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Introducing LivePlan

Create a business plan to wow lenders and investors

Liveplan asks you questions, you fill in the answers. it's really that simple..

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LivePlan guides you through the entire planning process

Plan faster and easier with AI

Ensure your business plan is the best it can be with the AI-Powered LivePlan Assistant.

• Expand upon your ideas with just one click.
• Auto-adjust your tone to be more professional.
• Improve your writing and remove potential errors.
• Start your forecast quickly with suggested revenue streams.

Follow a step-by-step process

LivePlan asks you questions about your business, you plug in the answers. It's as easy as that. You'll get straightforward instructions with examples on:

• Writing a pitch that grabs investors' attention.
• What to include in your marketing plan.
• Every other essential piece of your business plan.

Financials are calculated for you

LivePlan tells you exactly what kind of financial information you need to enter and then it does all the calculations automatically using built-in formulas. So you end up with razor-accurate financial statements that include all the tables that a lender or investor expects to see.

Help is never far away

Most LivePlan users are able to breeze through their first business plan. But if you ever have a question, there are a few ways to get advice:

• Start a chat with our advocacy team
• Explore over 550 sample plans
• Watch expert tutorial videos built into LivePlan

Impress lenders with your polished plan

Once your plan is done, you can:

• Customize the look of your plan using 10 beautiful document themes.
• Download your plan as a PDF or Word doc.
• Print your plan to get a clean, polished document.

Join over 1 million entrepreneurs who found success with LivePlan

35-day money-back guarantee. Save 40% Today

“LivePlan saved me a lot of time because the software does so much of the work for you . All you have to do is answer questions and plug in numbers.”

Tailored Coffee

“I have such a better clarity of thought because I can see the impact of marketing by using LivePlan versus just using a spreadsheet.”

Marc-Andre Seguin

JazzGuitarLessons.net

Upgrade to LivePlan Premium

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See how your business metrics compare to industry averages

“Don't let your fear hold you back. LivePlan takes the fear and the struggle out of the process of creating a business plan.”

Jo Stanford

“It's our road map, continually helping us stay on track. We wrote a business plan we can take to any investor , and it's game on.”

Stacie Overman

Lavender Kisses Farm

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Our products are used by over 1,500,000 entrepreneurs and small businesses..

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You'll find our customers in over 180 countries around the world.

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Ann Rea, www.AnnRea.com

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John Shaw, Assistant Professor of Management, Jacksonville University

Bronwen Madden, Coordinator SBTDC, Missouri State University

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• LivePlan Review 2024

Is It the Best Business Plan Software?

• Resources For Planning A Business

Last Updated: January 23, 2024 By TRUiC Team

If you're an entrepreneur, one of the most important parts of starting a business is  writing a business plan ; however, you may need a step-by-step process to help lead your small business to success. That’s where  LivePlan  comes in.

Created by Palo Alto Software, LivePlan is a cloud-based  business plan software that walks you through the entire planning process. With video tutorials and examples at each section, it helps you write a solid business plan in half the time.

Read our LivePlan review to discover the pricing and features that set the tool apart, compare customer reviews, and more. By the end, you’ll know if it is the best business planning software for you.

Recommended: Transform your idea into an investor-ready business plan—Try LivePlan today and save 40% on an annual subscription!

Pros & Cons of LivePlan

Pros of liveplan.

• You don’t need prior experience with professional business planning because the LivePlan software is designed for startups and entrepreneurs who don’t have the time or budget for collegiate-style planning.
• According to many positive online LivePlan reviews, customers are incredibly satisfied with the business plan software.
• LivePlan’s user-friendly website makes it easy to focus and build presentation-ready plans. Also because it’s cloud-based, you can trust LivePlan to keep your data safe and 100% accessible.
• LivePlan provides elegant and fully-customizable template themes you can brand so your business plan looks amazing in presentations with investors, potential partners, lending institutions, etc.
• LivePlan allows you to easily import financial data from other platforms like QuickBooks and Xero…a big time-saver that gives you the peace of mind everything is importing correctly.
• With an annual subscription to LivePlan, you get access to tons of legal forms, fantastic educational e-books, and even an employee handbook template. Their system is set up so the more LivePlan features you add, the less it costs, which is awesome.
• LivePlan sports a great suite of collaboration tools for you and your small business team members. For example, LivePlan locks any section a team member is working on to prevent two users from editing the same section at the same time.

Cons of LivePlan

• You have to be connected to the Internet to use LivePlan. Cloud-based computing does still have its downsides.
• While you can develop more than one business plan using LivePlan, there is no way to copy an existing plan.

Should You Use LivePlan?

If it feels like LivePlan is the right choice, start to plan, pitch, and track your business with it today! And if you end up not liking LivePlan as much as we do, just ask for a refund within 35 days.

Get Started

LivePlan Pricing

It would be tough for LivePlan pricing to get any more straightforward, and you don't have to worry about any hidden fees. Here are the following LivePlan pricing packages that entrepreneurs and small businesses can choose from:

• Standard Monthly Subscription: Pay as you go for $15/month for first 3 months, then $20/month after
• Premium Monthly Subscription: Pay as you go for $30/month for first 3 months, then $40/month after
• Purchase a Standard annual subscription for $12/month 
• Purchase a Premium annual subscription for $24/month 

You can save 40% if you choose an annual plan. Go with whichever package you feel most comfortable with. Either way, you have 35 days to try the business planning software and explore everything it’s capable of.

With every pricing package, you'll gain access to a variety of LivePlan features, such as over 500 sample business plans, automatic financials, and more.

A Quick Look at LivePlan's Features

There are a multitude of helpful LivePlan features that guide entrepreneurs through structuring and writing a business plan. In addition to very good technical support, sample plans, and automatic financials, LivePlan offers the following features:

• Online dashboard for tracking information and creating progress reports. Simply use your LivePlan login.
• Step-by-step instructions and video tutorials
• Advice and tips from business plan experts
• Templates for financial information
• Professional business plan themes
• Tools for team collaboration
• QuickBooks and Xero integration

Granted this is just a tip of the iceberg of LivePlan features, but our favorites for getting a clean and effective business plan built as quick as possible.

