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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
Sum Buddy is designed for anyone who has ever held back from sending a spreadsheet due to concerns over its appearance or the possibility of hidden errors. We understand that dilemma; you aren't aiming to create an elaborate financial analysis but rather need to share a client list with your supervisor or a monthly budget with your significant other. Unfortunately, traditional spreadsheets can be quite unforgiving—attempting to add a border or bold a header can quickly turn the entire layout into a chaotic mess. As you drag a formula across cells, uncertainty creeps in: "Did I remember to include every row?" Thankfully, Sum Buddy alleviates that stress, serving as both your design collaborator and a quality control assistant in a single package, ensuring your spreadsheets appear polished and professional. With Sum Buddy, you can confidently present your data without the worry of aesthetics or accuracy.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
QuickBooks Online
QuickBooks Online Advanced
Xero
Pricing Details
$20/month
Free Trial
Free Version
Pricing Details
$4.99
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
Phasar Labs
Founded
2025
Country
Canada
Website
www.sumbuddy.net
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
Spreadsheet
Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates