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Ratings and Reviews 0 Ratings
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What is PlanMagic Business?
PlanMagic Business provides a comprehensive solution to assist you in crafting your business plan and financial forecasts. The Advanced Edition (AE) includes two investor presentations, a dynamic executive dashboard, cutting-edge analyses and scenarios, along with an engaging guide for web marketing.
Additionally, users will benefit from a Microsoft Word template tailored for business plans, a fully automated financial projection tool in MS Excel designed to simulate real-world scenarios, and a PowerPoint presentation template that aids in business planning. The AE version also features a meticulously designed award-winning investor pitch deck. Furthermore, there's an online resource that thoroughly addresses all aspects of business planning and several handy business tools.
Noteworthy extra features include user-friendly interfaces with clear explanations, a print wizard that generates pre-formatted financial documents in various standard paper sizes, and financial calculations that accommodate US sales tax, VAT, GST, or similar. The system also supports multiple currencies for broader usability. The combination of these resources makes it an invaluable asset for entrepreneurs looking to solidify their business strategies.
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.
Integrations Supported
Microsoft 365
QuickBooks Online
QuickBooks Online Advanced
Xero
Integrations Supported
Microsoft 365
QuickBooks Online
QuickBooks Online Advanced
Xero
API Availability
Has API
API Availability
Has API
Pricing Information
$138/one-year/user
Free Trial Offered?
Free Version
Pricing Information
$20/month
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
PlanMagic Corporation
Date Founded
1995
Company Location
United States
Company Website
planmagic.com/business-plan/business-plan.html
Company Facts
Organization Name
Palo Alto Software
Date Founded
1988
Company Location
United States
Company Website
www.liveplan.com
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
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
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
