LivePlan: Your Strategic Advising Solution

Build a scalable, efficient, and profitable client advisory practice

LivePlan is the proud winner of the 2016 Accountex User Favorite Award for Business Intelligence

Rated #1 for business planning and reporting in the Intuit App Center

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The #1 reason clients switch accountants is because they didn't receive enough proactive advising

Implement a step-by-step advisory service with everything you need, including a task-based business process, client engagement scripts, meeting agendas, pricing models, and more.
Learn more about implementing LivePlan into your practice.

easy budgeting and forecasting

Key Insights: Easy Forecasting and Reporting

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.

seamless integration

Seamless Integration

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.

key insights

Industry Benchmarks

Advise clients on their business strategies from anywhere with all the data you need. Industry benchmarks show clients how they compare to their competition.

cash flow management

Cash Flow Management

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.

fundable business plans

Fundable Business Plans

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.

Accountants love LivePlan:

Accountex User Favorite Award Winners

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.

Sleeter Group


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

Doug Sleeter, President and CEO
The Sleeter Group

CPA Practice Advisor
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

Gail Perry, Editor-in-Chief and CPA
CPA Practice Advisor

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