liveplan.com Reviews

There was an issue withy credit card and my bank. Jess kept my expired account active while that situation was being worked out.
Jess also kept me informed and updated every step of the way of what was being done to help my situation.
If I'd could - I'd take Jess and the team out to supper!
That's how great my experience was with everyone!

Easy tool, helpfool and good service

Simply superb company to deal with an excellent communication throughout.

If you have any issues there customer service is excellent with swift and clear responses.

Would highly recommend

I like liveplan feature that connects to quickbooks financial data. From quick glance it doesn't capture much data though, but in all fairness I haven't delve deep onto it.

Liveplan is a great platform that helped my team and I in completing our Business plan. It is extremely customizable and we can all work on it together having everything is one place makes communication and sharing information much easier.

The team was very available and helped a great deal. I recommend them!

I find the "month-to-month" subscription most suitable for my occasional needs. Some business plans which I do are NOT for me. My clients do not want me to solicit the help of a third party (e.g. Accountant) So I use Liveplan software! I simply enter the parameters and Liveplan does the magic !! meaning: financial calculations, P&L, projected cashflow, Balance sheet etc.

GOOD

The agent was very knowledgeable and helpful. He figure out the solution even when the question was unclear.

I benefited greatly from the platform, especially in terms of financial expectations and the guidelines from your side.

The invitation to add colleagues was not friendly, the important task is to copy the link to share. It should be started more clearly. Also, the link shall stay available longer and be able to go back to access if the colleague was not yet accepted the invitation.

Lindsay was excellent with how she handled my issue.

My user experience is very good, so far I haven't encountered any problems that cannot be solved!

I would like to transcribe my financial plan in dollars or euros with a simple click.

I super like the liveplan app. The resources are great and helpful for small businesses. I will recommend it any day to any business owner.

One of the things I appreciated the most from your customer service support team was the prompt response and support I got to a complaints and query I made over one of the payment plan. And I asked for a refund of payment for that month.

And honestly I didn't expect the response to be fast and smooth. Especially having had fears with making online transactions before now. But your support team was just awesome. And I got my full refund with no hassle at all. Thank you so much.

I also requested a brief that explains your payment plan clearly so I can make better options when I am ready to purchase another plan. And I got that as well

Thanks.

I have asked for help several times for different things.
EVERY time, my questions were answered and/or the help given was great and basically immediate.
This is the kind of customer service ALL businesses should give. Lindsay and Zack have been AWESOME!