LivePlan Pros and Cons

I had no experience writing a business plan, and LivePlan helped me through it. Review collected by and hosted on G2.com.

I wish it was a bit more inexpensive, but I love that they let you downgrade and keep your information. Review collected by and hosted on G2.com.

We were introduced to LivePlan and started using it right away. Easy to use. Like the editing options. Review collected by and hosted on G2.com.

Unable to transfer to word or pdf document. Comments hard to see unless really looking for. Review collected by and hosted on G2.com.

We previously used a desktop based software package and moved to LivePlan in December of 2017. We tried several different products, but LivePlan was by far the easiest and checked the most boxes. QuickBooks sync: check - Understands deferred revenue: check - affordable: check. Manual override stuff to make it fit your needs: check. Review collected by and hosted on G2.com.

While the system understands deferred revenue, it doesn't really understand things like annual vs monthly. The tool lets you hand enter any number, so we got around this.

It only understands deferred revenue going forward that it calculates - no place for me to just say "I already have this much for this revenue stream".

It could have been easier for me to enter data from before the plan started. We only did one year back and kind of fudged it to get the deferred revenue to "catchup" to reality. Review collected by and hosted on G2.com.

Dashboard integration

financial estimation

to the point reports Review collected by and hosted on G2.com.

I think it is required a lot of details regarding the marketing section Review collected by and hosted on G2.com.

You are able to input your data and it tells you your expense and expense ratio. Review collected by and hosted on G2.com.

It isn’t set up for insurance sales where you earn new business commission and then renewal commission at a reduced rate. It is set up more for a coffee shop where you earn so much per item each time. Review collected by and hosted on G2.com.

favorite part is that it is an all-in-one, easy to use solution. Including the Pitch Presentation creator Review collected by and hosted on G2.com.

Can't download the financials by themselves Review collected by and hosted on G2.com.

Easy to use and sync with Quickbooks, clean interface Review collected by and hosted on G2.com.

Difficult to customize to nonprofit needs Review collected by and hosted on G2.com.

I like the fact that LivePlan can be directly linked to my QuickBooks Online business account so that real numbers can be integrated into the business plan to compare to budget and sales projections. The well laid out sections with lots of helps and hints to compose a vibrant and living Business Plan that is accessible in the Cloud provides the right process to always refer to and update the Business Plan as things change even from month-to-month. Review collected by and hosted on G2.com.

I have not found any functions, missing options or lack of support with my questions. LivePlan is very responsive to staying current with the times. Review collected by and hosted on G2.com.

Able to organize multiple sources of data in one platform. Accessible by all levels to read and write into and see in Real Time Review collected by and hosted on G2.com.

Not much. Took a little time to get to know how to use it. Review collected by and hosted on G2.com.

It is TRULY step-by-step and walks you through EVERYTHING that you need to know about making a business plan, even if you've never done anything like it before. Review collected by and hosted on G2.com.

Honestly, nothing. Well, maybe the cost? I wish it were a little bit more affordable. Review collected by and hosted on G2.com.