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LivePlan

By LivePlan
4.12 out of 5 stars
 9 reviews
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Budgeting, forecasting and financial dashboards that help small businesses grow.
Rated
4.1
out of 5
Reviewed by
9
Xero users
Listed for
9 years
August 2015
Key functions
Accountant tools
Reporting

LivePlan can help your business

  • Manage operations

    • Manage inventory

  • Access finance for growth

    • Plan required finances

  • Changes in business

    • Change in economic circumstances

  • Help and advice for business

    • Advise
    • Planning and budgeting

Overview

LivePlan is for small business owners, accountants and advisors. Plan, track, and manage your business. Anywhere.

For Small Businesses
LivePlan turns your accounting data into easy-to-understand dashboards that help guide your decision-making. Create smart budgets, forecasts and visual financial reports in minutes.

For Accountants & Advisors
Thousands of accountants use LivePlan to deliver efficient and profitable advisory services. Help your clients set smart goals, track their profits and cash flow and refine their business strategies — all within a step-by-step framework.

LivePlan
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LivePlan + Xero

Ditch the spreadsheets! LivePlan syncs with your Xero accounting data in real time, and creates useful infographics so you know the pulse of your business at all times. Quickly identify trends in your numbers and then use those insights to better manage your business.

You can also compare your key metrics to similar businesses. This helps you answer questions like, “How does our profit compare to the industry average?” and, “Is our net profit per employee the same as others in our industry?”

Plus, LivePlan makes it easy to build a polished, one-page business plan that's designed to impress investors.

Getting started

It’s a snap to connect Xero to LivePlan.

Log into LivePlan and go to the Dashboard

Click "Connect My Accounting Solution" to connect your Xero account

Screenshot 1 for app LivePlan

Reviews & ratings

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4.1 out of 5 stars
9 Reviews

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Most recent reviews

FG
Fabien Gendron
Posted 22 Sep 2020
4 out of 5 stars
I've been using LivePlan for over five years - first for our own CPA firm and, as time went on, for clients as well. I really like its simple forecasting, dashboard and business plan drafting tool. So many forecasting tools have a sharp learning curve and overload of options/features - LivePlan shines by keeping it all simple and nimble. Might not be suited if for businesses that have complex inventory, deferred revenue, or such, but it does a very good job otherwise. I took a star off because I've had three or four instances (over those five years) where the Xero integration broke for no apparent reason and couldn't be restored or reset by our team. LivePlan's support has been able to fix/restore things in the background in all instances, but we've lost some days and had to reschedule client meeting for it. So, I wish they'd put a bit more resources towards having a 99.99% Xero integration stability.

Response from LivePlan8 Oct 2020

Fabien, thanks so much for your feedback. We value your input as a long-time user of LivePlan. I want to assure you that our integration with Xero is stable. From time to time some account-specific issues may come up that interfere with LivePlan and Xero successfully syncing. Our in-house customer advocacy team (https://www.liveplan.com/contact_us) is highly trained, available, and always happy to resolve these issues if they ever arise. Thank you for being such a loyal LivePlan customer!
KP
Karen Panckhurst
Posted 17 Oct 2019
5 out of 5 stars
Straight forward integration with Xero and it took very little time to find my way around LivePlan and use the Forecasting functionality. Would absolutely recommend it as a management tool.
RD
Randal DeHart, PMP, QPA
Posted 5 Jul 2018
Has anyone used Live Plan lately? If so what are your current experiences with it? Does Xero have built-in reporting equal to or better than Live Plan?
One person found this review helpful.

Response from Xero6 Jul 2018

Hi Randal - this page is just for reviews on the integration (as you can only comment once), so you'll be best to post over in the Using Xero Connected Apps (https://community.xero.com/business/topic/68141/) section where you can have a discussion with others :)
View all reviews

Additional info

Functions

Accountant toolsReporting

Industries

Accounting

App details

By LivePlan
Added in 2015

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supporthelp@liveplan.com

Contact

1-888-498-6136

Follow

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Get started with LivePlan

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.