LivePlan Reviews

What LivePlan review would be complete without customer testimonials? Below is a sampling of the huge growing reservoir of feedback from happy users. We didn’t cherry-pick either, as you’ll see on Shopper Approved , a third-party customer review site where LivePlan scores a 4.8/5. As of 2023, LivePlan now has over 1,500 customer reviews on Shopper Approved.

According to many LivePlan reviews, there’s some serious value in the business plan software. Customers often mention how LivePlan helps entrepreneurs and small businesses better manage, prioritize, and present a successful business plan. In regard to the non-5 star reviews, the main issue people are having is the overall LivePlan pricing, which is understandable if you’re starting a business on a budget.

"This was a wonderful tool for creating my business plan. I was overwhelmed by all of the online templates that offered no real guidelines for completing my plan. Liveplan was simple to navigate and offered “real life” examples in each section of the plan builder. I completed my plan quickly and now have a professional document that I am thrilled with! ”

"LivePlan was a great tool to use for building a Business Plan. It helped me, as a first-time business plan writer – because it outlined all the sections of the plan and gave detailed instructions and examples for each part. The financials part was great because it automatically generated graphs and charts for the financial planning of my company. ”

"LivePlan was a life-saver for me. I work for a non-profit whose potential funders require a business plan. I had no idea what a business plan looked like or even where to start, when I found LivePlan, I knew I hit the jackpot. With the examples, samples, and easy plug-in information areas, we wrote a plan that not only looks professional but meets all of the needs of the organization and our funders. I couldn’t be more grateful for everything LivePlan did for me/us. I will use LivePlan again for any other business plans I write and will certainly recommend them. Thank you LivePlan! ”

"It’s by far one of the best business plan software products that I’ve come to find. It’s very self-explanatory and user friendly. I would recommend Liveplan to anyone looking for a comprehensive business plan maker which needs to impress and get the results you are looking to achieve. ”

LivePlan also features several verified customer reviews on its website. Here are a couple more examples:

"LivePlan has reinvented business planning. It's the only tool that helps entrepreneurs track their progress with a unique dashboard specifically designed for small business."

"I needed to write a business plan for my investors. I was going nuts trying to create charts and properly format them. Then a friend recommended LivePlan! The financials were so easy to use and I liked knowing the calculations were all correct."

"I didn't only get value for the money paid but also got the best customer service experience as well. And of course, I'm sticking to LivePlan forever."

Frequently Asked Questions

What is liveplan.

LivePlan is business management software created by Palo Alto Software to help entrepreneurs and small business owners develop business plans, financial projections, and performance tracking.

How does LivePlan work?

LivePlan works through a step by step process, guiding users through customizable templates to create professional business plans. Users input their business's financial data, product plans, marketing strategies etc. and LivePlan uses the data to create a structured business plan document with projections, graphs, financial models and performance analytics.

What businesses does LivePlan work with?

LivePlan boasts over 500 sample plans, covering just about every business model imaginable. From mom-and-pops to larger corporations, from freelancers to nonprofit entities, LivePlan really does cover every possible base.

Does LivePlan have any hidden fees?

There are up-charges for premium features like the ability to simultaneously edit multiple business plans. But, LivePlan clearly communicates these from the get-go. Also, most people probably won’t need them because they’re working on one plan at a time.

How do I cancel my LivePlan subscription?

Within the first 35 days, if you decide you’d rather not use LivePlan after all contact them via their app, by email or by phone. They’ll cancel your account and refund your money, no questions asked.

How is LivePlan customer support?

LivePlan customer support is surprisingly responsive. Use the site’s live-chat option or give them a call on their toll-free line.

Is LivePlan secure?

LivePlan is about as secure as it gets. Your business plan — and all of the information within — is entirely confidential. All credit card transactions get bank-level encryption treatment. Also, your account and plan are both backed up to the cloud every few seconds, so there’s no chance you’ll ever lose any work.

How much does LivePlan cost?

Here are the LivePlan pricing plans:

• Standard monthly: $15/month for first 3 months, then $20/month after
• Premium monthly: $30/month for first 3 months, then $40/month after
• Standard annual subscription for $12/month 
• Premium annual subscription for $24/month 

We've chosen LivePlan as the best business plan software – it helped us get Startup Savant off the ground. Being able to take our core data and translate it into a beautiful presentation-ready business plan that’s refined and customizable was a lifesaver in so many ways.

If it feels like LivePlan is the right choice, start to plan, pitch and track your business growth with it today. And if you end up not liking LivePlan as much as we do, just ask for a refund within 35 days.

Showcase your startup with confidence — Try LivePlan and create an investor-ready business plan today.

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Lean Startup Business Plan Guide

How to Write a Business Plan

LivePlan vs Business Plan Pro: The Ultimate Showdown

Embarking on the entrepreneurial journey, you’re faced with countless decisions, but perhaps none as crucial as choosing the right tools to lay your foundation. Enter LivePlan and Business Plan Pro, two giants in the world of business planning. But which one’s the perfect fit for your venture?

LivePlan dazzles with its modern approach, offering cloud-based convenience and real-time collaboration. On the other hand, Business Plan Pro stands its ground with comprehensive features and a traditional desktop setup. It’s a battle of innovation versus reliability, and you’re in the driver’s seat. Let’s dive into what sets these two apart and help you navigate towards the best choice for your business blueprint.

Key Takeaways

• LivePlan offers a modern, intuitive, cloud-based business planning solution with features like real-time collaboration, step-by-step guidance, financial tools, and a wide range of templates, making it suitable for dynamic entrepreneurs seeking flexibility and accessibility.
• Business Plan Pro provides a comprehensive, traditional business planning software experience with detailed financial forecasting tools, access to market research, and over 500 sample business plans, ideal for those who prefer depth, structure, and a desktop-based environment.
• LivePlan’s modern approach caters to the needs of startups and entrepreneurs who require the ability to access and update their business plans from anywhere, emphasizing convenience and adaptability for fast-moving business environments.
• Business Plan Pro’s strength lies in its detailed planning tools and extensive resources, suited for entrepreneurs who prioritize thorough analysis and comprehensive planning over flexibility, particularly those in complex industries requiring detailed projections.
• Choosing between LivePlan and Business Plan Pro depends on your specific business planning needs, priorities (such as cloud-based accessibility vs. detailed financial analysis), and whether your focus is on flexibility and scalability or in-depth, traditional planning.
• Both LivePlan and Business Plan Pro offer unique advantages, and the best choice depends on the entrepreneur’s specific needs, business stage, and planning style, emphasizing the importance of aligning the tool with your business planning objectives and workflow requirements.

