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An easy financial dashboard designed for small businesses

  • Create budgets and forecasts in minutes
  • Share visual reports that are easy to understand
  • Spot new growth opportunities for your business
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Take a 90 second video tour

Here's how it works...
Build smart budgets faster
LivePlan is the simple, pain-free alternative to spreadsheets.
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Discover your trends
Sit back and watch your business grow.
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Get quick access to key data
Sync QuickBooks or Xero with LivePlan and never run a report again.
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Manage your goals
How much do you want to make? What do you want to spend?
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Pull deeper insights from your accounting data

Accounting systems provide only basic information about the health of your business. LivePlan turns this raw data into powerful insights.

Charts and graphs help you better understand what the numbers really mean, which makes it easier to answer questions like: “Should I be charging more?” or “Do I need to adjust my hours?”

LivePlan also uses built-in formulas made exclusively to help small businesses reduce costs, improve revenue, and grow profits. Try LivePlan for free »

Know how you stack up against competitors

LivePlan's Industry Benchmark data helps you understand your market, so you can make more informed decisions. Enter your industry and location, and you can see at a glance how your key performance metrics compare to similar companies. Use these insights to help guide how you grow your business. Try LivePlan for free »

Discover new ways to grow your business

Uncover big growth opportunities you might have otherwise missed. Visual dashboards make it easy to compare your key business metrics to last year or last month. This allows you to spot data trends that can help you figure out new ways to improve revenue or reduce costs.

Track your performance against your goals, identify trouble spots, and then refine your business strategy to grow faster. Try LivePlan for free »

Get faster access to key data

Always know how your business is doing—without running reports from your accounting system.

By connecting your Xero or Quickbooks account to LivePlan, you'll get updates on your key business numbers in real-time. That way, you can keep tabs on your company anytime, anywhere. It's also easy to update your data manually within LivePlan if you're not using Xero or Quickbooks. Try LivePlan for free »

Quickly build smart budgets and forecasts

Budgeting with spreadsheets is clunky and time-consuming — even if you're a pro at Excel.

Because LivePlan syncs with your accounting software, you can create forecasts and smart budgets in half the time. And if you ever get stuck, simply follow the step-by-step instructions. Try LivePlan for free »

The LivePlan Scoreboard tracks:
Sales
Expenses
Accounts receivable
Accounts payable
Your cash in the bank
Profits
And much more
Revenue Forecast
Not started yet
Go to this section
In this section:
  • Revenue Forecast
  • Revenue by Month
  • About the Revenue Forecast
Personnel Plan
Not started yet
Go to this section
In this section:
  • Personnel Table
  • About the Personnel Plan
Budget
Not started yet
Go to this section
In this section:
  • Budget Table
  • Expenses by Month
  • About the Budget
  • Startup Costs
2 easy ways to share your data
Give investors, team members, and partners direct access to your Scoreboard or share dashboards with them as PDF downloads.
Never run a report again
LivePlan automatically builds all end-of-month reports for you, so you don't have to spend time creating them within your accounting program.
Bank-grade security
LivePlan uses the same security and safety measures as the world's top financial institutions. It also goes through regular security audits to ensure that our service is as safe as possible at all times.
Built by Entrepreneurs, for Entrepreneurs
We know how frustrating and time consuming it can be to track your business numbers, so we built a solution that we wanted to use ourselves.

Paul Jarrett

CEO, Bulu Box

“The Dashboard has been crucial for helping me and our investors quickly understand the state of our company and having the ability to drill down into the details when needed”

Ryan Clower CPA

Owner, M. White &
Associate, LLP

“The Dashboard feature shows us and our clients where their financials are in real-time without having to send complicated reports. Our clients just want an easy-to-read dashboard solution, and LivePlan provides that for them.”

Jennifer Katrulya, CPA

Owner, BMRG Group
Advisory Program

“The LivePlan Dashboard gives me the ongoing reality check that tells me where my clients are really excelling and also where we need to step up and make improvements.”
Some of our fans
Get your financial dashboard today
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Who is Palo Alto Software?
We're the leaders in business planning software. We've been around for almost 30 years, and are the makers of Business Plan Pro, the best-selling desktop business plan software in the world. Our company was founded by a business planning expert, and our mission is to help small businesses succeed Read more about Palo Alto Software »
How can I pay for LivePlan?
Currently we accept Visa, MasterCard, and American Express.
How do I add users?
Once you're set up, just go to your Account tab and you'll see all your options. It's easy to add users or readers - input their email address and send the invitation. See pricing for additional users. Need more than 5 users or 4 active companies? Contact us for volume pricing »
Do I have to sign a long-term contract?
Nope. You pay monthly or annually (your choice), with no commitment or contract to sign. You can cancel any time, though we can't prorate payment if you close your account mid-cycle. You can find all the fine print here.
Will LivePlan work in my browser?
Probably. LivePlan supports the following browsers:
Internet Explorer 8.0+ (Windows only)
Firefox, two latest releases only (Windows and Mac)
Safari, two latest releases only (Mac only). For best results, use LivePlan on your desktop or laptop.
Google Chrome, current version only (Windows and Mac)
Tell me more about the money-back guarantee.
We think you're going to love LivePlan. But on the off chance you don't, you have 60 days to cancel and request a refund. Just give us a call or send us an email and we'll take care of it.
What happens to my plan if I cancel my account?
Don't worry, you can take your plan with you when you go. If you decide to end your LivePlan subscription, just export your plan to Microsoft Word before you sign out for the last time. We'll miss you, but we understand.
What's your privacy policy?
We understand how important your personal information is to you. We are committed to keeping it strictly confidential. Your privacy is not for sale -- we will never sell, rent, or otherwise abuse the private information you have trusted us with. Read our full privacy policy »
How safe is my data?
Our software infrastructure is updated regularly with the latest security patches. Our products run on a dedicated network that is locked down with firewalls and carefully monitored. We run third-party security scans every day to make sure our infrastructure is highly secure and completely up-to-date. Read our full security policy »
What if I need help?
Help from a real live person is just a phone call, online chat, or email away. If you've got questions, we've got answers. Our customer support team works out of the same office as our developers, managers, and even the CEO, and we take customer service very seriously. We want to hear your feedback and suggestions, as well as answer any question you may have. So feel free to contact us at 1-888-498-6136 or send an email to help@liveplan.com.