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What is Project.BI?

Effortlessly Enhance Reporting with Intuitive Dashboards Make strategic decisions and boost productivity in your advertising agency with Project.BI's cutting-edge software! Embarking on your business intelligence journey has never been easier. Seamlessly connect to your data using our user-friendly connection wizard to aggregate information from multiple sources. Explore your data analysis thoroughly with our all-encompassing industry-standard dashboards. With a vibrant selection of pre-built analytics dashboards based on best practices, Project.BI provides an engaging and informative experience for every user. The STAFF metrics are presented clearly, making it easy to grasp your most valuable asset. Insights into CLIENTS & JOBS enable you to monitor client statistics and evaluate job performance more effectively. The FINANCE & SUMMARY section presents executive metrics and financial dashboards, offering a comprehensive overview of your organization’s health. Access your dashboards effortlessly on any device, thanks to our HTML5 framework, which ensures that you can stay updated on mobile phones, tablets, and laptops. With Project.BI, making data-driven decisions has never been more straightforward or impactful, empowering you to thrive in a competitive landscape. By harnessing the power of advanced analytics, your agency is poised for unparalleled success.

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

Deltek WorkBook

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Xero

API Availability

API Availability

Pricing Information

$11 per user, per month
Free Version
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

SaaS

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac
Chromebook
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

Project.BI

Date Founded

2020

Company Location

Denmark

Company Website

project.bi

Company Facts

Organization Name

Palo Alto Software

Date Founded

1988

Company Location

United States

Company Website

www.liveplan.com

Categories and Features

Business Intelligence

Not specified

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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