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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

Visuant, a business performance software, collects all your data in one place. It includes balanced scorecards and charts and graphs, real time dashboards, and corrective actions for underperforming metrics. To hold your team accountable, eliminate multiple spreadsheets and create one source of truth. Request a personal, 20-minute demo of Visuant Business Manager Software at a time that suits you. Visuant business software increases engagement, accountability, performance-driven decision-making, and improves engagement.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

FactoryTalk No 
IBM Cloud SAP No 
IBM Managed Services for SAP Applications No 
JD Edwards EnterpriseOne No 
Microsoft Entra ID No 
Okta No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 

Integrations

FactoryTalk Yes 
IBM Cloud SAP Yes 
IBM Managed Services for SAP Applications Yes 
JD Edwards EnterpriseOne Yes 
Microsoft Entra ID Yes 
Okta 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

$660.00
Annual subscription starting at $8,000 On-Premise or $8,900 SaaS
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 Yes 
On-Premises Yes 
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) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Palo Alto Software

Founded

1988

Country

United States

Website

www.liveplan.com

Vendor Details

Company Name

Competitive Solutions

Founded

1991

Country

United States

Website

csipbl.com/software/

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

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations Yes 
Interactive Yes 
KPIs Yes 
OLAP No 
Private Dashboards Yes 
Public Dashboards Yes 
Scorecards Yes 
Themes Yes 
Visual Analytics Yes 
Widgets No 

Data Visualization

Analytics Yes 
Content Management No 
Dashboard Creation Yes 
Filtered Views Yes 
OLAP No 
Relational Display Yes 
Simulation Models No 
Visual Discovery Yes 

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