Corporations
    Global operations with diverse needs might find LivePlan's straightforward approach too limiting.
  • Data-Driven Teams
    If your team relies on deep data analysis, LivePlan's basic analytical tools might not suffice.

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.

LivePlan screenshot
LivePlan’s step-by-step guide helps create polished business plans easily.

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 screenshot
LivePlan’s user-friendly design simplifies planning and strategy focus.

LivePlan Specs

  • API: Yes
  • Budgeting: Yes
  • Calendar Management: Yes
  • Dashboard: Yes
  • Data Export: Yes
  • Data Import: Yes
  • Data Visualization: Yes
  • Email Integration: No
  • External Integrations: Yes
  • Forecasting: Yes
  • Gantt Charts: No
  • Multi-User: Yes
  • Notifications: No
  • Project Management: Yes
  • Scheduling: Yes
  • Task Scheduling/Tracking: Yes

LivePlan FAQs

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