Ready to transform your financial management? In this webinar, our executive team—including COO Noah Parsons, CFO Trevor Bettenson, and CEO Sprint Parsons—unveils LivePlan's game-changing Automated Monthly Review feature. Discover how to stop spending hours in spreadsheets and start making smarter, data-driven decisions in minutes. Watch now to learn how you can get a clear, concise, and actionable analysis of your business's health with the click of a button.
What You'll Learn
This webinar is packed with practical tips and answers to the most common questions about financial management. Here’s a look at what we cover:
The "Why" Behind the Monthly Review
The Value of Regularity: Understand why every business, regardless of size—from solopreneur to an established team—benefits from a monthly financial review. Stay on Track: Learn how the practice of comparing your actual results to your forecast helps you manage cash flow and make critical decisions before it's too late. Nonprofits are Businesses, Too: See a real-world example of how a nonprofit uses the monthly review to ensure financial sustainability and transparently report to its board.
Mastering the Automated Monthly Review Feature
Feature Walkthrough: Get a step-by-step tour of the feature, from navigating the dashboard to understanding the AI-powered analysis. Setup for Success: Learn the three things you need in LivePlan to get the most value: an up-to-date forecast, synced accounting actuals (from QuickBooks or Xero), and monthly forecast detail. AI-Powered Analysis: Discover how the feature uses AI to deliver plain-English summaries, highlight what's most important, and provide actionable "Next Steps" to guide your strategy.
From Insights to Action
Drill into Your Data: See how to quickly analyze your top movers in revenue, expenses, and net profit to understand what’s driving your performance. Context is Key: Learn how to compare your results against your forecast, the previous month, and the same month last year to spot trends and identify seasonality. Share with Stakeholders: Find out how to download your entire monthly review as a presentation-ready PDF, perfect for sharing with your team, board members, or financial advisors.
Best Practices for Financial Management
The Right Cadence: Get expert advice on when to conduct your monthly review for maximum impact. "Closing the Books": Understand what it means to "close your books" each month and why it’s a critical step for generating an accurate review. Catching Errors: Learn how the monthly review can help you spot potential issues or mistakes in your accounting before they become major problems.
