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LivePlan

Manage business planning, budgeting, forecasting, and performance tracking.

Made by Palo Alto Software

  • Email/Help Desk

  • Chat

  • Knowledge Base

  • Phone Support

  • FAQs/Forum

What is LivePlan?

LivePlan is a comprehensive business planning and management software designed to support the success of small businesses and entrepreneurs. With its intuitive interface, extensive resources, and seamless integration with accounting platforms, LivePlan simplifies the process of creating professional business plans, managing budgets and forecasts, and tracking business performance

Highlights

  • Step-by-step instructions, expert guidance, and over 500+ sample business plans to help users create polished, professional business plans
  • Automated financial projections with built-in formulas, eliminating the need for complex spreadsheets and number crunching
  • One-page pitch feature to share business models with lenders, investors, and internal teams, keeping everyone on the same page
  • Performance dashboards that bring budgets and sales forecasts to life with visually appealing charts and graphs
  • Ability to sync with QuickBooks or Xero to pull in actual accounting data, which can then be used as the foundation for projections, budgets, and performance analysis

Platforms

  • Desktop Linux
  • Web
  • Desktop Chromebook
  • On-Premise Windows
  • Mobile iPhone
  • On-Premise Linux
  • Desktop Windows
  • Mobile Android
  • Cloud, SaaS, Web-based
  • Mobile iPad
  • Web-based
  • Desktop Mac

Languages

  • English

Social

Features

    • Email/Help Desk

    • Phone Support

    • Chat

    • FAQs/Forum

    • Knowledge Base

    • Webinars

    • Videos

    • Documentation