LivePlan: A Modern Approach to Business Planning

Embarking on your entrepreneurial journey, you’ve likely realized the importance of a solid business plan. It’s not just a roadmap but a beacon guiding you through the stormy seas of startup life. Enter LivePlan, a beacon of modernity in the traditional world of business planning. Its cloud-based setup means you can access your plan from anywhere, anytime. Imagine tweaking your financial forecasts while sipping coffee at your favorite café or sharing your vision with a potential investor on the fly. That’s the convenience LivePlan offers.

Beyond accessibility, LivePlan shines with its real-time collaboration feature. Gone are the days of back-and-forth emails and the confusion of multiple document versions. You and your team can work on the same document simultaneously. This feature is a godsend for keeping everyone on the same page (literally) and fostering a cohesive strategy. It’s not just about convenience; it’s about efficiency and creating a living document that evolves with your business.

In terms of guidance, LivePlan doesn’t leave you in the dark. It offers step-by-step instructions and examples for each section of your plan. Whether you’re a seasoned entrepreneur or new to the game, these tools are invaluable. They demystify the planning process and help you create a document that’s not just functional but compelling.

Moreover, LivePlan is equipped with a slew of financial tools. From profit and loss projections to cash flow analysis, these tools help you create a financial forecast that’s both realistic and robust. For startups especially, having a clear financial pathway is crucial, and LivePlan makes this daunting task approachable.

With its blend of flexibility, collaboration, and in-depth planning tools, LivePlan positions itself as not just a tool but a partner in your entrepreneurial journey. Whether you’re crafting your first business plan or revisiting your strategy for growth, LivePlan adapts to your needs, making it a stellar choice for modern entrepreneurs looking to make their mark.

Business Plan Pro: Comprehensive Features and Traditional Setup

When you dive into the realm of Business Plan Pro , you’re stepping into a world that’s supported numerous entrepreneurs over the years. This software is akin to a tried-and-true friend in the journey of business planning, offering a wealth of features in its traditional, software-based setup.

First off, the depth of Business Plan Pro’s financial forecasting tools is unparalleled. You’ll find yourself navigating through detailed cash flow, profit and loss, and sales forecasting features. These tools are designed to provide an in-depth look at your financial future, giving you the clarity needed to make informed decisions. It’s the sort of comprehensive financial planning that could very well become the backbone of your business strategy.

Then there’s the matter of data. Business Plan Pro doesn’t hold back. It grants access to thousands of industry profiles and market research data that can be pivotal in shaping your business plan. Imagine having a library of information at your fingertips, ready to bolster your business proposal with solid facts and figures.

Yet, it’s important to note, the software operates on a downloadable basis . Unlike LivePlan’s cloud-based accessibility, Business Plan Pro requires installation on a Windows platform. This sets up a different dynamic for your planning process. You’ll have the robust tools you need, but without the same level of flexibility and mobility offered by cloud-based alternatives.

Adapting to the needs of modern entrepreneurs seeking versatility, Business Plan Pro still holds a place for those who appreciate a detailed, static planning environment. The depth of its features makes it a powerful ally for anyone looking to dive deep into the financial and analytical aspects of their business plan.

Features and Benefits of LivePlan

As an entrepreneur who’s been through the startup ringer and experimented with various side hustles, I’ve learned that the right tools can make a huge difference. LivePlan stands out in this regard, with features that cater to both budding and seasoned business owners. Here’s a breakdown of what makes LivePlan a worthy consideration for your planning needs.

First off, ease of use can’t be overstated. LivePlan’s interface is intuitive, guiding you through the process of creating your business plan with step-by-step instructions. This simplicity is a lifesaver for those of you juggling the myriad tasks of getting a business off the ground or managing a side hustle along with a full-time job.

Then there’s the pitch feature . It allows you to quickly craft a visually appealing overview of your business idea. This is incredibly useful for attracting investors or getting team members on the same page. It’s like having your elevator pitch and executive summary rolled into one convenient package.

Another standout feature is LivePlan’s financial forecasting . Unlike static tools, LivePlan offers dynamic forecasting that adjusts as you input new data. This provides a remarkably clear picture of your financial trajectory, helping you make informed decisions about budget allocation, funding needs, and revenue strategies.

LivePlan also boasts a vast library of business plan templates and examples . Whatever your industry, chances are there’s a template that fits your niche. This is a game-changer for saving time and ensuring that your plan meets industry standards.

Lastly, the Scoreboard feature integrates with accounting software like QuickBooks, giving you real-time insights into how your business is performing against your plan. This can be pivotal for pivoting strategy or reinforcing successful tactics.

Each of these features comes together to offer a robust, flexible platform that’s designed not just for planning, but for achieving. Whether you’re a startup maven or a part-time entrepreneur, LivePlan adapts to your unique journey.

Features and Benefits of Business Plan Pro

As an entrepreneur deeply immersed in the world of online business and startups, you’re likely on a constant hunt for tools that can streamline your planning process and propel your ideas into reality. Business Plan Pro might just be the resource you’ve been searching for. With its comprehensive suite of features designed to simplify business planning, this software has a lot to offer for anyone ready to take their side hustle or startup to the next level.

First off, Business Plan Pro is equipped with 500+ sample business plans . This means you’re never starting from scratch. Whether you’re opening a coffee shop or launching a tech startup, there’s a template that you can customize to fit your vision. This feature not only saves time but also provides a solid foundation for your business plan, ensuring you haven’t missed any critical components.

Another standout feature is its in-depth financial forecasting tools . You can dive deep into cash flow analysis, profit and loss statements, and sales forecasting with ease. For you, this means the ability to create detailed, realistic financial projections, critical for both your strategy and for impressing potential investors.

