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Budgeting and forecasting

Budgeting and forecasting

With LivePlan, you don't have to worry about navigating complex spreadsheets or breaking formulas in Excel. LivePlan takes you step-by-step through the process of creating the powerful financial reports you need for your business plan—even if you don't have prior business experience.

Sales Forecasting for Any Type of Business

Sales Forecasting for Any Type of Business

Whether you're starting a bakery, a subscription software business, or a manufacturing company, we've got you covered. LivePlan supports all popular forecasting options including subscription revenue, individual product sales, hourly rates, and more.

Drag and Drop Budgeting and Forecasting

Drag and Drop Budgeting and Forecasting

More of a visual person than a numbers person? No problem. LivePlan's unique “drag and drop” interface makes creating budgets and forecasts easy. Just click and drag to create your budget, and see how your budget and forecast changes with the seasons.

Easy Budgeting

Easy Budgeting

LivePlan helps you create the monthly and annual budgets you need for your business plan. LivePlan walks you step-by-step through the process—no accounting knowledge required.

Full Screen Mode

Full Screen Mode

We all need more space to work sometimes. LivePlan lets you take advantage of your entire screen, so you can work on your business numbers without distractions.

Automatic Charts and Graphs

Automatic Charts and Graphs

Forget messing around with Excel and Word to create charts and graphs for your business plan. LivePlan automatically generates all the charts and graphs you need and automatically includes them in your plan. Of course, you can rearrange your charts if you want or just remove them if you don't want to include them—but we don't recommend that!

Everything You Need for Your Plan

Everything You Need for Your Plan

Your business plan will be complete and correct—guaranteed. LivePlan automatically creates all the financial tables that banks and investors expect, in a format approved by all common funding sources, from SBA lenders to Silicon Valley venture capitalists.

  • Revenue Forecast
  • Expense Budget
  • Profit & Loss
  • Balance Sheet
  • Cash Flow
  • Personnel Plan
  • Asset Purchases
  • Direct Costs
  • Funding Sources
  • Key Financial Assumptions

Every Feature You Need to Fund and Run Your Business

LivePlan helps you define your path, run and grow your business with a full set of features to keep you on track.

All Features

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