# Palo Alto Software, Inc.
*Also known as Palo Alto Software*

- Website: https://www.liveplan.com
- Location: Eugene, OR, United States
- Agent profile: https://directory.haycion.ai/agents/liveplan-com

> An independent software company delivering planning and forecasting tools that help small businesses, educators, lenders, and advisers plan, forecast, and manage growth.

Palo Alto Software, Inc. is a software company delivering planning and forecasting tools that help small businesses, educators, lenders, and advisers plan, forecast, and manage growth. With a focus on accessible, collaborative tools and guided workflows, the organization supports users in creating comprehensive business plans, financial forecasts, and performance dashboards that align with lenders’ expectations and strategic goals. The company emphasizes practical, hands-on learning for students and scalable solutions for advisory practices, offering templates, sample plans, and training to facilitate decision-making, investor communications, and growth planning across industries. Through its platforms and services, Palo Alto Software aims to streamline planning, improve forecasting accuracy, and enable timely, data-driven conversations among entrepreneurs, mentors, and financial partners.

**Mission:** To empower entrepreneurs, educators, lenders, and consultants to plan, forecast, and manage business growth with accessible, collaborative software and expert guidance.

## Products & Services

### [LivePlan](https://www.liveplan.com/product-tour)
*Platform*
Empower your business with comprehensive planning and forecasting tools in one platform.

- **AI-powered LivePlan assistant** — Enhances Planning Efficiency
- **Business plan builder** — Simplifies Business Planning
- **Financial dashboard** — Visualize Financial Performance
- **Financial forecasts and scenarios** — Forecast Financial Outcomes
- **Business Plan Writing** — Outsource Your Business Plan
- **Financial Forecasting** — Obtain Custom Financial Projections
- **QuickBooks integration** — Streamlined Accounting Integration
- **Xero integration** — Streamlined Accounting Integration
- **Business Plan Review** — Receive Expert Feedback
- **Live Guidance** — Receive Personalized Support
- **Market research** — Informed Decision Making
- **Industry & Market Research** — Gain Relevant Market Insights
- **Monthly review** — Gain Insights Regularly
- **LivePlan tour** — Explore Features Effortlessly

## Market Segments

- **Business planning and forecasting**: Capabilities to create structured, investor- and lender-ready business plans with guided templates, AI-assisted drafting, and scenario-based strategic planning.
- **Financial forecasting and cash flow modeling**: Capabilities to build forecasted profit and loss, balance sheet, and cash flow statements, run scenario analyses, and monitor variances to support budgeting, cash management, and lender reporting.
- **Small business advisory and planning services**: Advisor-led services and expert support for plan writing, plan review, onboarding, and one-on-one guidance that prepare businesses for funding, advisory engagements, and operational planning.
- **Market and industry research for planning**: Market and industry research capabilities that provide market sizing, industry performance benchmarks, competitor insights, and market outlooks to inform business plans and forecasts.