Here’s a quick snapshot of the core capabilities of Business Plan Pro:

Lastly, Business Plan Pro stands out with its market research access , offering thousands of industry profiles and essential data. This feature enables you to tailor your business plan with specifics of your industry, a crucial step for crafting a strategy that’s both realistic and competitive.

Utilizing Business Plan Pro’s features effectively can empower you to create a well-researched, detailed business plan. For someone passionate about turning ideas into successful ventures, this tool offers a robust platform to support your entrepreneurial journey.

Choosing the Right Business Planning Tool

Deciding between LivePlan and Business Plan Pro is like choosing between two top-tier tools, each with its own strengths. Your selection hinges on what aspects of business planning you prioritize and how those tools align with your goals.

LivePlan shines with its modern, intuitive interface and emphasis on step-by-step planning. Its features are geared towards dynamic businesses looking for flexibility and scalability. If you’re diving into various side hustles or want a tool that grows with your evolving online venture, LivePlan might be your go-to. It offers cloud-based functionality, giving you the ability to tweak your plan on the go. This aspect is crucial if you’re always bustling with new ideas or need to present your plan to stakeholders across different locations.

On the other hand, Business Plan Pro stands out with its comprehensive features and extensive library of over 500 sample plans. If you’re someone who loves diving deep into the details, appreciates having numerous templates at your disposal, and wants software with robust financial forecasting tools, Business Plan Pro could be more your speed. It’s particularly suited for those who prefer a more structured approach to business planning or are working on a complex project requiring detailed analysis.

When considering these tools, reflect on your business stage, type, and needs:

• Are you looking for simplicity and accessibility or detailed, in-depth planning tools?
• Do you need cloud access to your plan from anywhere, or do you prefer a desktop application?
• How important are industry-specific templates and market research to you?

Remember, your choice of a business planning tool can significantly influence how efficiently you can bring your business vision to life. Whether you lean towards the sleek flexibility of LivePlan or the detailed, comprehensive toolkit of Business Plan Pro, ensure it aligns with your workflow, planning style, and the specific demands of your venture.

Choosing between LivePlan and Business Plan Pro boils down to your specific needs and how you envision managing your business plan. If you’re leaning towards a more intuitive, cloud-based solution that grows with your business, LivePlan might be your best bet. Its modern interface and step-by-step guidance are perfect for those who appreciate a bit of hand-holding along the way. On the flip side, if you’re after a tool that offers a wealth of features and detailed financial forecasting, Business Plan Pro could be the way to go. Its comprehensive approach and extensive resources are ideal for those who prefer to dive deep into the planning process. Remember, the right tool is the one that aligns with your business strategy and simplifies your planning process. Happy planning!

Frequently Asked Questions

What are the main differences between business plan pro and liveplan.

Business Plan Pro is known for its comprehensive features, large library of sample plans, and robust financial tools, catering to those who prefer a traditional, detailed approach. In contrast, LivePlan boasts a modern interface, step-by-step planning assistance, and cloud-based functionality, making it well-suited for dynamic, on-the-go businesses.

Which tool is better for someone who prefers an in-depth business planning approach?

Business Plan Pro is the better option for individuals seeking an in-depth, structured approach to business planning due to its extensive features and comprehensive financial forecasting tools.

Is LivePlan suitable for users who prefer cloud-based tools?

Yes, LivePlan is highly suitable for users who prefer cloud-based tools. Its cloud accessibility allows for dynamic business planning and collaboration from anywhere, making it ideal for modern, flexible business operations.

Can I find industry-specific templates in either of these tools?

Yes, both Business Plan Pro and LivePlan offer industry-specific templates. However, the number and variety of these templates may vary, so it’s essential to check which tool better suits your specific industry needs.

Which tool is recommended for beginners without much experience in business planning?

LivePlan is generally recommended for beginners due to its intuitive, step-by-step guidance and modern interface, which simplifies the business planning process.

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LivePlan is an online business planning tool known for its user-friendly interface and comprehensive features. It offers guided business plan creation, including financial projections and performance tracking. LivePlan is particularly useful for startups and existing businesses looking to develop detailed business plans and track their progress. Its step-by-step approach simplifies the process of creating financial projections, making it accessible even to those without a financial background. The platform also allows for collaboration, making it a valuable tool for teams working on a business plan together.

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Write your plan with the #1 business planning company

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Start planning for $20 per month.

All subscriptions come with a 35-day money-back guarantee.

" LivePlan earns the top spot on our list of best business plan software- and for good reason. LivePlan's slick and interactive service provides a step-by-step business plan approach, a rich collection of cloud-based features, and online learning tools."

Brooke Hayes Software Reviewer

Some of our fans:

Here's how liveplan makes it surprisingly simple to write a convincing business plan.

Plan faster and easier with AI

Ensure your business plan is the best it can be with the AI-Powered LivePlan Assistant.

• Expand upon your ideas with just one click
• Auto-adjust your tone to be more professional
• Improve your writing and remove potential errors
• Start your forecast quickly with suggested revenue streams

" LivePlan saved me a lot of time because the software does so much of the work for you. All you have to do is answer questions and plug in numbers."

Brian Sung Owner of Tailored Coffee

All the financials are calculated for you

LivePlan tells you exactly what kind of financial information you need to enter and then it does all the calculations automatically using built-in formulas. So you end up with razor-accurate financial statements that include all the tables that a lender or investor expects to see.

"Most people are intimidated by the financials, but LivePlan made planning simple, saved me so much time and just knowing that the calculations are correct makes this tool worth every penny! "

Brandie Noelle Notals LLC

If you ever get stuck, we'll help you out

Most LivePlan users are able to breeze through their first business plan. But if you ever have a question, there are 3 ways to get advice:

• Call a LivePlan expert at 1-888-498-6136
• Chat with our advocacy team. Try it now.
• Browse 550 sample plans and tutorial videos

"LivePlan was user friendly, supportive and provided meaningful guidance all while remaining very flexible."

Freja Nelson Freja Foods

Get a polished business plan that will impress lenders

Once your plan is done, you can:

• Customize the look of your plan using 10 beautiful document themes
• Download your plan as a PDF or Word doc so you share it easily
• Print out your plan to get a clean, professional document

Join over 1 million entrepreneurs who found success with LivePlan

35-day money-back guarantee. Start planning for $20 per month.

