What is it all about?
LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. Set business goals, compare performance to industry benchmarks, and see all your key numbers in an easy-to-use dashboard so you know exactly what's going on in your business.
Video & screenshots
Who is it for?
No hassling with formulas. Financial tables, charts, and reports automatically created Fill-in-the-blank simplicity walks you through entire process beginning to end 500+ sample business plans covering all industries to defeat writer’s block Expert video tutorials and definition of key terms from renowned business plan expert Produces lender-approved, professional, visually impressive documents Build an infographic executive summary for quick pitching Visual dashboards for real-time tracking against budgets and sales goals Real-time syncing with your accounting software for at-a-glance reports Update your plan and track your business health from anywhere with internet Choose from 10 different eye-catching, professional themes when you print or export your plan Export your business plan at anytime to Powerpoint, Word or PDF format Collaborate easily across your team. Share plans securely with partners and investors Supports working on multiple business plans Find out how your company is doing compared to others in like industry, size, or locale Create milestones for the key events in your plan and start tracking your progress We’re cloud-based so PCs, Macs, and tablets are all welcome Phone, email, and chat support Your business data is complete locked down and safe. Guaranteed
Investor-Ready Business Plans One of our happy customers summed our offering up right: “LivePlan is like hiring an expert consultant combined with a professional designer coupled with a financial wizard.” Here’s the guarantee: your plan’s financials tables and charts will be error-free and your final plan will look polished, customized to your needs, and ready to impress investors, business partners, banks and SBA-lenders. Modern, Intuitive Interface We’ve learned a few things over our 15-year history designing the #1-selling, business-planning software for small businesses. With LivePlan, we’ve taken all of the friction out of the equation allowing you to move seamlessly and intuitively from section to section, allowing your ideas to come to the forefront. Plus, there are helpful videos and examples every step of the way. Tracks Day-to-Day Performance LivePlan’s Scoreboard feature is a visually-and-information rich business dashboard that keeps your finger on the pulse of the health of your business, highlighting the most crucial information you need to track in your business. It syncs in real-time with QuickBooks and Xero accounting software, making Excel and cumbersome reports a thing of the past. Know exactly how your business is doing and create impressive progress reports in minutes when you use LivePlan. 500+ Sample Plans Included Compare your Business to your Competition With LivePlan, you can compare your plan (and your actual performance) to real businesses