The LivePlan Method guides your team through a proven process for designing, delivering, and selling advisory services.
LivePlan gives you powerful forecasting & reporting tools for delivering advisory services. The LivePlan Method teaches you the best way to offer those services to your clients.
Create forecasts and KPIs quickly, using LivePlan's step-by-step process. Use LivePlan's Dashboard to compare the forecast with actual results and measure your KPIs on a beautiful financial management dashboard.
Seamlessly bring your clients' QuickBooks Online or Xero data into LivePlan and see how their business is doing from any computer with internet access. Never export financial data to Excel again. LivePlan automates visual reports for you and your clients with a single click.
Advise clients on their business strategies from anywhere with all the data you need. Industry benchmarks show clients how they compare to their competition.
Powerful yet simple tools to allow you to plan, model, and monitor cash flow and make spending decisions. Set cash drivers dynamically, and model cash scenarios based on AR days, AP days, inventory purchases, and more.
LivePlan allows you to build a full lender-ready business plan or use the powerful Pitch feature to quickly and easily build a one-page business plan. Step-by-step guidance, one-on-one training, and over 500 business plan examples will help your clients build the plan they need, think strategically about their business, and get funded.
LivePlan is the proud winner of the 2016 Accountex User Favorite Award for Business Intelligence. Presented in partnership with AccountingWEB, the Accountex User Favorite Awards are the most sought-after awards in the field of accounting technology today. Winners were selected from a competitive landscape by the people who use these solutions daily.
LivePlan is a fantastic budgeting and forecasting tool and the Dashboard feature easily connects with accounting systems to help accountants stay in touch with their small business clients year-round. With the help of LivePlan, accountants can position themselves as trusted advisors for small businesses.
Doug Sleeter, President and CEO
The Sleeter Group
Recipients of this award must demonstrate that they are changing the accounting profession by responding to the evolving needs of the tax and accounting professionals by providing technology that addresses the new reality of on-demand information and business agility—and LivePlan fits the bill.
Gail Perry, Editor-in-Chief and CPA
CPA Practice Advisor