" LivePlan is incredibly simple and easy to use. The financial sales forecasting tool is very intuitive and makes writing a business plan more fun."

Helga Douglas Owner, Svala

LivePlan also gives you tools to help your new business succeed

Plan for any scenario.

What would happen if you hired more employees? What if sales are better than expected? Explore different situations with financial scenarios to see how decisions impact your numbers.

Get insights that will help your company grow

Are you charging enough? Will you meet your revenue goals? LivePlan's forecasting tool can answer these types of questions at a glance.

See how you stack up against competitors

Plug in your industry and where you're located, and LivePlan will tell you how you're doing compared to businesses just like yours.

You might be surprised by what new business owners have achieved with LivePlan

"Once the investor saw the plan, he believed in it. The interface was fresh and lively. The program gave wonderful examples of what should be in the different sections. I was able to take bits and pieces of those examples, but when I finished each section it sounded like I had written it. "I could just plug in information without having to do any of the math. That saved a lot of work. It made it very easy to get the business plan done. Once the investor saw my business plan on LivePlan, he immediately got back to me and said, 'I'm in.'"

E'a Williams BE Fit! Tri Wellness, Chicago, IL

"LivePlan made an overwhelming task easy. LivePlan is incredibly easy to use. LivePlan's web-based nature allows me to log in anywhere (for me it was with my Mac Book Pro or iPad). At times writing a business plan can be a overwhelming task, especially when it comes to formatting and layout. LivePlan has made it easy to focus on putting your business ideas and goals on paper instead of fussing with all the other pesky stuff. I really liked how each section is defined and gives examples of what a quality business plan should look like."

Mandie O'Neill Lucky Dog Daycare, Eugene OR

"I've raised $3M so far with LivePlan! I needed to write a business plan for my investors. I was going nuts trying to create charts and properly format them. Then a friend recommended LivePlan! The financials were so easy to use and I liked knowing the calculations were all correct. It helped me create a precise plan to confidently share with investors, and I've raised $3M so far!"

Rachid Tajiouti Olive Oil USA, LLC, New York, NY

Our customers give LivePlan 5 out of 5 stars

Software is professional and user-friendly. Highly recommend to any Entrepreneur. Would not be where I am today without LivePlan.

Mar. 15, 2024

I've been using LivePlan to help me write top-tier business plans over the last 2 years. A prominent business plan writing company referred me to this site to help me produce the best business plans, to collaboratively support their clients. I've consistently had the best customer service, whether by email or live chat. Rapid responses that are helpful and this is one of the "hand-down" best platforms if you're looking for high-quality products and services - and AMAZING customer service. The price of the plan subscription is a tiny drop in the ocean compared to the results I've had with business plans created through LivePlan. Thank you for the products and services here that help me present well

Feb. 29, 2024

I've used Liveplan for two projects and I have been happy with both experiences. I've needed support twice and both experiences were quickly resolved using the chat function. I'd highly recommend Liveplan to anyone wanting to get serious about new projects. They have great customer support, and it can be a vital tool to anyone wanting to build something from the ground up.

Feb. 20, 2024

I needed a business plan for a government grant and the platform helped me tremendously. It was super organized with all the touchpoints I had to fill and the AI for improving the texts was also amazing. I did a finance plan a well and I had no clue beforehand in how to do it and that was excellent and everything I needed to submit a full case! I finished my plan and submitted it. I will definitely use it again for when i need another business plan. Thank you

Feb. 3, 2024

Extremely user friendly. I appreciated how intuitive it was and useful when I got stuck or when wanting to rephrase sections - AI was a true support for me then

Sep. 26, 2023

LivePlan helps put your ideas and beliefs on paper in a professional & organized manner. It guides you through planning, organizing, and monitoring your plan.

Sep. 2, 2023

I didn't only get value for the money paid but also got the best customer service experience as well. And of course, I'm sticking to LivePlan forever.

IsefConsult

Aug. 14, 2023

Using LivePlan since March 2015, I've created precise financial plans and business strategies for ventures of all sizes. It's the perfect tool for rapid evaluation, eliminating the risk of spreadsheet errors.

Jul. 7, 2023

It's a great Financial planning software. It can also sync with Xero and Quickbooks.

Jun. 17, 2023

If you are looking to create a Business Plan then don't waste any time, buy LivePlan as it will make your life so much easier and save you days of work!

Jun. 28, 2022

A great tool for entrepreneurs with non-finance backgrounds. We all have business ideas but long-term planning is a challenge. LivePlan makes it simple and easy.

Jun. 24, 2022

I had put off writing a plan because I dreaded the research and didn't really know what I was doing. Because of you, I now have a comprehensive, professional-looking business plan.

May 24, 2022

Overall experience with LivePlan is awesome. Very informative and easy to read. Plans come with templates and other examples you can use to build your plan.

Deonta from Texas

May 11, 2022

The best part for me is the feeling of confidence it gave me. It really made me feel like my goals and even dreams were actually possible to reach.

Mar. 29, 2022

LivePlan was a lifesaver when starting our business! It helped us make a business plan and financial projections to show others, and everyone was blown away.

The Silver Fern Shop

Jan. 27, 2022

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LivePlan Software Review

Back to Business Plans

Written by: Carolyn Young

Carolyn Young is a business writer who focuses on entrepreneurial concepts and the business formation. She has over 25 years of experience in business roles, and has authored several entrepreneurship textbooks.

Edited by: David Lepeska

David has been writing and learning about business, finance and globalization for a quarter-century, starting with a small New York consulting firm in the 1990s.

Published on September 15, 2023 Updated on December 13, 2023

When you’re starting a business , a business plan is essential whether you’re going to obtain financing or not. Creating a business plan helps you to research and analyze every aspect of your business and create a strategy for success. But for most entrepreneurs, a business plan is not easy to create from scratch without guidance. 

Many online services offer tools to help you create your business plan, but it can be hard to decide which one to choose. In this review, we’ll delve deep into the workings of LivePlan, unpacking its features, analyzing user feedback, and determining whether it’s the go-to tool for aspiring entrepreneurs and established business owners.

• Service Overview
• Our Verdict on LivePlan

LivePlan, created by Palo Alto Software, is a highly regarded cloud-based business plan software designed primarily for startups and entrepreneurs without prior business planning experience.

