The insights you need to grow your business

Connect LivePlan to QuickBooks or Xero accounting software and get instant insights that will help you grow your business, starting today.

Track your progress

Track your progress

Once you’ve forecast your revenue goals and created a budget for your business, the next step is track your progress towards those goals. LivePlan connects to your QuickBooks or Xero accounting data so you can see how your actual performance matches up with your expectations. Get the instant updates you need to stay on track with your financial plan.

Make better decisions

Don’t let your key business numbers stay buried in your accounting system. LivePlan gives you easy-to-understand insights for your key business numbers so you know what you need to do to grow your business. Do you need to charge more? Should you collect money faster? How are your profits? LivePlan makes those decisions easy.

Make better decisions

“LivePlan helped me easily see - for the first time - my financial growth month-over-month and year-over-year - without having to sort through complicated reports and spreadsheets. Thanks to my accountant’s advice, I’m growing my restaurant faster and more strategically!”

Rick M, Ox and Fin

“The Scoreboard has been crucial for helping me and our investors quickly understand the state of our company and having the ability to drill down into the details when needed.”

Paul J, BuluBox

Know how you stack up against the competition

With LivePlan, you can see at-a-glance how you compare to companies just like yours. Tell us your industry and location, and we’ll tell you if you’re doing better or worse than your competition and how you can improve. These kinds of insights are critical to growing your business.

Know how you stack up against the competition
Plan and forecast in real-time

Plan and forecast in real-time

The Scoreboard empowers you to quickly and easily maximize profit centers within your business; identify and correct loss centers; and adjust payables and receivables (e.g., payment schedules, contract terms) in order to improve your business’ overall financial performance.

Painless Reporting

Comparing your sales and expenses to your budget, last month’s performance, and last year’s data is a time consuming and frustrating process. LivePlan lets you skip the spreadsheets and hard-to-read reports from your accounting system. Instead, you get great-looking, useful reports that help you grow your business.

Share your reports with your business partners, investors, and other advisors. They’ll thank you!

Painless Reporting
Access key QuickBooks or Xero data anytime, from anywhere

Access key QuickBooks or Xero data anytime, from anywhere

If your company uses QuickBooks Online (QBO), QuickBooks for Windows, or Xero, you probably know what a hassle it is to get at that valuable data. It’s locked up on someone’s computer and hard to access from elsewhere. With LivePlan, you can bring your QuickBooks or Xero data automatically into the Scoreboard and see how your business is doing from any computer with Internet access.

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Seen enough?

In just 60 seconds you could be building your plan the fast and easy way, risk-free for 60 days.

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