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Full review coming soon.

Live Plan
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Live Plan by Palo Alto Sign up now

Designed for business owners and entrepreneurs like you


You're here to write a business plan, not become an expert in our software. So we made LivePlan incredibly easy to use. From setting up your plan to sharing it with your team to printing the finished product, the entire process is designed to be painless.

Takes the guesswork out of planning


LivePlan is set up to help you think logically and write your plan effortlessly. You'll find helpful recommendations and suggestions throughout, intended to lead you through the process of writing your plan without a lot of guesswork or backtracking.

Log in and get right to work


Log in and get right to work

There's no learning curve with LivePlan. It's straighforward and accessible, so from the first time you log in, you'll be able to concentrate on writing your business plan, not dealing with overly technical software packed with tons of jargon.

There's no need to worry about training classes or technical manuals either. We believe software should get out of your way and help you accomplish the task at hand. That's what LivePlan does.
Inspired by entrepreneurs

Inspired by entrepreneurs

In 15+ years of creating award-winning products for small businesses, we've gathered a lot of information about what users like (and don't like) about software - and what they need out of a business planning software specifically. So we combined all that knowledge and created a fictitious entrepreneur we named Garrett.

While every business and business owner is unique, they all tend to have similar needs and requirements for their business plans and business planning software. Garrett embodies those similarities, and allows us to keep focused on meeting the needs of as many entrepreneurs as possible, while building an application that allows every user to customize the end result to suit their business best.

Before we even started developing LivePlan, we asked ourselves - what does Garrett really need? How can we make his life easier? Experienced user interface designers created LivePlan to be straightforward, easy to understand and follow, and easy to use. Because that's what would appeal to Garrett. And every feature that's built in to LivePlan is there because it's what Garrett, and you, will need to succeed.

Built-in formulas make the financials simple

 
Write your whole plan without ever having to look at a spreadsheet. LivePlan simply asks you questions about your business and you plug in the answers. The calculations are done behind the scenes. Our team has a combined 50 years of experience creating business plans and business planning software, so you can trust LivePlan to do the math for you.

Built-in formulas make the financials simple

Illustrate your financials with automatic charts

Visuals make your plan easier to digest. So LivePlan creates your charts based on the financial information you've already input. LivePlan's automatic charts will make your plan look great and save you a ton of time.

Full financials for a complete business plan

LivePlan includes all the financial tables a lender or investor expects to see, all linked together for you. You input your data, and it's pulled into the right table automatically. You'll create an error-free plan in less time than you thought possible.

Include just the information you need

Include just the information you need

You have complete control over your plan. Maybe you only need to forecast sales and expenses and don't want to worry about cash flow right now. Or maybe you want multiple years' worth of monthly data. No problem. With a few simple settings, you can easily choose the level of detail to include in your plan. And you can always go back and change it to adjust your plan for any audience.

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