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Average Ratings 0 Ratings
Description
The #1 rated business planning and management software created to support the success of small businesses and entrepreneurs.
Creating a dynamic business plan is easy in LivePlan. Step-by-step guidance, examples, and expert support help you create a professional plan with all the details a lender or investor expects to see.
No need for complex spreadsheets or formulas. LivePlan's automated financials and built in equations mean you spend less time number crunching and checking for accuracy, and more time focused on the things that matter. Sync with Quickbooks or Xero to quickly create budgets, forecasts, and financial statements using your real data.
Access industry benchmarks to see how your business is performing and where you can improve compared to similar businesses of your size and focus.
With the ability to create multiple financial scenarios and projections, you'll be able to see how decisions you make in your business today - affect the future.
Confidently answer questions such as:
- How will I use this funding to grow my business?
- When should I hire more employees?
- Should I open another location?
Be a more confident business owner and strategically manage your business from day one - onward.
Description
The essence of our business intelligence software lies in its user-friendly design. Utilizing Microsoft Excel, it features a familiar and intuitive interface that integrates a well-structured digital dashboard alongside unique income statements, balance sheets, and cash-flow reports, creating a thorough management reporting system. This capability empowers managers to evaluate their monthly outcomes against budgets, forecasts, and historical data, enabling them to swiftly identify areas that require corrective measures. The dashboard highlights key performance indicators using a traffic light system—red, amber, and green—to assist managers in visualizing their financial standings. By harnessing Excel's capabilities and building on your existing knowledge of spreadsheets, our business intelligence software offers a highly cost-efficient and straightforward performance management solution. Furthermore, this approach not only enhances decision-making but also fosters a more strategic understanding of financial health across the organization.
API Access
Has API
API Access
Has API
Integrations
QuickBooks Online
QuickBooks Online Advanced
Xero
Pricing Details
$20/month
Free Trial
Free Version
Pricing Details
$30 one-time payment
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Palo Alto Software
Founded
1988
Country
United States
Website
www.liveplan.com
Vendor Details
Company Name
Markitsoft
Founded
2002
Country
United Kingdom
Website
www.markitsoft.com/control-panel/default.htm
Product Features
Business Management
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
Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Fundraising Management
Investor Management
Pitch Presentation
Social Sharing
Step-by-Step Wizard
Financial Reporting
"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
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
Spreadsheet
Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates
Product Features
Financial Reporting
"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