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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

A specially designed add-in for Microsoft Excel, PowerPoint, and Word allows finance experts to create stronger models, produce more polished presentations, reduce the number of feedback comments, and save precious time in their workflows. This tool enhances productivity and facilitates better communication through streamlined processes.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Microsoft Excel No 
Microsoft PowerPoint No 
Microsoft Word No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 

Integrations

Microsoft Excel Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
Xero No 

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 

Pricing Details

$10.99
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Palo Alto Software

Founded

1988

Country

United States

Website

www.liveplan.com

Vendor Details

Company Name

Office Pragmatics

Founded

2025

Country

United States

Website

officepragmatics.com

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 

Product Features

Productivity

Collaboration No 
Database Creation No 
Document Creation No 
File Sharing No 
Notes Management No 
Office Suite No 
Presentation Tools No 
Project Management No 
Task Management No 
Team Chat No 

Spreadsheet

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

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