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Palo Alto Software

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4.3 out of 5 stars
42 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.3
Serving customers since
1988
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LivePlan

42 reviews

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups.

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30
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1

Palo Alto Software Reviews

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Profile Name
Star Rating
30
7
2
2
1
Verified User in Higher Education
UH
Verified User in Higher Education
07/14/2020
Validated Reviewer
Review source: G2 invite
Incentivized Review

Extremely customizable and easy to use

|LivePlan
The ability to customize every single part of the business plan; being able to add categories outside of what is provided in the template. I used this with a group of people, and it worked well for the collaboration aspect.
FG
Fabien G.
07/10/2020
Validated Reviewer
Review source: G2 invite
Incentivized Review

Great place to start to draft a business plan and create a forecast

|LivePlan
The integration with Xero and QBO that lets you compare your forecast and estimate to actual once you get going. It's fairly simple to creates a three-way forecast and it lets you create different scenarios.
Verified User in Management Consulting
UM
Verified User in Management Consulting
06/03/2020
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Great Business Plan software

|LivePlan
Its thorough but very easy to use. Plus fully integrated financial graph capability

About

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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