Never worry about bouncing a check

Yes, LivePlan’s forecasting data seamlessly integrates with QuickBooks and Xero accounting data in real-time. This integration is simple to set up — press the "Connect Accounting" button, and LivePlan immediately populates your cash and profit totals with real data. There’s no manual data entry or spreadsheet linking required. Your data automatically flows into your Profit & Loss statement, balance sheet, and cash flow statements within the app. LivePlan instantly creates in-depth charts and graphs combining your accounting data and sales forecasts, and incorporates them into your business plan documents and presentations without any manual importing. Now it’s easier than ever to share visually engaging reports with business partners, investors or lenders that take both a backward and forward-looking view of your business’s financial performance. The syncing is one-way so none of your past accounting data in QuickBooks or Xero is affected. LivePlan only pulls the necessary information to update your forecasts and financial statements.

LivePlan minimizes the initial setup required to start forecasting cash flows. The software guides you through each step of the process, starting with the inputting of basic information about your business and your financial goals. The LivePlan platform uses a visual, drag-and-drop approach for creating cash flow forecasts, allowing you to adjust your cash projections with simple mouse clicks instead of inputting complex formulas into spreadsheets. Broaden your view with monthly or annual forecasts extending up to five years into the future, giving you the most comprehensive view possible of your cash flow position. The intuitive user interface is designed for small business owners who need an easily digestible platform, helping them quickly visualize and modify their cash flow goals as business conditions change. Users also have access to LivePlan’s Customer Advocacy team, which is always available to assist.

LivePlan’s cash flow tool lets you update or modify your forecasts as often as you need. When new data comes in or business circumstances change, users can easily click back into their cash flow forecasts and make changes. In fact, LivePlan encourages regular reviews and updates of your cash flow forecasts. Most businesses start with an initial cash flow forecast at the beginning of their fiscal year, and then revise it on a monthly or quarterly basis. LivePlan’s Dashboard feature visualizes your data to highlight areas where cash flow and other financial indicators may need to be adjusted based on actual performance. And the AI-powered Monthly Review feature analyzes your cash flow data to give you monthly and year-to-date insights about where your cash flow projections have been met or have fallen short, along with guidance on where to make adjustments to your forecast.

LivePlan values the security of your financial data and takes robust measures to protect your information. The platform uses the same level of security of online banks. The infrastructure of the LivePlan software is updated frequently with the latest security patches. LivePlan runs on a dedicated network, locked down with firewalls and carefully monitored. The LivePlan team conducts daily third-party security scans to ensure that the infrastructure remains highly secure and completely up-to-date.

Yes, LivePlan offers multiple options for exporting your cash flow forecasts and other financial data. Users can download customized reports as PDFs directly from the Forecast section of the platform, with various levels of detail to tailor the information to your specific needs. From the Plan section, users can download their complete business plan, including cash flow and financial statements, as either a PDF or Word document. You can also export only the financial statements if needed. For those using the Dashboard feature, users can download a full set of metrics comparing actual results to forecasted figures as a PDF, with the option to include a cover page and summary. LivePlan Premium users have the additional option to export forecast categories as CSV files, which can be opened in Excel or other spreadsheet software for more detailed analysis and formatting. These options provide flexibility to easily share cash flow forecasts with team members, investors, lenders and other stakeholders.