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What is LivePlan?

LivePlan is the top-rated business planning and management software designed to enhance the success of small business owners and entrepreneurs. With LivePlan, formulating a dynamic business plan is straightforward, as it provides step-by-step instructions, illustrative examples, and expert assistance, ensuring your plan meets the expectations of lenders or investors. Forget about complicated spreadsheets and intricate formulas; LivePlan's automated financial tools and built-in calculations allow you to minimize the time spent on number analysis, enabling you to concentrate on what truly matters. By syncing with QuickBooks or Xero, you can rapidly develop budgets, forecasts, and financial statements using your actual data, streamlining your financial management process. You can also access industry benchmarks to evaluate your business performance and identify potential areas for improvement compared to similar-sized companies in your sector. The software allows you to create various financial scenarios and projections, providing insights into how current business decisions will influence future outcomes. Gain the confidence to tackle critical questions like: - How will I utilize this funding to expand my business? - When is the right time to increase my staff size? - Is opening an additional location a viable option? By leveraging these tools and insights, you can become a more assured business owner and strategically guide your enterprise from the outset and beyond. With LivePlan, you're not just planning; you're building a sustainable future for your business.

What is AchieveIt?

Enhance your execution and oversee strategic initiatives effectively. AchieveIt stands out as the premier tool for planners and leaders, enabling team alignment to a shared vision while providing a clear view of progress. It facilitates real-time tracking of execution performance, addressing the inherent flaws in most planning and execution workflows. Although some individuals turn to project management software or business intelligence tools, the majority still rely on Excel and PowerPoint, which are ill-suited for plans that require cross-departmental or multi-location collaboration. Say goodbye to tedious update procedures, endless status meetings, and cumbersome email requests. With AchieveIt, automated update requests streamline the collection of information, allowing for more frequent updates as needed. This innovation transforms weekly processes into immediate feedback on new data, while automated dashboards enable proactive responses. Consequently, decision-making becomes swifter and more informed. Furthermore, the ability to view all plans on a single dashboard empowers users to swiftly pinpoint trends, identify weaknesses, and celebrate successes, ultimately fostering a more agile and responsive planning environment. This holistic approach ensures that every aspect of strategy execution is closely monitored and optimized for better results.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

$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

Pricing Information

Tiered pricing based on features & users

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac
Chromebook
Linux

Supported Platforms

SaaS
iPhone
iPad
Chromebook

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Palo Alto Software

Date Founded

1988

Company Location

United States

Company Website

www.liveplan.com

Company Facts

Organization Name

AchieveIt

Date Founded

2010

Company Location

United States

Company Website

www.achieveit.com

Categories and Features

Business Management

Billing & Invoicing
Financial Management
Time & Expense Tracking

Business Plan

Business Plan Templates
Collaboration
Dashboard
Financial Projections
Financial Templates
Pitch Presentation
Social Sharing
Step-by-Step Wizard

Financial Reporting

"What If" Scenarios
Balance Sheet
Cash Management
Forecasting
Income Statements
Multi-Company
Profit / Loss Statement

Graphing

Not specified

Sales Forecasting

Competitor Analysis
Dashboard
Performance Metrics
Sales Trend Analysis

Spreadsheet

Analytics
Charting
Multi-User Collaboration
Templates

Categories and Features

Collaboration

Calendar Management
Chat / Messaging
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control

Project Management

Agile Methodologies
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Traditional Methodologies

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Scenario Planning
Scorecards

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