Its intuitive interface, coupled with video tutorials and comprehensive templates, allows users to craft a professional business plan efficiently.

While the cost of LivePlan’s packages can be prohibitive for some potential users, the overwhelmingly positive reviews, transparent pricing, and extensive feature set make LivePlan an optimal choice for business planning needs.

For those uncertain, the 35-day refund policy offers an added layer of confidence in trying out the software.

Plans and Pricing

Customer Service

Customer Satisfaction

Site Usability

Overall Score: 4.3/5

• Pros and Cons 
• Intuitive step-by-step instructions, simplifying the business planning process
• Comprehensive financial planning features including budgeting and forecasting
• Transparent pricing with 35-day refund policy
• The software contains built-in, customizable templates
• Collaboration capabilities allow partners to concurrently input and revise data
• The subscription model of LivePlan can be prohibitive for some potential users
• Transfering documents to common formats like Word or PDF can be challenging
• What is LivePlan?

LivePlan (product of Palo Alto Software ) is an online business planning app that offers tools, guidance, and resources to help you create a business plan. They provide full guidance through the planning process and help you to develop strategies to grow your business. It’s more than just a template – the LivePlan app guides you through the process of creating your plan and strategy.

• LivePlan Features and Pricing 

LivePlan offers a comprehensive suite of features designed to simplify and enhance the business planning process. It provides step-by-step guidance coupled with expert advice throughout each phase of creating a business plan.

The software supports automatic generation of financials, charts, and graphs, eliminating the need for complex spreadsheets or intricate formulas. With visually compelling performance dashboards, it brings data to life, offering a clear perspective of the business’s standing.

Furthermore, LivePlan enables the use of real accounting data, allowing users to compare their forecasts against actuals through seamless integrations with Quickbooks & Xero. Users also benefit from industry benchmarks, facilitating a comparison of actual performance against industry competitors of similar size.

To cap it off, the platform supports planning for both best-case and worst-case scenarios, ensuring that businesses can use data to create a strategic roadmap, preparing them for various eventualities.

LivePlan’s Standard package costs $20 per month and includes step-by-step planning, lender-ready financial statements, a full financial forecast, and a one-page pitch builder. You’ll also have access to more than 500 sample business plans. 

Their Premium package costs $40 per month ($20 in the first month) and includes everything above plus industry benchmark data and “what if” guides to help you prepare for the unexpected. 

It also includes performance dashboards, real-time profit and cash forecasting, an automatic forecast builder, the ability to export sheets to Excel, and syncing with Quickbooks or Xero. 

LivePlan offers a 25% discount on both plans if you pay annually instead of monthly (Standard Plan is $15/month and Premium Plan is $30/month if billed annualy), as well as a 35-day money-back guarantee, which in effect acts as a free trial. 

• Site Navigation

When you first go to the site, you have to click Start Your Plan to see their plans and pricing.

Then you can sign in with Google or email and you’ll go immediately to checkout.

From the home page you can instead choose to watch a video tour to see how it works.

You’ll see that the business planning page is well laid out so that you can click on any section to start writing.

The site will provide instructions to give you some guidance.

You can elect to have AI rewrite what you wrote.

The site also gives much guidance in the financials section of the plan.

The guidance even includes suggested revenue streams based on your business type.

LivePlan does the calculations for you.

The tutorial is a great way to see what you’re getting for your money, and entering your information to create the plan seems incredibly easy. I was also impressed with the financial guidance that it offers, since that’s an area that many entrepreneurs struggle with. 

Overall, the site is quite easy to use and is loaded with information.

• Customer Support

I started a chat and after going through a few prompts I was connected to an agent, Lindsay, in a few minutes. I asked about their cancellation policy and procedure.

I received this message almost immediately. 

Chat Support Rating:

Response time:

The answer was clear – that you can cancel through your LivePlan account and you don’t have to call or email, which is convenient.

I sent an email to ask a slightly different cancellation question and received an immediate auto reply.

Support Rating:

I received an actual response within an hour, which is impressive! The answer was clear and professional.

I called customer service to ask a similar question, but I got a recording that told me that they offered their support through LiveChat and directed me there. I don’t particularly mind this, since I prefer chat, but I’m sure that many customers would prefer to have the phone option. 

• LivePlan Reviews

Palo Alto Software is not an accredited business with the Better Business Bureau and has a D-rating. They have no customer reviews on the BBB website, but they do have a few complaints. The complaints revolved around issues with cancellation and getting a refund, as well as unauthorized re-activation of an account and getting un-authorized charges.

Here are some positive reviews from LivePlan users:

LivePlan is my primary financial forecasting and issue raising tool. I build out annual Pro-forma in Q4 with detailed revenue and expense category forecasts. The ability to build revenue and expense forecasts by category and the appropriate level of detail is highly useful. Monthly, and especially quarterly, we can see if and where we are off track relative to original goals and make necessary adjustments in the business. In my opinion, this is the best tool of its kind for business owners/operators. Well done. – Jason Ogden, President

LivePlan has been a key product in our company when dealing with planning of our company business. It makes it easy for us to keep our entire business enterprise organized for better productivity. More to planning, it offers us an outstanding platform for budgeting, keeping a track of our business progress a d performance as well as doing accurate forecasts on the future of our business. It has made it possible for us to simplify the planning and funding various business projects aimed at promoting the agility and the productivity of our business. – Mariana Jones, National Key Account Manager- Fleet Sales

I started my startup consultancy in 1997. Soon after, I bought my first Palo Alto Business Plan Pro disc and spent quality time chatting with Tim about how helpful the financial section was. Since then, I have recommended this program MANY times and am thrilled to be able to recommend it again to whoever reads this review. Live Plan is wonderful, convenient, and worth every penny! – Victoria D.

Live Plan was perfect for my needs – it helped me shape my strategic plan and think through my start-up capital requirements and revenue projections. I loved that it gave me some industry benchmarks and suggested budget items (like employee payroll liabilities) I hadn’t thought of. The templates were also very helpful to show me what a plan should look like. – Laurie S.

