---
description: LivePlanを実際に使用したユーザーのレビューから、製品の機能や価格、メリットデメリットをご覧いただけます。類似製品との比較も簡単、ぴったりのSaaSが見つかるはず！
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: LivePlanとは？ | 機能や料金、導入事例をご紹介【キャプテラ】
---

現在地表示: [ホーム](/) > [事業計画作成ツール](/directory/30860/business-plan/software) > [LivePlan](/software/142049/liveplan)

# LivePlan

Canonical: https://www.capterra.jp/software/142049/liveplan

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> ビジネスの簡単な財務ダッシュボード。スマートな予算と販売目標を作成し、計画に沿って追跡できます。QBOおよびXeroと同期できます。
> 
> 評価：200人のユーザーによる評価は**4.5/5**。**おすすめ度**で最高の評価。

-----

## 概要

### LivePlanの対象ユーザー

LivePlanを使用すると、起業家や中小企業の経営者は、動的な事業計画を作成し、目標に対する業績を追跡できます。

## 簡単な統計と評価

| 測定基準 | 評価 | 詳細 |
| **総合評価** | **4.5/5** | 200 レビュー |
| 使いやすさ | 4.5/5 | レビュー全体に基づく |
| カスタマー・サポート | 4.4/5 | レビュー全体に基づく |
| 価格の妥当性 | 4.3/5 | レビュー全体に基づく |
| 機能 | 4.4/5 | レビュー全体に基づく |
| おすすめ率 | 90% | (9/10 おすすめ度) |

## 企業情報

- **キャプテラについて**: Palo Alto Software
- **ロケーション**: Eugene, アメリカ
- **設立**: 1988

## ビジネスコンテキスト

- **価格プラン**: $20.00
- **対象となる企業**: 自営業, 2～10, 11～50, 51～200, 201～500
- **デプロイとプラットフォーム**: クラウド、SaaS、ウェブベース
- **サポートされる言語**: イタリア語, スペイン語, ドイツ語, フランス語, ポルトガル語, 英語
- **利用可能な国**: アイルランド, アメリカ合衆国, イギリス, インド, オランダ, オーストラリア, カナダ, ドイツ, ブラジル, 中国, 南アフリカ

## 機能

- Goal Setting/Tracking
- コラボレーションツール
- データのインポート／エクスポート
- データの可視化
- パフォーマンス測定基準
- ビジネスプランのテンプレート
- レポート／分析
- 予算設定、予測
- 利益／損失ステートメント
- 取引管理
- 多通貨
- 戦略的計画
- 損益計算書・貸借対照表
- 現金管理
- 経費管理
- 財務分析
- 財務報告
- 財務管理

## 統合 (合計3件)

- QuickBooks Online
- QuickBooks Online Advanced
- Xero

## サポートのオプション

- メール/ヘルプデスク
- FAQ/フォーラム
- ナレッジベース
- 電話サポート
- チャット対応有

## Category

- [事業計画作成ツール](https://www.capterra.jp/directory/30860/business-plan/software)

## 関連カテゴリー

- [事業計画作成ツール](https://www.capterra.jp/directory/30860/business-plan/software)
- [CPMツール](https://www.capterra.jp/directory/30051/business-performance-management-software/software)
- [財務報告ソフト](https://www.capterra.jp/directory/30050/financial-reporting/software)
- [販売予測ソフトウェア](https://www.capterra.jp/directory/30930/sales-forecasting/software)
- [予算管理システム](https://www.capterra.jp/directory/10003/budgeting/software)

## 代替製品

1. [Upmetrics](https://www.capterra.jp/software/171456/business-plan-software) — 4.9/5 (116 reviews)
2. [Xero](https://www.capterra.jp/software/169561/xero) — 4.4/5 (3294 reviews)
3. [Intecplan](https://www.capterra.jp/software/199708/intecplan) — 4.9/5 (36 reviews)
4. [NetSuite](https://www.capterra.jp/software/135757/netsuite) — 4.2/5 (2042 reviews)
5. [Dynamics 365](https://www.capterra.jp/software/157279/dynamics-365) — 4.4/5 (5823 reviews)

## レビュー

### "Powerful & User-Friendly, But Lacks Arabic Support & Advanced Customization" — 4.0/5

> **Mohammed** | *2025年5月15日* | Eラーニング | おすすめ評価：8.0/10
> 
> **良いポイント**: Intuitive and visually appealing interface that makes working with numbers and charts enjoyable.  &#10;Exceptional reporting tools for creating business plans, financial reports, and presentations quickly.  &#10;AI-powered features that speed up plan creation by 10x—a game-changer\!
> 
> **改善点**: No native Arabic support, which remains a persistent hurdle despite two years of use.  &#10;Limited customization for dashboards/charts (e.g., no PowerPoint-like control for dynamic presentations).
> 
> Overall, LivePlan has been an excellent tool—simple, fast, and packed with smart features. The interactive dashboards and AI tools transformed how I approach business planning. However, the lack of multilingual support (especially Arabic) and advanced visualization controls keeps it from being perfect. I’d highly recommend it, but with hope for future updates to bridge these gaps\!

