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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.
Integrations Supported
Deltek WorkBook
QuickBooks Online
QuickBooks Online Advanced
Xero
Integrations Supported
Deltek WorkBook
QuickBooks Online
QuickBooks Online Advanced
Xero
API Availability
Has API
API Availability
Has API
Pricing Information
$11 per user, per month
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
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
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
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