Pro forma forecasting software
Pro Forma Financial Statements Made Simple
Create lender-ready pro forma statements in less than 15 minutes—without spreadsheets, formulas, or accounting knowledge
✓ Starting at just $20/month ✓ 35-day guarantee
Trusted by over 1 million + business owners and leading business institutions
Pro forma forecasts you can trust - no spreadsheets required
Complete Pro Forma Financial Statements Without the Complexity
LivePlan automatically generates all three essential pro forma statements investors and lenders expect to see:
Pro Forma Income Statement: Project your revenue, expenses, and profitability Pro Forma Balance Sheet: Forecast your assets, liabilities, and equity position Pro Forma Cash Flow Statement: Predict your cash position at any future point
Your forecast includes automatic calculations so you can be confident it's error-free, and professionally formatted—ready to share with stakeholders instantly.
“The financial forecasting tools are top notch. They helped me with multiple forecasts for several situations in which I might find my business.”
Roger T.
Test multiple financial scenarios before making decisions
Pro forma statements are most powerful when you can compare different scenarios. LivePlan makes it easy to create, save, and compare up to 10 'what-if' scenarios:
Model best-case, worst-case, and expected scenarios Test different pricing strategies or cost structures See how timing changes affect your cash position Evaluate different financing options Compare multiple growth strategies
Each scenario automatically updates all three pro forma statements, giving you a complete financial picture for any potential business decision.
“I started using LivePlan two years ago and I think that it's one of the most amazing tools that I have ever used for forecasting. Not only for that, but you can create a lot of scenarios. I would definitely recommend it.”
José R.
Turn your pro forma projections into reality
Creating pro forma statements is just the beginning. LivePlan helps you track your actual performance against your projections:
Connect QuickBooks or Xero for automatic data import See side-by-side comparisons of projected vs. actual results Identify variances that need attention using a visual dashboard Skip the tedious manual updates. With automatically linked forecasts, change an assumption and watch all statements update Maintain credibility with investors by showing how you're tracking against projections
“The integration of LivePlan with QuickBooks is seamless and incredibly valuable for forecasting. It provides a comprehensive outlook for the upcoming year and beyond, enabling more accurate and efficient financial planning.”
Dave K.
Creating pro formas in LivePlan in 3 simple steps
Signup for LivePlan. Connect your QuickBooks or Xero account during onboarding.
Follow the guided Forecast Builder to quickly create your starting forecast and pro forma financial statements.
LivePlan continues to sync with your accounting data so you can easily compare forecast vs actuals.
Compare LivePlan vs. Traditional Pro Forma Templates
| Features |  |  |
|---|---|---|
| Full Customization Control | | |
| Starting Forecast in Minutes | | |
| Automatic calculations | | |
| Automatic charts & graphs | | |
| QuickBooks/Xero Integration | | |
| Guided Forecast Builder | | |
| Multi-Scenario Management | | |
| AI Powered Financial Analysis | | |
| AI Powered Forecast Suggestions | | |
| Forecast vs Actuals Dashboard | | |
| Cash Monitoring & Alerts | | |
| Industry Benchmarks | | |
| Automatically Linked Forecasts | | |
| Expert Human Support | | |
| SBA approved formatting | | |
See why businesses love LivePlan
“The financial forecasting tools are top notch. They helped me with multiple forecasts for several situations in which I might find my business - up years, additional customers, and so on. I was running with it in five minutes. Go, go, go.”
Tony R.
Capterra Review
“The financial forecasting tools are top notch. They helped me with multiple forecasts for several situations in which I might find my business - up years, additional customers, and so on. I was running with it in five minutes. Go, go, go.”
Roger T.
Xero App Store Review
“The integration of LivePlan with QuickBooks is seamless and incredibly valuable for forecasting. It provides a comprehensive outlook for the upcoming year and beyond, enabling more accurate and efficient financial planning.”
Dave K.
Xero App Store Review
“LivePlan has been a total game-changer for me. The financial forecasting tools alone are worth it. I could run multiple scenarios (with and without loans, or various property purchase costs), and it actually helped us shape our investment thresholds and exit strategies.”
Andrew P.
Shopper Approved Review
“Creates a pitch and business plan, up to the minute reports and forecasting, excellent and powerful program gives owners command of their financials like they have a staff of 20.”
