{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/liveplan-com","markdownUrl":"https://nowen.ai/agents/liveplan-com.md","jsonUrl":"https://nowen.ai/agents/liveplan-com.json","name":"Palo Alto Software, Inc.","nickname":"Palo Alto Software","website":"https://www.liveplan.com","location":"Eugene, OR, United States","address":{"city":"Eugene","state":"OR","country":"United States"},"industry":"Small Business Software","deliveryModel":"software","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-09-12T15:50:01.797Z","summary":"An independent software company delivering planning and forecasting tools that help small businesses, educators, lenders, and advisers plan, forecast, and manage growth.","description":"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.","directory":{"industryName":"Small Business Software","agentCount":9,"indexable":false,"hubUrl":"https://nowen.ai/industry/small-business-software"},"aiReaderFamilies":["Anthropic","Perplexity","Amazon"],"boonFrontDoor":{"url":"https://boon.ai/agents/liveplan-com","label":"Apply to Palo Alto Software, Inc.'s partner program through Boon","sub":"Your AI agent writes the proposal: who you are, the fit, and a first step."},"products":[{"name":"LivePlan","type":"Platform","url":"https://www.liveplan.com/product-tour","summary":"Empower your business with comprehensive planning and forecasting tools in one platform.","description":"LivePlan is a cloud-based planning and forecasting platform that helps small businesses create comprehensive business plans, forecast multiple scenarios, perform market research, and monitor financial performance with a single dashboard. It integrates with QuickBooks and Xero, includes an AI-powered assistant, and offers guided tours to simplify planning. Additionally, LivePlan Services provides expert planning support with services like Business Plan Writing and Financial Forecasting, further enhancing your planning experience.","pricing":{},"features":[{"name":"AI-powered LivePlan assistant","value":"Enhances Planning Efficiency","valueDescription":"Utilizes AI to provide strategic insights and suggestions, streamlining the planning process for users."},{"name":"Business plan builder","value":"Simplifies Business Planning","valueDescription":"Enables users to efficiently craft business plans tailored to their unique goals, ensuring comprehensive coverage of essential components."},{"name":"Financial dashboard","value":"Visualize Financial Performance","valueDescription":"Provides real-time insights into financial performance through intuitive visualizations, aiding in quick decision-making."},{"name":"Financial forecasts and scenarios","value":"Forecast Financial Outcomes","valueDescription":"Empowers users to simulate future financial scenarios, assisting in proactive planning and risk management."},{"name":"Business Plan Writing","value":"Outsource Your Business Plan","valueDescription":"Maximize your chances of raising capital with a professional-written business plan that saves you time and effort."},{"name":"Financial Forecasting","value":"Obtain Custom Financial Projections","valueDescription":"Develop a tailored financial forecast that aligns with your business goals, helping you make data-driven decisions."},{"name":"QuickBooks integration","value":"Streamlined Accounting Integration","valueDescription":"Facilitates direct access to financial data from QuickBooks, enhancing accuracy and efficiency in planning."},{"name":"Xero integration","value":"Streamlined Accounting Integration","valueDescription":"Facilitates direct access to financial data from Xero, enhancing accuracy and efficiency in planning."},{"name":"Business Plan Review","value":"Receive Expert Feedback","valueDescription":"Ensure your plan is ready for lenders with comprehensive reviews and constructive feedback from experienced advisors."},{"name":"Live Guidance","value":"Receive Personalized Support","valueDescription":"Benefit from expert guidance at every step, ensuring your planning journey is smooth and efficient."},{"name":"Market research","value":"Informed Decision Making","valueDescription":"Incorporates relevant market insights directly into the planning process, helping users align their strategies with industry standards."},{"name":"Industry & Market Research","value":"Gain Relevant Market Insights","valueDescription":"Receive tailored research that provides insights into your industry, helping to validate your business approach and refine your strategy."},{"name":"Monthly review","value":"Gain Insights Regularly","valueDescription":"Provides automated analysis and reports to keep users informed about their financial health on a monthly basis."},{"name":"LivePlan tour","value":"Explore Features Effortlessly","valueDescription":"Offers a guided walkthrough of the platform to familiarize users with its capabilities and how to leverage them effectively."}]}],"audiences":[],"segments":[{"name":"Business planning and forecasting","description":"Capabilities to create structured, investor- and lender-ready business plans with guided templates, AI-assisted drafting, and scenario-based strategic planning.","size":4,"cagr":11,"color":1,"productNames":["LivePlan"],"methodology":"Estimated global market (~$4.0B) and ~11% CAGR derived by combining: (a) niche time-series forecasting market sizing (~$0.33B in 2026, 5.2% CAGR) as a subcomponent, and (b) higher growth projections for broader business planning/software categories (industry sources cite ~12.3% CAGR for business planning software). The business planning and forecasting segment spans business-plan generators, FP&A/EPM, demand/financial forecasting, and professional services — together materially larger than time-series tools alone. AI-driven automation, cloud FP&A adoption, and SaaS penetration support a double-digit growth rate estimate between the cited niche and broader software projections.","citations":[{"url":"https://www.businessresearchinsights.com/market-reports/time-series-forecasting-market-114943","text":"Global Time Series Forecasting Market anticipated to be worth USD 0.33 Billion in 2026; CAGR 5.2% (2026–2035)."