LivePlan can easily accommodate any industry and has over 500 sample plans built in to help you along the way. Whether you’re a small or mid-sized business, freelancer, non-profit, in Public Administrations, or literally any industry sector from high-tech to real estate to salon and spa, LivePlan has you covered. What’s better, is that LivePlan has industry benchmarks baked in to its software. Knowing your industry standards helps ensure that your forecast is both challenging and achievable.
Yes, LivePlan makes it easy to complete your sales forecast. Simply input your figures and LivePlan will automatically create your spreadsheet and associated graphs. It couldn't be easier.
Substantial savings. Signing up for the annual plan will save almost 42% over the monthly fee. The other big advantage is that with LivePlan, your business plan becomes a living, breathing document that you can adjust as your business changes. And once you’re up and running, LivePlan allows you at-a-glance to see how your revenue figures are performing against your plan’s goals and actual forecasts. LivePlan’s Scoreboard feature is a powerful yet simple to use tool that monitors your business financial health in real-time for less than the cost of a pair of movie tickets.Get Started Now
LivePlan includes two contributors and unlimited guests. Sharing your company with colleagues, stakeholders, or an academic advisor is easy with LivePlan. Just add these people to your LivePlan account as contributors or guests, and collaborate directly inside of LivePlan. Guests can view your company and comment on your plan document. Contributors can access and edit anything in an account except the owner’s profile data and the billing and payment information. If the owner grants them the additional level of access, contributors can even create new companies, add new users, and view and edit the benchmarks and Scoreboard.
LivePlan makes it easy for you to collaborate with other users in your account, even working on the same plan at the same time. LivePlan prevents users from overwriting each others' work by allowing only one user at a time to edit a particular section. Other users will see that section of the plan as locked.
Yes, you can create an unlimited number of business plans on an account; you can have one active plan at a time, meaning one that is open and being edited. You can open and close plans as needed, and if you need to have multiple plans being edited simultaneously you can upgrade your account for an additional charge.
Yes, if you are a QuickBooks Online or a Xero user, you can import your financial data into LivePlan to track your actual progress against your plan. This is a great business management feature that helps you measure your progress and grow your business. Unfortunately, we do not support importing data from Excel at this time.
LivePlan automatically backs up your data every few seconds, and every time you click “I’m Done” for a particular task. All your plan and account information is saved securely in our online servers, ready for you and your invited users to access when you need it.
You can always print a copy of your plan as a PDF file to save to your computer or download your plan as a Word document, if you know you will be without Internet access for a while and want the content handy. But there's no need to save your data offline for backups.
The easiest way to produce your LivePlan plan document is to use the print to PDF feature, which outputs your plan content in a standard file format that can be read by Adobe Reader or other free reader programs. You can also export a copy of your plan to Microsoft Word (2007 or later). That's useful if you want to have more control over the document's look and feel or add images, custom tables, and so on. Just remember that once you export to Word, any changes you make in LivePlan will not be reflected in the Word document. The Word export is a snapshot of the plan.
No, LivePlan is an entirely new product and is not interoperable with Business Plan Pro. The two products use fundamentally different technologies. At this point, you can copy the text of any plan created in Business Plan Pro and use your browser's paste functionality to insert it into your LivePlan, but financial data cannot be carried over.Get Started Now
That depends. Do you want the other person to be able to edit and change the plan, or just read it? And how comfortable is this person with digital technology? If you're just looking for feedback on a finished document, the easiest thing for your reader is probably to send them a PDF. If you want somebody to see changes as you make them or to check your progress regularly, you can issue them a guest pass. And if you have a business partner with his own perspective to add on the financials or strategy, you can add them as one of your included paid users, who can fully change anything in the content of the plan.
Yes, you can add custom sections for describing local requirements. You can write the plan in Spanish, French, German, or other languages. Write the plan in the language of your choosing, and pick the appropriate Language Output option. Enter your financials and simply select the currency symbol to use.
LivePlan is a web-based application, like Gmail. That means it works differently than CD-based software that you install on a particular computer and has multiple advantages. First, you can access and update your plan from any computer (Mac and PC) or tablet. Second, LivePlan’s online platform also allows our development team to update the software anytime without requiring you to install — or pay separately for — an upgrade. These updates typically come monthly without any effort on your part. Lastly, being cloud-based, the system is optimized to have others collaborate with you on the plan.
Yes. LivePlan is made by Palo Alto Software - the same people who make Business Plan Pro. We built LivePlan to help provide a great business planning solution for Mac users who were not able to use Business Plan Pro. While the two products are not exactly the same, they both help you create winning business plans quickly and easily. If you would like to compare Business Plan Pro to LivePlan, we have a quick comparison chart available.Get Started Now
We support the current version of each of these browsers:
These are the platforms we test. If you encounter a problem on a different browser, please let us know.
Sure, feel free to give it a try. Other current browsers like Opera should be fine, though you may find minor issues since we do not test the app in those browsers.
If you are using an older version of Internet Explorer, we strongly encourage you to upgrade your browser. It's free to upgrade and you'll have a much better experience with LivePlan and the Internet in general.
No, sorry. Because LivePlan is a web application, you need to be connected to the Internet to use it. The good news is that you can use it from any computer or device with Internet access, so your software isn't stuck on a single PC. But currently we do not support offline access.
We officially support the latest version of the Safari browser on iOS devices (iPad, iPhone). Android devices generally work well too, though we do limited testing on them due to their relatively low usage among our customers. And remember, you are covered under our 60-day, money-back guarantee.
We do recommend that your mobile device be connected via WiFi or LTE. As with any web application, LivePlan requires a reliable broadband Internet connection. Spotty or low-speed connections may cause trouble.
LivePlan offers a 60-Day Money-Back Guarantee (yes, we do require a credit card to get started). Run our software through its paces for up to 60 days, and simply contact us for a no-questions-asked 100% refund. We’ve served over a quarter-of-a-million entrepreneurs the last few years and think you’ll love LivePlan, but in the event you don’t, you’re not on the hook for any charges if you cancel within the first 60 days.Get Started Now
If you find LivePlan doesn’t work for you for whatever reason, just contact us via email, phone or even within the app within the first 60 days and we'll gladly refund your money.
Yes, LivePlan has no long-term contracts of any kind. You can easily also change from a monthly to an annual plan at anytime.
Your plan is 100% yours at any time. You can take your plan with you when you go. If you decide to end your LivePlan subscription, just export your plan before you sign out for the last time.
We happily accept Visa, Mastercard, American Express, and Discover credit cards as well as PayPal. You're protected with our 60-Day Money-Back Guarantee regardless of payment choice.Get Started Now