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 + 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
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