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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 BP Builder?

BP Builder is a cutting-edge financial planning tool enhanced by artificial intelligence, which revolutionizes the way businesses approach project discussions by producing a detailed financial forecast. Users provide essential information regarding their products, pricing strategies, expenses, hiring intentions, possible loans, and various operational factors, while the platform engages them with around twenty structured inquiries to develop the forecast in real-time. The resulting business plan includes an income statement, a month-by-month cash flow projection, strategies for managing debt, assessments of working capital requirements, a financing strategy, and predictions for potential cash shortfalls. Each numerical figure in the plan is associated with a transparent assumption that can be easily examined and adjusted, allowing users to test different scenarios without the tedious process of manually reconstructing spreadsheets. Moreover, the tool detects discrepancies and automatically updates the model whenever assumptions change, backed by a financial engine that ensures the balance sheet remains accurate and reliable. This smooth integration of inputs and outputs significantly boosts users' capacity to make well-informed financial decisions promptly and effectively. Furthermore, BP Builder's user-friendly interface empowers entrepreneurs to confidently navigate complex financial landscapes with ease.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations Supported

Microsoft Excel

API Availability

API Availability

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

Pricing not provided

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac
Chromebook
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Palo Alto Software

Date Founded

1988

Company Location

United States

Company Website

www.liveplan.com

Company Facts

Organization Name

Okimia

Date Founded

2019

Company Location

France

Company Website

bp.okimia.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

Business Plan

Not specified

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