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features
design
support

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Description

Ensure that you never miss a crucial contract deadline again, whether it's for an extension or a termination due to inaction. Remember, contract deadlines present valuable opportunities for negotiation where you can potentially reduce costs or secure improved terms. Utilize a complimentary board portal designed to enhance and simplify board activities between meetings. This intelligent tool enables you to schedule meetings effectively, allowing participants to vote on preferred time slots. Each meeting is allocated its unique page that includes discussions, Minutes of the Meeting, and links to future gatherings. Strategically plan your human and physical resources to maximize efficiency and fulfill your commitments. Anticipate your team's workload in advance, track absences, vacations, and identify necessary hires. Experiment with various planning scenarios across your projects. Seamlessly integrated with time reporting for straightforward monitoring, you can establish your budget from the ground up or automate updates through your contracts and resource planning. Each element in Copyl has its dedicated budget, which contributes to both sub-budgets and the overarching budget, ensuring comprehensive financial management. With this advanced system, you can achieve greater control and visibility over your organization's financial health.

Description

The #1 rated business planning and management software created to support the success of small businesses and entrepreneurs. Creating a dynamic business plan is easy in LivePlan. Step-by-step guidance, examples, and expert support help you create a professional plan with all the details a lender or investor expects to see. No need for complex spreadsheets or formulas. LivePlan's automated financials and built in equations mean you spend less time number crunching and checking for accuracy, and more time focused on the things that matter. Sync with Quickbooks or Xero to quickly create budgets, forecasts, and financial statements using your real data. Access industry benchmarks to see how your business is performing and where you can improve compared to similar businesses of your size and focus. With the ability to create multiple financial scenarios and projections, you'll be able to see how decisions you make in your business today - affect the future. Confidently answer questions such as: - How will I use this funding to grow my business? - When should I hire more employees? - Should I open another location? Be a more confident business owner and strategically manage your business from day one - onward.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online No 
QuickBooks Online Advanced No 
Xero No 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 

Pricing Details

$7 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$20/month
*LivePlan Standard*
Monthly: $20/month
Annual: $15/month (billed annually)

*LivePlan Premium*
Monthly: $40/month
Annual: $30/month (billed annually)

60-day money-back guarantee
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Copyl

Founded

2012

Country

Sweden

Website

www.copyl.com/en/software/start/

Vendor Details

Company Name

Palo Alto Software

Founded

1988

Country

United States

Website

www.liveplan.com

Product Features

Business Management

Billing & Invoicing Yes 
CRM No 
Employee Management Yes 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management No 

Product Features

Business Management

Billing & Invoicing Yes 
CRM No 
Employee Management No 
Financial Management Yes 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management No 

Business Plan

Business Plan Templates Yes 
Collaboration Yes 
Dashboard Yes 
Financial Projections Yes 
Financial Templates Yes 
Fundraising Management No 
Investor Management No 
Pitch Presentation Yes 
Social Sharing Yes 
Step-by-Step Wizard Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project No 
Profit / Loss Statement Yes 

Sales Forecasting

Competitor Analysis Yes 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis No 

Spreadsheet

Analytics Yes 
Audit Trail No 
Calculators No 
Charting Yes 
Multi-User Collaboration Yes 
Templates Yes 

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