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LivePlan

Name: LivePlan
Rating: 4.5 (2 reviews)

By Palo Alto Software

951 Interested

Highlights : About LivePlan

Customizable design themes

Scoreboard financial dashboard

Accounting integration

About LivePlan

LivePlan is a business plan creation solution, designed for small businesses and entrepreneurs, with step-by-step planning and over 500 sample business plans. At each step of the LivePlan business plan creation process, there are example business plans, video help, and tutorials to aid users in creating their custom business plan. The step-by-step planning method aims to make it easy to create a professional plan to impress audiences. With built in financials, LivePlan does all the math for users automatically including budget creation and forecasting. The Pitch makes it easy to share a quick one-page overview of business models with lenders, investors, and internal teams - keeping everyone on the same page, without having to share a full business plan document. Easily add a business overview, team members, and milestones, and turn them into a unique infographic with the click of a button. Budgets and sales forecasts are a critical element to business success, and the LivePlan Scoreboard feature brings those budgets to life. Scoreboard aims to simplify the day-to-day financials, and allows users to see their overall performance compared to plans, all in real time. QuickBooks or Xero users can automatically sync accounting data with their LivePlan business plan for instant access to key business numbers.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Error checking

Export to Word, Powerpoint, or PDF

Expert advice, help and tutorials

Built-in formulas

Build a one-page pitch (visual graphic)

Customizable design themes

Scoreboard financial dashboard

Accounting integration

Assignment management

Financial management

Real time monitoring

Security & encryption

Budgeting & forecasting

Data import/export

Goal setting / tracking

Graphical data presentation

Benefits

Browser-based, O/S independent. Build a business using a Mac or PC.

Access business plans anywhere with internet access.

Easy collaboration; no more emailing files back and forth.

Perfect solution for multi-user environments; no desktop-installed software is required.

All account and plan data is private, secure, saved every few seconds and backed up daily.

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