LivePlan

Budgeting, forecasting & financial dashboards that help small businesses grow.

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.

60-day Money Back Guarantee
No credit card required.


PLAN PRICE USERS DETAILS
Per Month - Small Business $19.95/month 2 Create your budgets and forecasts quickly and easily and then track your performance with automatic QuickBooks integration.
Annual - Small Business $139.95/year 2 Save up to 40% when you sign up for our annual plan. If you're tracking your business performance, this is the best deal.
Annual - Accountants & Advisors $120/year (per advising client) Unlimited Use LivePlan as your platform for client advisory services. Paid account includes one free license.

For free tech support, just give us a call at (541) 683-6162 or email us at help@liveplan.com. You can also visit our help center here: http://help.liveplan.com

Contacts

help@paloalto.com
(541) 683-6162
Online support:
http://help.liveplan.com


FAQ

How safe is my data?
We use the same iron-clad security as online banks. Our software infrastructure is updated regularly with the latest security patches. Our products run on a dedicated network that is locked down with firewalls and carefully monitored. We run third-party security scans every day to make sure our infrastructure is highly secure and completely up-to-date
What if I need help?
Help from a real live person is just a phone call, online chat, or email away. If you've got questions, we've got answers. Our customer support team works out of the same office as our developers, managers, and even the CEO, and we take customer service very seriously. We want to hear your feedback and suggestions, as well as answer any question you may have. So feel free to contact us at 1-888-498-6136 or send an email to help@liveplan.com
Do I have to sign a long-term contract?
Nope. You pay monthly, with no commitment or contract to sign. You can cancel any time, though we can't prorate payment if you close your account mid-cycle.