Here’s a selection of constructive feedback from LivePlan users:

Where the product really falls down is when you want to compare with Actuals. It only connects to Xero and Quick Books and you have no control over the data or time period that it syncs at all – current year plus last two years, which is rubbish if your business has pivoted and you only want the last six months data for example. Whats worse is you cant roll back the sync – you have to manually delete all sync’d data. Further if you dont use Xero or QBooks, there is no option to import from a spreadsheet – so again you need a data entry person to manually enter actual data unless you want to spend ages doing it yourself… Very disappointed as up to this point had liked the platform. – Lucy B.

Generally going out 5 years is more than fine with projections. However, we did have a situation where we brought a new division in 2 years later and we need to combine it with the original plan and would have liked it going 6 or even 7 years. – Reid J.

• LivePlan Alternatives 

BizPlan offers monthly ($29), annual ($249), and lifetime access ($349) payment options. Their business plan software offers full guidance as you write your plan and calculates financial statements.

Their crowdfunding platform, Fundable, can help promote your plan and raise funding from the public and investors. In addition, you can access self-guided courses and educational videos and talk with expert mentors. Visit Bizplan.com here .

Founded in 2010, Enloop stands out with an automatically generated text tool that users can edit as they wish. Enloop offers a seven-day free trial and two paid plans. 

The seven-day trial and the two paid plans (Detailed and Performance) all include a host of features. The Detailed plan costs $19.95 per month, while the Performance plan runs $39.95 monthly.  Visit Enloop.com here .

PlanGuru 

PlanGuru is not business plan software, but rather a sophisticated financial planning tool that can help prepare your company’s budget and financial plan. It’s available as either a cloud-based or desktop app. Both apps cost $99 per month or $899 annually. Visit PlanGuru.com here .

Conclusion – Is LivePlan Worth it?

LivePlan offers robust business planning tools for quite a reasonable price. You can get a professional looking business plan for funding, or just to create your strategy. Their phone support can be a bit better, but live chat and email support are great.

Overall, we would highly recommend LivePlan to new and existing entrepreneurs.

You can cancel your LivePlan subscription at any time through your LivePlan account on the site.

LivePlan’s pricing is quite transparent, with no hidden fees.

LivePlan claims to have bank-level security so you should have no security concerns.

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• Conclusion - Is LivePlan Worth it?

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Bizplan vs. Liveplan: Which is Best for Your Business?

What is Bizplan Used For?

Bizplan is one of the leading business plan software helping startups, entrepreneurs, and small business owners create business plans with direct access to planning experts.

This tool provides a guided business plan creator to streamline the writing process. This step-by-step builder breaks the tedious process into bite-sized pieces that you can actually complete.

Financial tools help create detailed projections and financial and cash flow statements in no time, so entrepreneurs can spend more time growing and scaling their businesses.

That’s not it. Once you’re done creating a business plan, you can directly share it with investors or use Fundable—their online fundraising platform, to raise capital for your business.

This platform has already helped raise over $500 million for startups.

Besides business & financial planning and fundraising tools, Bizplan provides guided courses on funding and direct access to a community of 20,000+ founders and experts.

Overall, Bizplan could be an excellent investment for startups and small businesses to create a comprehensive business plan. Still, it may lack in certain areas—like industry-specific guidance or assistance.

What is Liveplan Used For?

Liveplan is also a business planning and management software created to help entrepreneurs and small business owners succeed through strategic business planning. With tools like Liveplan, creating a business plan takes only a few hours, which used to take several weeks to complete.

This tool simplifies professional business plan creation with its instruction manuals, tutorials, and expert guidance, whereas its automated financials built-in with formulas ensure precise financial forecasting. 

With its robust financial and budgeting capabilities, users can easily track financial projections, create and manage budgets, and track the company’s financial health. In contrast, AI assistance helps write or improve content using artificial intelligence.

Overall, Liveplan provides a comprehensive suite of features including one-page plans, budgeting, financial reporting, collaboration tools, AI assistance, automatic financials, and others to create a seamless business planning experience.

However, you may need to look for other Liveplan alternatives considering its steep learning, limited financial analysis capabilities, and limited integrations.

Best Suitable for

Start with $20.75

Entrepreneurs, Startups, Small Businesses

Start with $15

SMBs, Consultants, Educators.

Start with $7

Startups, SMBs, Consultants, Educators.

At a Glance

If you compare some of these tools’ basic but essential functionalities, you can certainly make a better decision. Looking at the comparison chart, it becomes apparent that both tools stand very closely to each other.

For instance, considering value for money and features, Bizplan and Liveplan are close. Although, when it comes to ease-of-use customer support, Liveplan seems slightly ahead of Bizplan.

Have a look at the user ratings of Bizplan vs. Liveplan along with Upmetrics to get a better understanding of all the tools.

Quick Comparison

Now let’s dive deeper to understand these tools better to see which comes on top, Bizplan or Liveplan. If we compare some of the essential aspects of these tools, it will become apparent that Bizplan and Liveplan have different strengths and weaknesses.

Bizplan looks a little pricey, with its packages starting from $20.75, compared to Liveplan, which costs $15. However, it has unlimited team members and workspaces, which justifies its high pricing.

When considering basic features associated with a business planning tool like business plan builder, financial forecasting, and business plan templates, both Bizplan and Liveplan have all of them.

Still, Bizplan lacks features like a one-page pitch builder, AI Assistance, and Strategic planning. Not having a free trial or a demo plan is another drawback for both tools. Bizplan seems ahead with email, chat, and call support compared to Liveplan, as it lacks call support.

It’s hard not to mention that Upmetrics provides all the features, including AI assistance, making an incredible Bizplan alternative at an unbelievable price!

You can compare all the notable features of Liveplan vs. Bizplan along with Upmetrics to see which one is better.

