Present Your Financials

Tell the story behind the numbers

Confidently present your financials to lenders, investors, partners, or board members. LivePlan syncs with QuickBooks or Xero to turn your accounting data into clear visual reports.

Present My Financials Tour LivePlan
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As seen in:

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It's tough to create financial reports that everyone can understand

  • Warning icon Spreadsheets don't work well in presentations
  • Warning icon Not everyone on your team has the same business or financial background
  • Warning icon Turning data into professional-looking charts or graphs can take hours

LivePlan instantly turns your data into clear, wow-worthy visuals

Business partners using LivePlan

Provide clarity with easy-to-read dashboards

Show exactly where your business is today and where it's going tomorrow. Charts and graphs update in real-time when synced with Xero or QuickBooks. This gives you an easy way to see how your actual results compare to your forecast. Create dashboards that show:

  • Breakdown of your revenue sources
  • Forecasted expenses and costs versus actuals
  • Cash on hand, net cash flow and more
View Example Dashboard
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Build custom PDF reports to keep your team updated

Turn your financial dashboard into a tidy financial report. Just select what metrics you'd like to include, add an optional summary for context, and LivePlan gives you a PDF file you can email or print. Include these reports in a presentation or provide them to stakeholders before or during your next meeting.

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Work together on the numbers with unlimited users

Team members can view your financials at any time in LivePlan. This makes it easy for them to follow along during your budget presentations or leave comments on your financial plan.

  • Control how much access you give each user
  • Up to 5 users can edit the dashboard and create new companies
  • All invited users can add Forecast Notes on your budget and comments on your business plan

Plenty of support to help you succeed

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Inspiration powered by AI

Instantly generate ideas at each step of your plan. You can also access 550+ sample plans to find one that matches your industry.

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Guidance from business experts

Stay on track with video walk-throughs, webinars, and more from business planning experts.

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If you ever get stuck, our team will help

If you ever have a question, you can instantly chat with a LivePlan expert.

Present your financials with confidence

Present My Financials