Financial Management
LivePlan syncs with QuickBooks and Xero, pulling in your accounting data to see your actual performance alongside your forecast. All you have to do is adjust your projections using the built-in tools. It's the easiest and most visual way to set goals and accurately track your progress.
See how new hires or expansion costs will affect your profit and cash flow by creating multiple forecasts. LivePlan guides you through the entire process and handles all the calculations for you.
Compare your forecasts to benchmark data from businesses like yours. This helps you figure out if what you're projecting is realistic or whether you need to re-think things a little more.
LivePlan makes it easier to analyze your business financials by putting your accounting data from QuickBooks or Xero in a single, simple dashboard. Full financial statements are available there, plus individual metrics, including:
Easily track your actual revenue, costs, and other metrics against your forecast. Then, use these insights to improve your business plan, strategy, and overall direction of your company.
Glance at the LivePlan Dashboard to monitor revenue, expenses, or other data in real-time. Spot something fishy? Dive into specific metrics for more details and then use those insights to adjust your spending or to tweak sales targets.
Help everyone on your team understand the story behind the numbers. Charts and graphs detail spending, revenue, projections and whether your business is on track to meet its financial goals.
Don't waste time trying to get your spreadsheets or slides to look just right. With LivePlan, you can print out your Dashboard report or download it as a PDF. Just customize the metrics you want to be included, write up a quick summary, and send it out.
Add users to LivePlan so they can check out the Dashboard, forecast, or business plan whenever they like. You get complete control over what they can see.
