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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 Business Sorter?

Business Sorter simplifies the process of organizing and executing your business strategy. Rather than beginning from the ground up, you have access to a diverse selection of content to choose from. This straightforward card-sorting method allows you to assess your business quickly, thereby minimizing the time required for planning. You have the flexibility to tailor your plan according to your specific requirements, assign responsibilities, and establish budgets and timelines. Additionally, useful guidance is provided at each stage to assist both you and your team in areas where you might lack experience. Ultimately, effective planning and execution are crucial for achieving business success. When your team remains focused on their main objectives and has clear insight into their progress, your business is more likely to operate efficiently and generate higher profits. Embracing a structured approach can lead to long-term benefits and sustained growth.

Media

Media

Integrations Supported

Xero
QuickBooks Online
QuickBooks Online Advanced

Integrations Supported

Xero

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

$10.00/month Small Team
$30.00/month Medium Team
$80.00/month Large Team
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac
Chromebook
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub

Company Facts

Organization Name

Palo Alto Software

Date Founded

1988

Company Location

United States

Company Website

www.liveplan.com

Company Facts

Organization Name

Business Sorter

Date Founded

2015

Company Location

New Zealand

Company Website

www.businesssorter.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

Business Plan Templates
Collaboration
Dashboard
Social Sharing
Step-by-Step Wizard

Strategic Planning

Dashboard
Goal Setting / Tracking
Roadmapping

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