Exit Hunter
Xero App Store Review
“LivePlan forecasting not only makes this clear and easy, but by changing my assumptions, the program automatically makes the adjustments and can turn a mediocre idea into a great one. This is one of the key software tools I rely on.”
Doug S.
Shopper Approved Review
“I started using LivePlan two years ago and I think that it's one of the most amazing tools that I have ever used for forecasting. Not only for that, but you can create a lot of scenarios. I would definitely recommend it.”
José R.
Shopper Approved Review
“The value provided through its features, especially the financial forecasting and industry benchmarking capabilities, makes it a worthy investment for serious business owners and entrepreneurs.”
David E.
Shopper Approved Review
“For any business owner, navigating growth and planning for the future can be overwhelming. LivePlan provided us with a clear, structured way to lay out our goals and align our day-to-day operations with our long-term vision.”
Guy R.
Shopper Approved Review
“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...”
Rob M.
Shopper Approved Review
“The financial forecasting tools are top notch. They helped me with multiple forecasts for several situations in which I might find my business - up years, additional customers, and so on. I was running with it in five minutes. Go, go, go.”
Tony R.
Capterra Review
“The financial forecasting tools are top notch. They helped me with multiple forecasts for several situations in which I might find my business - up years, additional customers, and so on. I was running with it in five minutes. Go, go, go.”
Roger T.
Xero App Store Review
“The integration of LivePlan with QuickBooks is seamless and incredibly valuable for forecasting. It provides a comprehensive outlook for the upcoming year and beyond, enabling more accurate and efficient financial planning.”
Dave K.
Xero App Store Review
“LivePlan has been a total game-changer for me. The financial forecasting tools alone are worth it. I could run multiple scenarios (with and without loans, or various property purchase costs), and it actually helped us shape our investment thresholds and exit strategies.”
Andrew P.
Shopper Approved Review
“Creates a pitch and business plan, up to the minute reports and forecasting, excellent and powerful program gives owners command of their financials like they have a staff of 20.”
Exit Hunter
Xero App Store Review
“LivePlan forecasting not only makes this clear and easy, but by changing my assumptions, the program automatically makes the adjustments and can turn a mediocre idea into a great one. This is one of the key software tools I rely on.”
Doug S.
Shopper Approved Review
“I started using LivePlan two years ago and I think that it's one of the most amazing tools that I have ever used for forecasting. Not only for that, but you can create a lot of scenarios. I would definitely recommend it.”
José R.
Shopper Approved Review
“The value provided through its features, especially the financial forecasting and industry benchmarking capabilities, makes it a worthy investment for serious business owners and entrepreneurs.”
David E.
Shopper Approved Review
“For any business owner, navigating growth and planning for the future can be overwhelming. LivePlan provided us with a clear, structured way to lay out our goals and align our day-to-day operations with our long-term vision.”
Guy R.
Shopper Approved Review
“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...”
Rob M.
Shopper Approved Review
Frequently asked questions
Pro forma financial statements are forward-looking projections that show what your business's finances might look like under specific scenarios. Unlike historical statements, they help you plan for the future, make informed decisions, and show potential investors or lenders where your business is headed.
LivePlan automatically generates all three essential pro forma statements: income statement (P&L), balance sheet, and cash flow statement. These comprehensive statements include all the projections banks, investors, and business planning best practices require.
Pro forma statements are projections based on assumptions about the future. LivePlan helps maximize accuracy by providing industry benchmarks, guided inputs, and automatic calculations that eliminate formula errors. The true value comes from testing different scenarios and tracking actual performance against projections.
Most users create their first complete set of pro forma statements in less than 15 minutes. LivePlan's guided forecast builder walks you through the process step-by-step, allowing you to create professional financial projections without spreadsheets or expertise.
No. LivePlan is specifically designed for entrepreneurs and business owners without accounting backgrounds. The guided interface uses simple business terms rather than complex accounting jargon, while still producing professional-quality financial statements.
Unlike static spreadsheet templates, LivePlan automatically performs all calculations, links your statements together, creates professional visualizations, and allows easy scenario comparison. You never have to worry about broken formulas, formatting issues, or version control problems.
LivePlan allows you to create pro forma projections for up to five years, with monthly detail for the first year and annual projections thereafter. This range is ideal for both short-term operational planning and long-term strategic forecasting.
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