LivePlan: Your Strategic Advising Solution

Build a scalable, efficient, and profitable client advisory practice

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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.
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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 Scoreboard 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, licensed from Sageworks, makers of ProfitCents, show clients how they compare to their competition.

Data provided by: profitcents by sageworks

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

Winner

LivePlan is a fantastic budgeting and forecasting tool and the Scoreboard 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 fit the bill
Gail Perry

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

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