The LivePlan Blog

We’re excited to announce that we’re changing the name of the LivePlan Scoreboard. It’s now called “Dashboard” in LivePlan, and we’re rolling out changes to our help documentation and other areas of our site to reflect that.

This past winter, we launched #LivePlanGives, starting on Giving Tuesday. For each new LivePlan annual package that was purchased between November 28 and December 25, 2017, we put $10 toward funding Kiva microloans to support entrepreneurs around the world. Here are the 19 microloan recipients we funded through Kiva—with your help.

Here at Palo Alto Software, we’ve built our company culture around the importance of giving back to our local community. Here’s how we’re giving back this holiday season—and how you can do the same within your business.

You can always invite guests to review your business plan online inside LivePlan, but sometimes you just need to print your plan or export to PDF. We’ve made some great improvements to this process that give you more flexibility and the option to add more details if you need it. New page break options If […]

Wherever you plan to do business, LivePlan has you covered. That’s why we’re excited to announce a new feature we’ve added to LivePlan: Plan language options.

We wanted to make your business plan easier to read, easier to write, and easier to customize. So, we’ve rebuilt the business plan writing functionality in LivePlan from the ground up.

Creating your financial forecast for your business plan can seem like a daunting task. How do you know if you’ve got the right numbers? LivePlan’s new Benchmarks feature makes it easy.

Have you ever wanted to experiment with your numbers in LivePlan? Now you can with our new “what-if” scenario feature. Scenarios are a great way to figure out if you should invest in your business now or if you should wait for a better time. Here’s where to find them.

Pulling valuable data insights from Barlow Research Associates, among others, our latest whitepaper takes an in-depth look at what small business owners want from their financial institution when it comes to finding solutions for cash flow forecasting and accessing credit.

An interview with Palo Alto Software’s CFO Trevor Betenson, on why he switched the company from QuickBooks Desktop Enterprise Edition to QuickBooks Online, and why he feels QuickBooks Online is ready for most businesses.