LivePlan

Key benefits

• Quickly build forecasts & smart budgets — without spreadsheets.
• See how you stack up against competitors with Industry Benchmark data.
• Identify and track key metrics so you can make smarter decisions.

How it works with QuickBooks

LivePlan syncs with your QBO data in real-time, giving you instant updates on your key business metrics.

For Small Businesses
LivePlan turns your accounting data into easy-to-understand dashboards that help guide your decision-making. Create smart budgets, forecasts and visual financial reports in minutes.

For Accountants & Advisors
Thousands of accountants rely on LivePlan to deliver efficient and profitable advisory services. Help your clients set smart goals, track their profits and cash flow and refine their business strategies — all within a step-by-step framework.

Details

LivePlan is more than a budgeting and forecasting tool—it helps you track the key financial metrics that matter most to your business.

Quickly identify trends in your numbers and then use those insights to better manage your company.

You can also compare your key metrics to similar businesses. This helps you answer questions like: “How does our profit compare to the industry average?” and “Is our net profit per employee better than our competitors’?”

Plus, LivePlan makes it easy to build a polished, one-page business plan that's designed to impress investors.