An easy financial dashboard for your business
Try LivePlan free for 30 days.
Only $19.95/month after that
LivePlan helps you set business goals — and then achieve them
With LivePlan, you can create smart budgets and sales goals and then track your progress towards those goals with one easy-to-use dashboard. Skip the hassle of Excel and the pain of getting reports out of your accounting software. Use LivePlan and get instant updates on your business health so you know exactly how you’re doing—anytime, anywhere.
Here’s how it works...
Get the insights you need to grow your business

Don’t let your key business numbers stay buried in your accounting system. LivePlan gives you easy-to-understand insights for your key business numbers so you know what you need to do to grow your business. Do you need to charge more? Should you collect money faster? How are your profits?

LivePlan helps you uncover key issues that are impacting your cash flow so that you can ensure that you have the cash-on-hand that you need to run and grow your business.

Discover your trends

LivePlan’s simple, yet powerful Scoreboard gives you the information you need to know how your business is doing compared to your goals, and compared to your past performance. Instantly, you can see how much you’ve grown over the previous month and the previous year.

Intuitive charts and graphs show you the business trends you need to know so that you can make the right decisions and keep growing your business.

Access key data anywhere

You don’t have to run reports from your accounting system to know how your business is doing with LivePlan. Just connect your Xero account to LivePlan and you’ll get instant updates on your key business numbers—anytime, anywhere.

Set a goal and go
LivePlan helps you create the smart budgets and forecasts you need for your business—No MBA or other financial knowledge required. You’ve got help and guidance at every step to make setting goals easy.
The LivePlan Scoreboard tracks:
Who owes you money (accounts receivable)
Who you owe (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
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In this section:
  • Personnel Table
  • About the Personnel Plan
Not started yet
Go to this section
In this section:
  • Budget Table
  • Expenses by Month
  • About the Budget
  • Startup Costs
Share with your team, business partners, and investors
Share your LivePlan Scoreboard for free with as many business partners as you would like. Just give your partners access to LivePlan and they can get all the information they need.
Never run a report again
LivePlan automatically creates all the end-of-month reports you need automatically, so you never have to worry about running reports again.
Ironclad security
We use the same security and safety measures as the world's top financial institutions and undergo regular security audits to ensure that our service is as safe as it can possibly be, at all times.
What is Xero?

Xero is easy to use online accounting software that's designed specifically for small businesses.

  • It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in realtime.
  • Invite your team and work together on financials. You can collaborate over your uptodate numbers.
  • Xero has all you need to run your business - including invoicing, paying bulls, sales tax returns, reporting and much more

Find out more or try Xero Accounting Software for free.

How to connect LivePlan and Xero

LivePlan's simple integration with Xero means you will be able to create a simple business dashboard and forecast your sales and expenses in minutes. Just sign in to LivePlan, connect to your Xero account from the Scoreboard and let LivePlan do the rest.

Read more details in our help center.

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.

Jennifer Katrulya

Advisor to CPA Firms

“The LivePlan Scoreboard gives me the ongoing reality check that tells me where my businesses are really excelling and also where we need to step up and make improvements.”

Robin H Thiemes

Kensington Business
Solutions, LLC

“Live Plan is a great tool for both creating a plan and monitoring your progress as you implement the plan. I especially like the Scoreboard.

Antonina G.

Financials, LLC

“The easy to navigate dashboards, budgeting/forecasting, and projections features enables me to quickly provide and present financial data in a way that makes sense to them.”
Some of our fans
Get your financial dashboard today
Try LivePlan free for 30 days.
Only $19.95/month after that
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