LivePlan

Description

Finally, an easy and automatic way to build budgets, forecast sales, and track performance. Use the LivePlan dashboard to get the insights you need to grow your business - all without Excel or complex reports.

Get critical insights into how your business is doing

Creating a budget and a sales forecast for your business is a critical first step towards business success. LivePlan brings those budgets to life and lets you know how you’re doing by comparing your budget to your actual results from QuickBooks. You can even easily see how you’re doing compared to last month or the same time last year, giving you instant insight into the health of your business - all without spreadsheets.

Better budgeting and forecasting

LivePlan helps you quickly create sales forecasts and expense budgets so you can ensure that your business will be a profitable success. With step-by-step guidance and simple, yet professional forecasting tools, anyone can easily create a business budget. No finance experience or MBA required.

Compare to industry benchmarks

Easily compare your budgets, forecasts, and actual performance against industry benchmarks so you can see exactly how your business is doing compared to your peers. Filter benchmarks by location and company size to get the key insights you need to grow your business.

Ditch the spreadsheets

Comparing your sales and expenses to your plan, last month’s performance, and last year’s data is a time consuming and frustrating process. LivePlan makes it simple: Sync your QuickBooks data to LivePlan and you’ll get all the reports you need to see with a single click. You can even see historical cash flow reports to help predict when cash is going to be tight in the future.

Simple business planning

If you need to put together a professional business plan, LivePlan has you covered. Impress investors, bankers, and advisors by writing an investor-ready plan in LivePlan and selecting the perfect design template from our PDF theme library. Simply download your plan as a PDF or Word doc or share it online with unlimited free guest passes.

Access key QuickBooks data anytime, from anywhere

Forget having to request PDF reports. With LivePlan, you get instant access to your QuickBooks data so you can see how your business is doing from any computer with Internet access.