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

Upload and publish your financial data easily to your people. You can upload Chart of accounts, budgets and ledgers yourself or just send it to us if you need help. Easily visualize your complex budgets and spending data using variety of charts. Go from a summary to details for getting the complete picture. See trends over time. Simple yet powerful analytics helps normal users and skilled analysts alike. One can drill-down on time and account dimensions. Results are sorted and paged by default. Export detailed data to excel or csv for local analysis or share a report view on social networks. You can also embed a report view in your web pages easily. Upload and publish your financial data easily to your people. You can upload Chart of accounts, budgets and ledgers yourself or just send it to us if you need help. Your published reports can be accessed by thousands of users. No need to worry about the scaling issues. We will take care of that for you.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Financial Reporting solution for companies and enterprises

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$20/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

OpenReporting
Founded: 2014
United States
openreporting.com

Alternatives

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Alternatives

Limelight

Limelight

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FundView General Ledger

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BizPlanBuilder

BizPlanBuilder

Business Power Tools
PlanMagic Business

PlanMagic Business

PlanMagic Corporation

Categories

Categories

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Business Plan Features

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Spreadsheet Features

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Integrations

QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations

QuickBooks Online
QuickBooks Online Advanced
Xero
Claim LivePlan and update features and information
Claim LivePlan and update features and information
Claim OpenReporting and update features and information
Claim OpenReporting and update features and information