Integrations

Get more value from your tools with LivePlan integrations

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QuickBooks

Get more insight into your operations, quickly start a forecast, and keep your forecasts up-to-date by connecting LivePlan to popular accounting software QuickBooks Online.

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Xero

Connect LivePlan to accounting software Xero, to get more insight into your operations, quickly start a forecast, and easily keep your forecasts up-to-date.

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PowerPoint

Impress lenders and investors by exporting your LivePlan Pitch to PowerPoint. Easily customize your deck and present your pitch with confidence.

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Excel

Export your financials and forecasts as a .CSV file and import to Excel for additional formatting flexibility.

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Frequently Asked Questions

Both Standard and Premium LivePlan packages support exporting to Excel and PowerPoint. QuickBooks and Xero integrations are only available with LivePlan Premium.

Export options can be found within the Pitch, Plan, and Forecast sections of LivePlan. You can find the QuickBooks or Xero integrations in the LivePlan navigation, or from the QuickBooks or Xero app stores.