LivePlan

LivePlan

Palo Alto Software
+
+

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About

LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. With step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - creating a professional business plan has never been easier. No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means your projections and financials are razor accurate. Share a quick one-page pitch of your business model with lenders, investors, and internal teams - keeping everyone on the same page, without having to share your full business plan document. Budgets and sales forecasts are a critical element to business success. Bring these numbers to life with LivePlan's performance dashboard. These dashboards simplify your performance and creates impressive charts and graphs automatically. Sync QuickBooks or Xero with LivePlan to pull in your actual accounting data.

About

The fastest way to get more done in Microsoft Office: From spinning up complex models to creating branded presentations, finance professionals work faster with Macabacus. Build better models and presentations faster with the most comprehensive productivity and brand compliance solutions available for Excel and PowerPoint — the must-have tools for power finance and consulting users. Tools for power users that address common pain points to facilitate construction of financial models. Visually identify errors and inconsistencies in your models that could result in costly mistakes. Create complex charts quickly, ensure their brand compliance, add components to existing charts, and much more. Declutter and reduce the file size of spreadsheets to improve stability and performance in Excel. Synchronize your table of contents and section slides/shapes with native sections so you can focus on content.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Small-medium sized businesses, startups, entrepreneurs, business owners

Audience

Investment bankers, private equity, wealth management, FP&A, financial modeling professionals, finance & banking professionals

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$20/month
*LivePlan Standard*
Monthly: $20/month
Annual: $15/month (billed annually)

*LivePlan Premium*
Monthly: $40/month
Annual: $30/month (billed annually)

60-day money-back guarantee
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Palo Alto Software
Founded: 1988
United States
www.liveplan.com

Company Information

Macabacus
United States
macabacus.com

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Categories

Business Plan Supported
Graphing Supported
Sales Forecasting Supported
Spreadsheet Supported

Categories

Financial Modeling Supported
Presentation Supported
Spreadsheet Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Not Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Not Supported
Forecasting Supported
General Ledger Not Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Supported

Spreadsheet Features

Analytics Supported
Audit Trail Not Supported
Calculators Not Supported
Charting Supported
Multi-User Collaboration Supported
Templates Supported

Business Management Features

Billing & Invoicing Supported
CRM Not Supported
Employee Management Not Supported
Financial Management Supported
Inventory Management Not Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Not Supported

Business Plan Features

Business Plan Templates Supported
Collaboration Supported
Dashboard Supported
Financial Projections Supported
Financial Templates Supported
Fundraising Management Not Supported
Investor Management Not Supported
Pitch Presentation Supported
Social Sharing Supported
Step-by-Step Wizard Supported

Sales Forecasting Features

Competitor Analysis Supported
Correlation Analysis Not Supported
Dashboard Supported
Dynamic Modeling Not Supported
Exception Reporting Not Supported
Graphical Data Presentation Not Supported
Modeling & Simulation Not Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Not Supported

Spreadsheet Features

Analytics Not Supported
Audit Trail Supported
Calculators Not Supported
Charting Supported
Multi-User Collaboration Supported
Templates Supported

Financial Management Features

Budgeting & Forecasting Supported
Cash Management Not Supported
Consolidation / Roll-Up Not Supported
Currency Management Not Supported
Financial Reporting Supported
Investment Management Supported
Project Management Supported
Revenue Recognition Not Supported
Risk Management Not Supported
Tax Management Not Supported

Presentation Features

3D Objects Supported
Animations & Transitions Not Supported
Audio Content Not Supported
Collaboration Tools Supported
Content Library Supported
Customizable Templates Supported
Media Library Supported
Offline Editing Not Supported
Offline Presenting Not Supported
Screen Sharing Not Supported
Search/Filter Supported
Templates Supported
Video Content Not Supported

Integrations

Microsoft 365 Not Supported
Microsoft Entra ID Protection Not Supported
Microsoft Excel Not Supported
Microsoft Office 2021 Not Supported
Microsoft PowerPoint Not Supported
Microsoft Word Not Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Xero Supported

Integrations

Microsoft 365 Supported
Microsoft Entra ID Protection Supported
Microsoft Excel Supported
Microsoft Office 2021 Supported
Microsoft PowerPoint Supported
Microsoft Word Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Xero Not Supported
Claim LivePlan and update features and information
Claim LivePlan and update features and information
Claim Macabacus and update features and information
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