LivePlanPalo Alto Software
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ReportlyReportlyai Inc.
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Related Products
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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.
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About
Reportly is early-access financial reporting software for small and mid-sized businesses. It connects to QuickBooks Online and syncs accounting data for recurring management reports and financial packs. Finance teams can turn ledger data into consistent reports for business leaders, owners, boards, and investors, reducing manual preparation in spreadsheets. The product is designed for founders, accountants, controllers, finance managers, and fractional CFOs who need a regular view of company performance. Users can create management packs from a custom PowerPoint template or a business-specific template. Account mappings are linked to individual accounts, with new or changed accounts held for review before inclusion in a pack. Reportly's roadmap includes budgeting, forecasting, and broader accounting-system integrations. Prospective users can join the early-access waitlist.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Supported
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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
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Audience
Small-medium sized businesses, startups, entrepreneurs, business owners
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Audience
The finance person of a small or mid-sized business with real books: an outsourced CFO or accountant running a portfolio of client companies, or the in-house accountant, controller or finance manager. The owner, the board or the investors read the pack.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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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
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Pricing
$99/month
Illustrative plans are Starter at $39/month and Growth at $99/month; Scale pricing is custom. Final tiers and prices will be confirmed at launch.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationPalo Alto Software
Founded: 1988
United States
www.liveplan.com
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Company InformationReportlyai Inc.
Founded: 2025
United States
reportlyai.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
QuickBooks Online
Supported
QuickBooks Online Advanced
Supported
Xero
Supported
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Integrations
QuickBooks Online
Supported
QuickBooks Online Advanced
Not Supported
Xero
Not Supported
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