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### "Small Business Owner's real prespective" — 5.0/5

> **Tabitha** | *2026年5月1日* | 金融サービス | おすすめ評価：6.0/10
> 
> **良いポイント**: I really like this feature because part of my business focuses on helping clients create and understand budgets. Many small business owners and individuals need assistance seeing where their money is going, planning ahead, and making better financial decisions.&#10;&#10;As the founder of B \&amp; D Bookkeeping LLC and the Financial Literacy Foundation, I believe budgeting is one of the most important steps toward financial confidence. Tools like LivePlan can help entrepreneurs organize their numbers, think through their goals, and build a clearer plan for the future.&#10;&#10;This feature is valuable because it supports not only business planning, but also financial education, which is a major part of the work I do with clients and the community.
> 
> **改善点**: Cons would be the price for each entity. I have clients that could use this. However, as a bookkeeper it can be costly to add all my clients. I think this is something that as an accountant, annalist or bookkeeper should have one package subscription to include with the bookkeeping needs of all of our clients instead of the firm paying or passing on to the clients.  The way it is now I can only pass this through to my clients that are larger in size. It is not feasible for the small service, trade, or small business owner just starting out.
> 
> My overall experience with LivePlan has been positive. I like that it gives entrepreneurs and small business owners a structured way to organize their business goals, budgets, forecasts, and financial planning in one place.&#10;&#10;As a bookkeeper and founder of B \&amp; D Bookkeeping LLC, budgeting is part of the support I provide to clients who need help understanding their numbers and making better financial decisions. I am also the founder of the Financial Literacy Foundation, so I value tools that help make financial planning easier to explain and easier to understand.&#10;&#10;LivePlan is helpful because it can guide business owners through the planning process instead of leaving them to guess their way through their numbers. It can support budgeting, projections, business planning, and funding preparation, which are all important for entrepreneurs who want to grow with more confidence.&#10;&#10;The main drawback I see is the pricing per entity. As a bookkeeper, I have clients who could benefit from this tool, but adding each client individually can become costly. Because of that, it may be harder to use with smaller service-based businesses, trade businesses, or brand-new business owners unless the cost is passed through or included in a larger package.&#10;&#10;Overall, I think LivePlan is a valuable tool for business planning and budgeting. I would love to see a more affordable firm-level or multi-client subscription option for accountants, analysts, and bookkeepers so we can make this type of planning support more accessible to small business owners

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### "Terrible Cancelation system and customer service" — 1.0/5

> **Majid** | *2025年3月4日* | 情報技術、情報サービス | おすすめ評価：0.0/10
> 
> **良いポイント**: Part of the business model is making money from unauthorized transactions.
> 
> **改善点**: I canceled my account a month ago, but my credit card was charged again. I requested a refund, which was denied. Relying on unauthorized charges is a poor business practice. If you cannot handle cancellations online and promptly, then avoid issuing credit cards and stop auto-renewals. &#10;When you see there is tons of negative review here and there, you should fix your system.&#10;I expect a full refund, as my account shows that I haven’t accessed it in the past 30 days; I'm not using your service. I only tried it for a few days before canceling my account.

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### "Excellent business planning software" — 5.0/5

> **Orlando** | *2026年2月12日* | 経理 | おすすめ評価：8.0/10
> 
> **良いポイント**: Is an excellent software and user friendly.Is an excellent software and user friendly.Is an excellent software and user friendly.Is an excellent software and user friendly.
> 
> **改善点**: You should have rate for CPAs that generate five or less Financial Projections or business plan per year.

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### "The Greatest Business Plan Software Ever" — 5.0/5

> **Andres** | *2025年6月9日* | マーケティング、広告 | おすすめ評価：10.0/10
> 
> **良いポイント**: What I like the most is the ability to see everything in one place. It's like looking at a table of contents. I look for what I'm looking for, see it, then I click on it, and tada, it's there. Exactly what I'm looking for.
> 
> **改善点**: What I like the least is setting up the outline. Sometimes the drag and drop doesn't work as good as I would like. Sometimes it drops in the wrong place, or it moves slightly, making it hard to manage.
> 
> Overall, I've been using it for over five years. I use it most of the time. It keeps me organized and it's easy to present to others.

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