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Log In Sign Up Why LivePlan? How We’re Different Live Support Customer Success Stories Product Features Business Plan Creator Financial Forecasts & Scenarios AI-Powered LivePlan Assistant Financial Dashboard All Features Interactive Demo Integrations QuickBooks Xero Product Tour You can do this! Tour LivePlan to see how simple business planning can be. Tour LivePlan Solutions For Small Businesses Create a Plan For Funding Test Your Business Idea Launch Your Startup Forecast Cash Flow Build Your Business Budget Present Your Financials For Advisors & Mentors Consultants & Coaches SBA Partners Educators Lenders Incubators & Accelerators Public Accountants See All Solutions Pricing Resources Learn LivePlan Blog Bplans Resource Library Live Webinars Growth Planning Get Help Hire a Professional Help Center Contact Us Hire a Professional Have an expert write your plan, build your forecast, and so much more. Learn More Sign Up Log In What stage is your business at? Tell us and we’ll match you with a special LivePlan discount: New Business Idea Startup Phase Established Business Enter your email address to unlock it. Unlock Discount Please enter a valid email address We care about your privacy. See our Privacy Policy . Sign Up With Discount Financial Management Profit and cash flow forecasts at your fingertips Get a full financial picture of your business with simple financial management tools. Get Started Build budgets & forecasts Track your goals Create visual reports You might have seen us in Feel confident about your cash flow Build detailed budgets and forecasts without spreadsheets Live Forecast Multiple scenarios Benchmark data Live updates to your profit and cash balances LivePlan syncs with QuickBooks and Xero, pulling in your accounting data to see your actual performance alongside your forecast. All you have to do is adjust your projections using the built-in tools. It’s the easiest and most visual way to set goals and accurately track your progress. Test ideas without doing the math See how new hires or expansion costs will affect your profit and cash flow by creating multiple forecasts. LivePlan guides you through the entire process and handles all the calculations for you. Use benchmarks to check your numbers Compare your forecasts to benchmark data from businesses like yours. This helps you figure out if what you’re projecting is realistic or whether you need to re-think things a little more. Track your growth & make informed decisions Easily monitor spending, revenue, and other metrics in real-time Visual dashboard Dynamic reporting Powerful insights Your most important metrics all in one spot LivePlan makes it easier to analyze your business financials by putting your accounting data from QuickBooks or Xero in a single, simple dashboard. Full financial statements are available there, plus individual metrics, including: Revenue breakdown Expenses & costs Operating & net profit margins Cash on hand & net cash flow And more Track your goals & refine your strategy Easily track your actual revenue, costs, and other metrics against your forecast. Then, use these insights to improve your business plan, strategy, and overall direction of your company. Get a quick overview or drill deeper into the data Glance at the LivePlan Dashboard to monitor revenue, expenses, or other data in real-time. Spot something fishy? Dive into specific metrics for more details and then use those insights to adjust your spending or to tweak sales targets. Keep everyone up to speed on the numbers Create and share beautiful reports that are easy to understand Clear analysis Presentation-ready reports Easy collaboration Instant visuals that need no explanation Help everyone on your team understand the story behind the numbers. Charts and graphs detail spending, revenue, projections and whether your business is on track to meet its financial goals. Gorgeous reports, perfect for presentations Don’t waste time trying to get your spreadsheets or slides to look just right. With LivePlan, you can print out your Dashboard report or download it as a PDF. Just customize the metrics you want to be included, write up a quick summary, and send it out. Invite team members & control who sees what Add users to LivePlan so they can check out the Dashboard, forecast, or business plan whenever they like. You get complete control over what they can see. Try LivePlan today Totally risk free. 35-day money-back guarantee. 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