LivePlan

Avantages

Product way of use and how it makes my financial planning easy

Inconvénients

The new price upgrade does not make subscribing easy anymore

Avantages

The plan is easy to use in the step by step process for pushing your plan

Inconvénients

The syncing with Excel is not as easy to to transition without editing the file in excel. Would like more attention on assistance with funding.

Avantages

very easy to use, quick to build forecasts for several years, amazing ai support

Inconvénients

limited sizes for the images to insert in the pitch

Avantages

i liked the fact, we used this product 1 day and was billed for 3 years straight without our knowledge. thanks

Avantages

I love the fact that it helps me think out my process and directs me in the right direction. It makes me want to learn more and perfect my writing. I have tried a lot of different plans and none compare to live plan. I have been using it for about a year now and it seems to be improving me and itself every time I use it. I highly recommend it to anyone starting or upgrading their business.

Inconvénients

At this point, I have no complaints. I literally had to study the first time I tried to do the financials because I really didn't know what I was doing. But I kept trying, and then it began to make sense. I think it's important to know what you are doing instead of a program that does it all for you. Liveplan doesn't do everything for you but guides you and in my mind, teaches you. To me it's like a college course in business management. I love it.

Avantages

The visual reports and ability to write business plans within a set framework

Inconvénients

Lack of customization of reports and struggling with a few areas such as payroll and fixed assets.

Avantages

I thought the sample plans were extremely valuable.

Inconvénients

I would like the capability to export the sample plans.

Avantages

The product flow. The plan guide allows you to move step by step through the planning process. Very easy to follow and is more or less a plug-and-play system.
The support team are most professional and very quick to respond.

Inconvénients

To date, nothing has cropped up causing me concern or to dislike the product.

Avantages

I like the way that it does all of the forecasting and calculations for you.
I like the format of the plan itself.

Inconvénients

I am currently having an issue with figuring out how to get the payroll taxes included.

Avantages

Very easy to understand and use. The graphs and charts were very helpful.

Inconvénients

I was looking for the ability to save multiple versions of plans for the same business. Maybe you have the capability but I could not find it.

Avantages

Easy to use, good tools, exceptional forecast

Inconvénients

When I make a copy of a Business planner to be used as a reference in building another one, the counter for the total number of images I have placed is not reset, thus creating problems for placing new images as the limit is reached very quickly.

It is not possible to use a copy of a forecast from one plan and copy it to another or to use the outline structure of one plan in another empty plan.

Avantages

Very easy to use and well explained throughout the process.

Inconvénients

So far haven't encountered any stumble blocks.

Avantages

Traditionally effective in traditional scenarios of manufacturing and marketing!

Inconvénients

The Plan was Not applicable or flexible with my Non Venturing business, of Licensing. Meaning, I need financing a sa Viable Start-Up entrepreneur for licencing my Product, versus developing, financing, producing, and marketing my product(s).

Avantages

User-friendly and flexible program. I strongly recommend it

Inconvénients

I am in Turkey, and it is not possible to upload the Accounting data directly.

Avantages

LivePlan has been straightforward and informative to do. Using AI has been such a useful tool.

Inconvénients

I haven't found anything I dislike about LivePlan.

Avantages

I started my startup consultancy in 1997. Soon after, I bought my first Palo Alto Business Plan Pro disc and spent quality time chatting with Tim about how helpful the financial section was. Since then, I have recommended this program MANY times and am thrilled to be able to recommend it again to whoever reads this review. Live Plan is wonderful, convenient, and worth every penny!

Inconvénients

I am so used to working with it that I really can't think of anything I dislike.

Avantages

I really appreciate that it helps me find my wording. It does all the hard work and I appreciate that so much.

Inconvénients

Something that I think needs improved is that if you need help there is someone on live chat to help. There might be, but I havent checked yet.

Avantages

I was first introduced to LivePlan while getting my MBA, and now that I am launching my own business, I find myself coming back. LivePlan is a simple-to-use application for anyone launching a business and wanting to speak to banks or investors about funding their business. LivePlan sets you on a great course to speak intelligently about your business.

Inconvénients

LivePlan could offer more downloadable template options.

Avantages

Easy to use and understand. It’s an opportunity to understand future sales forecasts.

Inconvénients

Tax percentage depending upon the city would help.

Avantages

Easy to use very educational for beginners

Inconvénients

Haven’t used all parts but so far I’m loved it!

Avantages

Easy to use and good help for creating a Business plan

Inconvénients

When you have done the plan it is just there and I have been paying a lot of money for just storing my Business plan for 2 years. Now I have to prioritize what I spend my money on and this is one thing I dont need at the moment.

Avantages

Very useful in planning, pitching and eventually starting my business. It supported every element from ideation through to detailed p&l & balance sheet for presentation to investors. The software guides you through how to write your proposal/business plan and then helps you formulate and plan all the revenue & costs you need to think about and plan for. Integration with my online accounting software was pretty helpful too.

Inconvénients

I found that for my business the options for calculating revenue and cost of sales were clunky - adding support around these elements in terms of how COS are not necessarily all incurred in the months the product is produced. In my case it can take 3 or 4 months to build the final product - incurring costs along the way. Reporting variance against plan with integrated accounting software is clunky.

Avantages

Liveplan definitely has many features that I need in my service-based business. BUSINESS PLANNING SOFTWARE is one of the features that it provides via video instructions. IMPORTING OF QB INFORMATION for BUDGET ANALYSIS is a crucial need for any business looking to be successful.

Inconvénients

I am not completely satisfied with the ease-of-use of Liveplan. To their credit, I haven't searched out for help or training....and I'm sure they have online support for new users. I would like support in understanding the numbers created by the many reports that can be analyzed.

Avantages

This software helped fill in the gaps for me. I don't have a business background, so purchasing an existing business was a little out of my knowledge comfort zone. This software helped me understand how business works and how my decisions effect the whole picture of my business.

Inconvénients

The reason I stopped using this software is that the reports it generates is difficult for banking and finance professionals to digest. My applications for additional funding got delayed because I needed to redo my forcast and business plan in a way that was easier for my finance people to digest.

Avantages

LivePlan is very easy to use. That was the first thing that drew me to it. It's packed with all the features I needed when writing a business plan for my software development company. I really like the archive feature because I needed to do two business plans and could do that with the base subscription by switching which plan was archived. That was very handy.

Inconvénients

There were a couple of instances when I had issues with formatting, but I wondered if that was the internet browser I was using at the time. Overall, no complaints.