Xero Integration

Turn your Xero data into real-time budgets & forecasts

Sync LivePlan with Xero and spot new ways to grow without using complicated spreadsheets or budgeting apps with our Xero software integration.

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Video play icon Xero Integration

Build forecasts, budgets & reports 5X faster than with spreadsheets

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Xero syncs with LivePlan

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LivePlan turns your accounting data into financial forecasts

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Your forecasts and dashboards update in real time

Forecasting

Xero Budgeting and Forecasting

Discover a roadmap for your business growth

With LivePlan’s Xero integration, you can track your actual results against your forecast predictions and confidently grow 30% faster.

  • Create a starting forecast based on actual results from your accounting data
  • Predict your profit and cash position up to 5 years in the future
  • Easily see which expenses and sales did better or worse than your forecast
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“LivePlan makes [business planning] simple and helps streamline the process. They integrate with Xero so you can build accurate forecasts based on real data without wasting time importing all of the details [...]”
Forecasting

Insights & Analysis

Spot patterns to make profitable decisions

With our Xero software integration, you can identify new growth or cost-saving opportunities by looking at spikes and dips in your profit, cash flow and other key metrics at a glance.

  • Negative and positive trends are highlighted for easy analysis
  • Drill into each metric to get more granular detail
  • Compare your key metrics to competitors using benchmarks
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“I’ve been using LivePlan with Xero for a few months now and love it. It’s given me visibility about how we’re doing against Forecast like I’ve never had before and the business plan side of things is also great.”
Forecasting

Cash Analysis

Stay cash healthy & be ready for anything

Our integration with Xero helps you find and fix cash challenges early so you’ll always have enough money to cover your bills.

  • Monitor your cash flow in real time with Live Forecast
  • Test different what-if budget scenarios to see how they impact your cash position
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“LivePlan made it easy for me to test different scenarios and make educated decisions.”
Forecasting

Financial Dashboards & Reporting

Present financial updates with confidence

Walk partners or investors through the numbers by showing them visuals that need no explanation with our Xero integration.

  • Charts and graphs make financial data easy to understand
  • Download your custom dashboard as a PDF or print to share
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“I found LivePlan after trying various tools. Within a couple of hours I worked out the platform, connected to Xero and now have a live dashboard and a near complete Business Plan. As a growing company, this provides me peace of mind, as I now have visual data validating what I thought I knew.”

Turn your Xero data into business insights

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Frequently Asked Questions

Thanks to our Xero software integration, LivePlan syncs with your Xero data in real-time and instantly updates your forecasted cash and profit totals, key financial metrics compared to industry benchmarks, and in-depth charts and graphs for presentations and analysis.

Since we have a Xero integration, you can find LivePlan from the Xero app store, or by signing into your Xero account, clicking on the Xero App Launcher icon in the upper right-hand corner of your Xero organization, then selecting Find more apps on the Xero App Store and searching for LivePlan.

From within LivePlan, connect your Xero account to LivePlan with one click. LivePlan will pull in your accounting data for the current year and up to two past fiscal years. Once connected, use LivePlan’s Forecast Builder to create a new forecast based on your Xero data or map your Xero chart of accounts to your LivePlan forecast to then see your actual results and forecast side-by-side.

LivePlan protects your data using encryption, HTTPS and other technology. We use our own services just like our customers do and ensuring data security is a top priority for us. You can learn more here.

No, LivePlan will not alter your Xero data. The syncing is one-way, so it won’t impact the information stored in Xero.