• A Bizplan subscription includes access to self-guided courses, 650 expert masterclass videos , and 1,000+ how-to guides on business & financial planning.
• Unlike other business planning software, Bizplan offers a lifetime plan at $349 , which can be an excellent choice for business consultants.
• A fundraising platform to pitch your plan directly to investors—the platform has helped startups raise over $500 million in committed capital.
• While Bizplan offers templates and prompts for timely guidance, some users may find the platform lacking in customization options.
• According to some users, text-only sections offer you the freedom to write in any format, but the output isn't aesthetically structured , so there's no real advantage over Word.
• The process of creating a financial model is time-consuming and getting to grips with the platform can be a bit challenging.
• Writing a business plan is easy with its step-by-step guidance , AI Assistance , and industry-specific business plan examples.
• It provides industry benchmarks and suggests budget items to help you understand your market and make informed decisions.
• Its automated financials , built-in with formulas, help you automatically project your cash flow.
• It only connects to Xero and QuickBooks , and you have no control over the data or time period it syncs.
• Some users may find Liveplan challenging to try and figure out even after watching video tutorials and guides.
• Liveplan’s formatting options are a bit limiting in certain aspects of formatting. i.e., not providing font selection options.
• This web app simplifies the heavy lifting of thinking/planning of writing a business plan, pitch deck, etc.
• Even if you have never done a business plan, the step-by-step guides and template make it super easy to create a fantastic business plan in a couple of hours.
• Upmetrics’ AI Assistance is the best solution for business plan writing . It helps you auto-write, auto-improve, shorten-expand, and change the tone of your text.
• Upmetrics has a library of 400+ templates best for SMBs, but they should add a few more templates for small niche business types.
• Some users reported that financials are a bit complicated to follow, but this isn’t the case with only Upmetrics. Financial planning, in general, could be complicated for a beginner with any business planning software.
• Upmetrics is an excellent business planning tool. However, it’s not available in French or other regional languages, which can be a drawback for those who do not use English as a business language.

Pricing is one of the most vital aspects when comparing Bizplan vs. Liveplan or other tools. As both tools offer significantly different pricing plans, it’s a bit challenging to have a fair comparison.

Bizplan has three monthly, annual, and lifetime subscription plans, which cost $29, $249, and $349 , respectively. All these pricing plans include unlimited business plans, collaborators, and all features on Bizplan.

On the other hand, Liveplan has two subscription plans, standard and premium, which cost $15 and $30 per month on annual billing. Liveplan’s standard and premium plans provide access to 5 contributors to work on one business plan which is limiting compared to Bizplan.

However, Bizplan’s pricing plans aren’t customized to cater to specific audiences and may lack many advanced functionalities compared to Liveplan . 

Here’s a head-to-head comparison of all pricing plans, Liveplan vs. Bizplan along with Upmetrics to get a clearer view.

*Pricing is based on annual billing.

In-depth Business Plan Builder Comparison

Let’s take a look at the feature that can set any business planning software on solid ground—business plan builder.

Both tools offer a step-by-step guided business plan builder with necessary features, including drag-and-drop templates, business outlines, progress tracker, performance dashboard, and more. Though Bizplan lacks many advanced features like task management and a one-page pitch builder compared to Liveplan.

Though Liveplan seems ahead of Bizplan by offering these features, it lacks advanced functionalities like business plan version control, strategic planning, and a pinboard to organize ideas.

Upmetrics, however, does have all the general and advanced features necessary for business planning, making it a very reliable and affordable Bizplan alternative .

Here’s an in-depth comparison of Bizplan vs Liveplan’s business plan builder feature along with Upmetrics for a clear understanding.

In-depth Financial Planning Comparison

Financial planning is the most critical aspect of business planning. So it’s time to compare financial planning features of both tools.

Be it Liveplan or Bizplan, both tools offer excellent financial features and tools for accurate financial projections. Both tools include necessary features like financial reporting, dashboard, automatic financials, country currency formatting, and more.

However, Bizplan lacks some advanced forecasting functionalities like “what if” scenarios, real-time profit & cash forecasting, and integration with accounting software like Xero & QuickBooks.

Check out this table for Bizplan vs Liveplan comparison of financial forecasting features.

In-depth Step-by-step Guide and Templates Comparison

We compared the business plan builder and financial features of both planning software. Now it’s time to compare their step-by-step guides and business plan templates.

Both tools, Bizplan and Liveplan, offer business plan templates and step-by-step instructions to help you create a business plan. However, Bizplan lacks how-to articles & guides and webinars & events. Though Liveplan has these features, just like Bizplan, it lacks a thorough business planning course.

In contrast, Upmetrics provides all the necessary features , step-by-step guidance and includes a detailed course on business planning to help you out.

Here’s the table for the Bizplan vs Liveplan comparison of step-by-step guides and templates.

In-depth Collaboration Capability Comparison

You need a tool with excellent collaboration capabilities when working with a team. That’s why collaboration is yet another aspect of business planning tools we can’t afford to ignore.

Bizplan and Liveplan both have different pricing plans, so their collaboration capabilities have to be different. While both tools allow online sharing and access to unlimited guest viewers, Liveplan is limited to 5 team members . 

In contrast, with Bizplan, there’s no limit for team members and contributors as their plans allow unlimited team members to work on unlimited business plans. However, it is fairly expensive for this extra feature.

Following is a comparative chart of the collaboration capabilities, Bizplan vs. Liveplan, along with Upmetrics.

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Frequently Asked Questions

Is bizplan better than liveplan.

Bizplan and Liveplan are great business planning tools with necessary features, including step-by-step guidance, financial forecasting, and team collaboration. Compared with Liveplan, Bizplan is more expensive and lacks many critical features.

But both tools are pretty overpriced for startups and small business owners, considering their feature offerings.

What are Liveplan and Bizplan?

Liveplan and Bizplan are both diverse business planning tools helping entrepreneurs create investment-ready business and financial plans with advanced business planning features and step-by-step guidance.

What is better than Liveplan?

Liveplan is an incredible business plan software. However, Upmetrics provides all the advanced business planning features that Liveplan provides at a much more affordable price, making it a better Liveplan alternative .

Does Liveplan have a free version?

Liveplan doesn’t offer a free plan, trial, or demo. However, they do offer a 35-day money-back guarantee on all their plans. So you can get a refund if you don’t find it the right fit.

Do people still use Bizplan?

Yes, people still use Bizplan, as it has been in the space for quite some time now. However, Bizplan lacks many advanced functionalities and is relatively expensive compared to other tools in the market. So more and more users are migrating to more cost-effective tools like Upmetrics. It includes all the features Bizplan offers at a fraction of its price point.

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