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LivePlan

Develop a comprehensive business plan complete with budgets, sales forecasts, and performance analytics to impress potential investors

8.2

21 Votes

Overview

A comprehensive business planning and tracking tool for startups and small businesses.

Key Features

LivePlan is a robust software designed to help startups and small businesses in crafting detailed business plans, tracking their progress, and managing their operations effectively.

Business Plan Creation

LivePlan provides a step-by-step guide to creating a business plan, making it easier for users who are unfamiliar with the process. This software offers more than 500 sample plans to get you started. Financial forecasting is another key aspect of LivePlan. It allows the user to create detailed financial projections including sales, expenses, and cash flow, significantly simplifying the ordinarily complex task of financial planning.

Performance Tracking

LivePlan doesn't stop at just helping businesses create a plan; it also assists in tracking the performance of the business against the plan. By integrating with popular accounting software like QuickBooks and Xero, LivePlan can automatically import your real-time financial data. This feature allows businesses to easily compare their actual performance with the projected performance and make necessary adjustments.

Collaboration

LivePlan also supports collaboration, enabling team members to work together in real-time. This software allows roles to be assigned to different collaborators and control what they can see or edit. With this feature, you can ensure that everyone is on the same page and working towards the same goals.

Dashboard and Reporting

The software provides a visually appealing dashboard that displays key performance indicators (KPIs), financial data, and other relevant metrics. The reporting feature is also commendable, allowing users to generate detailed reports that can be presented to stakeholders and investors.

Conclusion

In summary, LivePlan is a comprehensive business planning and tracking tool perfect for startups and small businesses. Its user-friendly interface, combined with powerful features such as financial forecasting, performance tracking, and collaboration, make it an invaluable tool for any business looking to streamline their planning and tracking processes.

Company
Palo Alto Software
HQ Location
Eugene, OR
Year Founded
1988
LinkedIn® Page
https://www.linkedin.com/company/30087 (83 employees)
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