LivePlan Business Planning

Better Pitching

With LivePlan, you can quickly and easily build a one-page pitch to impress investors and business partners. You can share your pitch securely online and tell the story of your business. Based on the principles of the Lean Startup movement, LivePlan helps you generate nimble, better looking, and easier-to-use business models.

Better Budgeting And Forecasting

LivePlan helps you quickly create sales forecasts and expense budgets so you can ensure that your business will be a profitable success. With step-by-step guidance and simple, yet professional forecasting tools, anyone can easily create a business budget. No finance experience or MBA required.

Get Critical Insights Into How Your Business Is Doing

Creating a budget and a sales forecast for your business is a critical first step towards business success. LivePlan brings those budgets to life and lets you know how you’re doing by comparing your budget to your actual results from QuickBooks. You can even easily see how you’re doing compared to last month or the same time last year, giving you instant insight into the health of your business - all without spreadsheets.

Ditch The Spreadsheets

Comparing your sales and expenses to your plan, last month’s performance, and last year’s data is a time consuming and frustrating process. LivePlan makes it simple: Sync your QuickBooks data to LivePlan and you’ll get all the reports you need to see with a single click. You can even see historical cash flow reports to help predict when cash is going to be tight in the future.

Access Key Quickbooks Data Anytime, From Anywhere

Forget having to request PDF reports. With LivePlan, you get instant access to your QuickBooks data so you can see how your business is doing from any computer with Internet access.