Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Poindexter is tailored for individuals regardless of their financial or accounting background. There’s no need for specialized knowledge in finance to use it effectively. Users receive immediate insights into how their business choices affect finances. It eliminates the need for complex and often inaccurate spreadsheets in your budgeting and forecasting efforts. Creating your account and making necessary adjustments can be completed in just a few minutes. Our team is available to address any inquiries and ensure you maximize your experience with Poindexter. By planning your initiatives, you can have a financial model generated in mere minutes, which could be worth thousands. It automatically generates all the essential financial data required for informed decision-making that enhances cash flow management. Each month, your customer dashboard refreshes with acquisition targets that transform your forecasts into actionable daily tasks, ensuring you remain focused on the activities that drive revenue. Additionally, Poindexter's user-friendly interface makes it accessible to everyone, fostering a more inclusive approach to financial management.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Xero
Yes
Integrations
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
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
$9.99 per user per month
Free Trial
No
Free Version
Yes
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
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
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
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
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
Poindexter
Founded
2016
Country
United States
Website
getpoindexter.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
Budgeting
"What If" Scenarios
Yes
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
No
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
No
Project Budgeting
Yes
Run Rate Tracking
No
Version Control
No
Business Plan
Business Plan Templates
No
Collaboration
Yes
Dashboard
Yes
Financial Projections
Yes
Financial Templates
No
Fundraising Management
No
Investor Management
No
Pitch Presentation
No
Social Sharing
Yes
Step-by-Step Wizard
No