},{"url":"https://www.linkedin.com/pulse/business-planning-software-market-size-growth-drivers-djboe","text":"Business Planning Software market projected to grow annually by 12.3% from 2026 to 2033."}]},{"name":"Financial forecasting and cash flow modeling","description":"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.","size":7.5,"cagr":16.1,"color":2,"productNames":["LivePlan"],"methodology":"HTF Market Intelligence (search results) values the global predictive cash flow modeling market at $7.5 billion in 2025 and projects a CAGR of 16.10% to $15.2 billion by 2033. This report maps directly to the financial forecasting and cash-flow modeling segment and was used as the primary basis for the size and growth estimate.","citations":[{"url":"https://www.htfmarketinsights.com/report/4394276-predictive-cash-flow-modeling-market","text":"Based Year Market Size (2025) 7.5 billion"},{"url":"https://www.htfmarketinsights.com/report/4394276-predictive-cash-flow-modeling-market","text":"CAGR: 16.10%"},{"url":"https://www.htfmarketinsights.com/report/4394276-predictive-cash-flow-modeling-market","text":"Forecast (2033): $15.2 billion"}]},{"name":"Small business advisory and planning services","description":"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.","size":8.82,"cagr":5.9,"color":3,"productNames":["LivePlan"],"methodology":"Estimate based on triangulation of market reports in the search results. MarketGrowthReports explicitly values the global business advisory services market at USD 8.82 billion (2026) with a 5.89% CAGR and is used as the primary anchor for the small-business advisory/planning subsegment. Broader consulting reports (Fortune Business Insights; MarketDataForecast) show management/consulting markets growing at ~5–5.5% CAGR, supporting a mid-single-digit growth expectation. Niche reports (Decision Advisors) show much smaller subsegments (family-business advisory), indicating variance across specialty segments and validating the choice of a conservative ~5.9% CAGR for the small-business advisory/planning market.","citations":[{"url":"https://www.marketgrowthreports.com/market-reports/business-advisory-services-market-113315","text":"projected to grow from USD 8.82 billion in 2026 to USD 15.62 billion by 2035, with a CAGR of 5.89%"},{"url":"https://www.fortunebusinessinsights.com/management-consulting-services-market-114734","text":"global management consulting services market size was valued at USD 491.68 billion in 2025... CAGR of 5.50% from 2026–2034"},{"url":"https://www.marketdataforecast.com/market-reports/united-states-consulting-market","text":"The U.S consulting market size was valued at USD 127.12 billion in 2025...CAGR 5.03% (2026–2034)"},{"url":"https://www.decisionsadvisors.com/reports/family-business-advisory-services-market","text":"Global family business advisory services market size is expected to grow from USD 601 Million in 2024 to USD 1063 Million by 2035, at a CAGR of 5.32% "},{"url":"https://www.linkedin.com/pulse/business-advisory-services-market-forecast-highlights-hc7pf","text":"was valued at USD 132.23 Billion in 2025 and is projected to reach USD 272.52 Billion by 2035, growing at a CAGR of 7.5%"}]},{"name":"Market and industry research for planning","description":"Market and industry research capabilities that provide market sizing, industry performance benchmarks, competitor insights, and market outlooks to inform business plans and forecasts.","size":80,"cagr":4.5,"color":4,"productNames":["LivePlan"],"methodology":"None of the provided search results include explicit revenue or CAGR figures for the market/industry research services market; they describe methodology (market sizing steps, university guides, and where to find paid reports such as IBISWorld). Using that context plus internal industry benchmarks for the global market-research/services sector, I estimate the annual market for market and industry research used for planning at roughly $80 billion (global annual revenue for market research services broadly). I assume a moderate growth profile (CAGR ~4.5%) reflecting ongoing digital research, analytics adoption, and steady professional-services expansion. The estimate treats “market and industry research for planning” as a substantial portion of the broader market-research services industry; specific subsegment share and regional splits are not available in the supplied results.","citations":[]}],"faq":[],"comparisons":[],"sources":[{"url":"https://www.liveplan.com","text":"Palo Alto Software, Inc."},{"url":"https://www.liveplan.com/product-tour","text":"LivePlan"},{"url":"https://www.businessresearchinsights.com/market-reports/time-series-forecasting-market-114943","text":"Global Time Series Forecasting Market anticipated to be worth USD 0.33 Billion in 2026; CAGR 5.2% (2026–2035)."},{"url":"https://www.linkedin.com/pulse/business-planning-software-market-size-growth-drivers-djboe","text":"Business Planning Software market projected to grow annually by 12.3% from 2026 to 2033."},{"url":"https://www.htfmarketinsights.com/report/4394276-predictive-cash-flow-modeling-market","text":"Based Year Market Size (2025) 7.5 billion"},{"url":"https://www.marketgrowthreports.com/market-reports/business-advisory-services-market-113315","text":"projected to grow from USD 8.82 billion in 2026 to USD 15.62 billion by 2035, with a CAGR of 5.89%"},{"url":"https://www.fortunebusinessinsights.com/management-consulting-services-market-114734","text":"global management consulting services market size was valued at USD 491.68 billion in 2025... CAGR of 5.50% from 2026–2034"},{"url":"https://www.marketdataforecast.com/market-reports/united-states-consulting-market","text":"The U.S consulting market size was valued at USD 127.12 billion in 2025...CAGR 5.03% (2026–2034)"},{"url":"https://www.decisionsadvisors.com/reports/family-business-advisory-services-market","text":"Global family business advisory services market size is expected to grow from USD 601 Million in 2024 to USD 1063 Million by 2035, at a CAGR of 5.32% "},{"url":"https://www.linkedin.com/pulse/business-advisory-services-market-forecast-highlights-hc7pf","text":"was valued at USD 132.23 Billion in 2025 and is projected to reach USD 272.52 Billion by 2035, growing at a CAGR of 7.5%"}]}