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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.

Media

Media

Integrations Supported

Microsoft 365

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Xero

API Availability

API Availability

Pricing Information

$138/one-year/user
The Advanced Edition (AE) is $239.00 and offers an investor pitch, an executive dashboard, state-of-the-art analyses and scenarios as well as an interesting Web marketing guide.
Free Trial Offered?

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

Supported Platforms

Windows

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac
Chromebook
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars

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
Dashboard
Financial Projections
Financial Templates
Pitch Presentation

Sales Forecasting

Competitor Analysis
Dashboard
Performance Metrics

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

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