LivePlan

LivePlan

Palo Alto Software
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+

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud 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

Financial Reporting solution for companies and enterprises

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 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 Supported

Company Information

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

Company Information

OpenReporting
Founded: 2014
United States
openreporting.com

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Categories

Business Plan Supported
Graphing Supported
Sales Forecasting Supported
Spreadsheet Supported

Categories

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

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

Financial Reporting Features

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

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Xero Supported

Integrations

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 OpenReporting and update features and information
Claim OpenReporting and update features and information