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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
Velixo is a powerful tool that integrates with Excel and leverages APIs to provide instantaneous ERP reporting, automation, budgeting, planning, and data analysis, all while maintaining strict governance standards and formatting integrity. This solution facilitates self-service reporting right within Excel, allowing finance and operations teams to take charge of their tasks and save valuable time. With bi-directional connectivity to your cloud ERP and Microsoft 365, Velixo offers live data extraction, the ability to create dynamic reports, and one-click writeback for budgets, journal entries, project forecasts, and various ERP records. Its Smart-Refresh engine enhances performance through in-memory caching and incremental updates, ensuring that users always work with the most current data. The tool includes specialized Accelerator functions designed for ERP, making the report creation process user-friendly and efficient, while also enabling seamless multi-company, multi-currency, and multi-tenant consolidations. Additionally, users can take advantage of advanced drill-down features, allowing for an in-depth exploration of underlying transactions and easy navigation back to specific ERP documents, fostering a deeper understanding of their financial data. Overall, Velixo transforms traditional reporting practices by streamlining workflows and empowering users with robust analytical capabilities.
API Access
Has API
API Access
Has API
Integrations
Acumatica Cloud ERP
Cegid HR
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Integrations
Acumatica Cloud ERP
Cegid HR
JAMIS Prime ERP
MYOB Acumatica
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft PowerPoint
Microsoft SharePoint
Pricing Details
$20/month
Free Trial
Free Version
Pricing Details
No price information available.
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
Velixo
Founded
2017
Country
Canada
Website
www.velixo.com
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
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Data Analysis
Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics
Data Visualization
Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery
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
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Spreadsheet
Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates
