LivePlan

Reporting , Accounting

Make better business decisions by creating smart budgets and sales goals and then tracking your progress towards those goals with one easy-to-use dashboard.

Make better business decisions by creating smart budgets and sales goals and then tracking your progress towards those goals with one easy-to-use dashboard.

View integration details

About LivePlan

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 rely on 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.

Explore all Features of LivePlan

LivePlan + Xero

Ditch the spreadsheets! LivePlan syncs to 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 better than our competitors’?”

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.
Use the sign up page link to create your LivePlan account
Log into LivePlan and go to the Dashboard
Use the Sync feature to connect your Xero account

Explore how to setup LivePlan

Summary


Added on

01/09/2015

Integration details


Xero

Countries

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

Languages

LivePlan software is English, but it outputs to 5 other languages

Categories


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