Business Details
38 Years
experience
Business Planning Made Simple with Palo Alto
We are a dedicated team committed to empowering entrepreneurs and small businesses through innovative software solutions. Since our founding in 1988, we have provided tools that simplify business planning, funding, management, and growth, serving over 1.5 million entrepreneurs globally. Our expertise spans decades, with products tailored to meet the evolving needs of businesses across all industries. We collaborate with leading companies, universities, and educators to deliver hands-on resources that enhance business success.Our award-winning solutions, including LivePlan, are recognized for their user-friendly design and effectiveness in financial tracking and decision-making. Customer satisfaction remains our priority, reflected in our 4.8 out of 5 rating from users worldwide. We continue to innovate, ensuring our tools adapt to the dynamic challenges of modern entrepreneurship while maintaining a focus on simplicity and accessibility.
Services
Business Planning Software
LivePlan Dashboard
Accounting Advisory Services
Educator Partnerships
Consultant Solutions
Details
- Year established: 1988
Highlights and features
- We have over 30 years of experience supporting small businesses.
- Our software is used by 1.5 million entrepreneurs globally.
- We offer an integrated dashboard for easy financial tracking.
- We partner with leading universities and educators.
- Award-winning business intelligence solutions.
Associations and certifications
- Accountex User Favorite Award
What people say
Saved me a lot of time
Easy to make adjustments
Fantastic dashboard
Helps realize goals
User-friendly interface
Services
Business Planning Software
Our business planning software streamlines the creation and management of comprehensive business plans. Designed for entrepreneurs at all stages, it automates financial projections and performance tracking. Users gain actionable insights to refine strategies and secure funding, with tools adaptable to any industry.
LivePlan Dashboard
LivePlan Dashboard offers real-time financial metrics and KPI visualization. Non-accountants benefit from simplified data interpretation, enabling informed decisions. The tool integrates with accounting platforms like Xero, ensuring accuracy and saving time for business owners.
Accounting Advisory Services
We provide accountants and bookkeepers with resources to enhance client advisory services. Our tools facilitate cash flow analysis, budgeting, and growth strategy development, helping professionals deliver tailored guidance to small businesses.
Educator Partnerships
Our educator partnerships deliver curriculum and software access for business planning courses. Students use LivePlan to develop practical skills, while instructors leverage intuitive features to guide learning and assess progress effectively.
Consultant Solutions
We collaborate with government agencies to support small business initiatives. Our solutions include tailored software access and training programs, empowering consultants to deliver impactful advisory services to local entrepreneurs.
Questions
What software does Palo Alto offer for business planning?
We offer LivePlan, the world's most popular business planning software, designed to simplify financial projections, strategy development, and performance tracking for entrepreneurs.
How does LivePlan help small businesses grow?
LivePlan automates financial calculations, provides real-time KPI tracking, and integrates with accounting tools to help businesses make data-driven decisions and adjust strategies effectively.
Is Palo Alto's software suitable for educators?
Yes, our tools are used by universities and educators to teach business planning, offering students hands-on experience with real-world financial modeling and strategy development.
What awards has Palo Alto won?
Our LivePlan software won the Accountex User Favorite Award for Business Intelligence, recognized by accounting professionals for its innovative financial tracking capabilities.
In how many countries is Palo Alto used?
Our software serves entrepreneurs in over 180 countries, supporting diverse industries with scalable solutions for business planning and growth.
