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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 Free-Plan?

Free-Plan is an invaluable tool for both budding and established businesses seeking to expand, acquire funding, and more, by enabling the development of a comprehensive business plan that caters to both internal stakeholders and external investors. Although it may not be specifically designed for very small businesses, such as those generating less than roughly $250,000 in annual revenue, it provides a wealth of ideas and considerations that can be tailored to create a more concise and user-friendly plan, as outlined in the related Guide. Furthermore, Free-Plan is offered at no charge, giving users the freedom to customize it as they see fit to develop their own unique business plans. It's crucial to understand, however, that redistributing Free-Plan as a template to others is not allowed; interested individuals should be encouraged to visit this page to obtain their own copies. While Biz-Plan and Free-Plan may theoretically share the same foundational content, the various versions of Biz-Plan available online might not always contain the most up-to-date information found in Free-Plan. Consequently, users are strongly advised to depend on Free-Plan for the most current updates and features, ensuring they have access to the latest insights and resources for their business planning needs. In this rapidly evolving market, having access to the most accurate and relevant information can make a significant difference in a company's success.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$20/month
Free Trial Offered?
Free Version

Pricing Information

$129.95
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

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

PlanWare

Company Location

United States

Company Website

www.planware.org/freebusinessplan.htm

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Business Plan

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

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Categories and Features

Business Plan

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

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