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Palo Alto Software

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42 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.3
Serving customers since
1988
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Palo Alto Software Reviews

Review Filters
Profile Name
Star Rating
30
7
2
2
1
Travis P.
TP
Travis P.
07/06/2026
Validated Reviewer
Verified Current User
Review source: Seller invite

Easy-to-Use Tool That Helped Turn My Idea Into an Investor-Ready Business Plan

I loved the ease of use of this product. It allowed me to truly put pen to paper and manifest my idea into a true business plan that I was able to present to an investor and get everything moving in the right direction.
Verified User
G
Verified User
07/01/2026
Validated Reviewer
Review source: Seller invite

Effortless Business Planning with AI-Driven Insights

I really like how LivePlan organizes my thoughts and gets me out of writer's block at times when I can't get going on certain things. It keeps the ball moving forward, unlike other plans I've used, which just sit static when I'm struggling with certain areas. LivePlan, with its AI, helps me get through business plans a lot quicker. Additionally, I found the initial setup to be very easy, about a nine on a scale of one to ten.
John P.
JP
John P.
06/30/2026
Validated Reviewer
Review source: Seller invite

Streamlined Our Business Planning Collaboratively

I use LivePlan to organize and structure our business planning activities. What I like most is that it's multi-user, so we could all contribute to it and experience the updates in real time. That made the process more efficient and effective and got us through the business planning cycles faster. It didn't really change the outcome, but it made the compilation more effective as we went through the process of collaborating on the business plan. The version history was very effective for knowing and watching all the changes throughout the process. If we wanted to go back to previous revisions in the business plan, it was helpful to see what the changes were and bring them back if it made sense. The integration with QuickBooks was helpful. Revenue forecasting was a very effective tool to help us estimate revenues and expenses. Of all the features, multi-user collaboration is the one I rely on most. It gives a structured, formatted discipline for creating project plans. Getting it set up was fairly easy, and the interface was obvious and intuitive.

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HQ Location:
Eugene, OR

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@paloaltosoft

What is Palo Alto Software?

Palo Alto Software is a company that specializes in business planning and tracking software solutions, aimed at helping entrepreneurs and small businesses achieve success. Founded in 1988, the company is renowned for its flagship product, LivePlan, which offers a comprehensive platform for business planning, financial management, and performance tracking. LivePlan is designed to simplify the process of creating business plans, projecting financial outcomes, and managing ongoing business performance. The software provides tools for entrepreneurs to develop strategic plans, secure funding, and track growth effectively. Palo Alto Software is headquartered in Eugene, Oregon, and continues to be a leader in business planning software innovation.

Details

Year Founded
1988