An easy financial dashboard designed for small businesses

  • Visual financial dashboards give you the insights you need
  • Spot new growth opportunities for your business
  • Automatically create budgets and forecasts in seconds

Take a 90 second video tour

Here's how it works...

Dashboard Progress Screenshot

Insight Icon Business dashboards in minutes

We know you'd rather be working to hit your goals than setting up financial dashboards for your business. The LivePlan Dashboard connects directly with your accounting software (QuickBooks and Xero) and sets up your business dashboard automatically — no customization or coding required. Try LivePlan for free »

Make sense of the numbers without using spreadsheets

Using spreadsheets to analyze your financials is painful — it often requires building complex pivot tables or toggling between multiple documents. But with the LivePlan Dashboard, you can quickly build visual reports and summaries that show what your financial data really means — all without spreadsheets. Try LivePlan for free »

Dashboard Trends Screenshot
Dashboard PDF Reports

Beautiful PDF reports for printing and sharing

Need to share financial reports with investors, a board of directors, or a management team? Skip the standard, boring reports that you get from your accounting tools. Instead, use the LivePlan Dashboard to download and print impressive visual reports that will keep your audience engaged. Try LivePlan for free »

Dashboard Metrics Screenshot

Compare your results to the competition

With built-in industry benchmark data, you can easily compare your results to businesses just like yours and see how you stack up. Try LivePlan for free »

Key Data Icon Get faster access to key data

Always know how your business is doing—without running reports from your accounting system.

By connecting your Xero or Quickbooks account to LivePlan, you'll get updates on your key business numbers in real-time. That way, you can keep tabs on your company anytime, anywhere. It's also easy to update your data manually within LivePlan if you're not using Xero or Quickbooks. Try LivePlan for free »

Dashboard Data Import Screenshot
Dashboard Classes Screenshot

Full support for QuickBooks Classes

Do you use Classes in your accounting software to differentiate locations or lines of business? LivePlan's Dashboard shows all your important financial information by Class, as well as forecasting stream. Try LivePlan for free »

Goals Icon Automatic budgeting and forecasting

LivePlan takes the pain out of your budgeting and forecasting process. Just import your accounting data and apply growth rates or tweak the numbers manually — you’ll have a complete forecast and budget in no time.

The LivePlan Dashboard will automatically compare your forecasts to your accounting data, so you can see if you're meeting your goals — anytime, anywhere.

Reach your goals faster by tracking your progress

Companies grow 30 percent faster when they track their progress towards their financial goals. With LivePlan's Dashboard, you get a simple way to do just this. You can easily monitor your revenue, scrutinize your expenses, and make adjustments to ensure you reach your goals. Try LivePlan for free »

Dashboard Projections Screenshot
Dashboard Scenarios Screenshot

Explore opportunities with scenarios

What would happen if you hired more employees? What if sales are better than expected? LivePlan lets you easily explore different situations with financial scenarios. Create scenarios for different ideas and then see how that impacts your numbers. Try LivePlan for free »

Built by Entrepreneurs, for Entrepreneurs
We know how frustrating and time consuming it can be to track your business numbers, so we built a solution that we wanted to use ourselves.
Jarret Headshot

Paul Jarrett

CEO, Bulu Box

“The Dashboard has been crucial for helping me and our investors quickly understand the state of our company and having the ability to drill down into the details when needed”
Clower Headshot

Ryan Clower CPA

Owner, M. White &
Associate, LLP

“The Dashboard feature shows us and our clients where their financials are in real-time without having to send complicated reports. Our clients just want an easy-to-read dashboard solution, and LivePlan provides that for them.”
Katrulya Headshot

Jennifer Katrulya, CPA

Owner, BMRG Group
Advisory Program

“The LivePlan Dashboard gives me the ongoing reality check that tells me where my clients are really excelling and also where we need to step up and make improvements.”
Some of our fans
Stanford Logo Entrepreneur Logo NYU Stern Logo CNN Money Logo Inc. Logo Wharton Logo
Get your financial dashboard today

Who is Palo Alto Software?

We're the leaders in business planning software. We've been around for almost 30 years, and are the makers of Business Plan Pro, the best-selling desktop business plan software in the world. Our company was founded by a business planning expert, and our mission is to help small businesses succeed Read more about Palo Alto Software »

How can I pay for LivePlan?

Currently we accept Visa, MasterCard, and American Express.

How do I add users?

Once you're set up, just go to your Account tab and you'll see all your options. It's easy to add users or readers — input their email address and send the invitation. See pricing for additional users. Need more than 5 users or 4 active companies? Contact us for volume pricing »

Do I have to sign a long-term contract?

Nope. You pay monthly or annually (your choice), with no commitment or contract to sign. You can cancel any time, though we can't prorate payment if you close your account mid-cycle. You can find all the fine print here.

Will LivePlan work in my browser?

Probably. LivePlan supports the following browsers:
Internet Explorer 8.0+ (Windows only)
Firefox, two latest releases only (Windows and Mac)
Safari, two latest releases only (Mac only). For best results, use LivePlan on your desktop or laptop.
Google Chrome, current version only (Windows and Mac)

Tell me more about the money-back guarantee.

We think you're going to love LivePlan. But on the off chance you don't, you have 60 days to cancel and request a refund. Just give us a call or send us an email and we'll take care of it.

What happens to my plan if I cancel my account?

Don't worry, you can take your plan with you when you go. If you decide to end your LivePlan subscription, just export your plan to Microsoft Word before you sign out for the last time. We'll miss you, but we understand.

What's your privacy policy?

We understand how important your personal information is to you. We are committed to keeping it strictly confidential. Your privacy is not for sale — we will never sell, rent, or otherwise abuse the private information you have trusted us with. Read our full privacy policy »

How safe is my data?

Our software infrastructure is updated regularly with the latest security patches. Our products run on a dedicated network that is locked down with firewalls and carefully monitored. We run third-party security scans every day to make sure our infrastructure is highly secure and completely up-to-date. Read our full security policy »

What if I need help?

Help from a real live person is just a phone call, online chat, or email away. If you've got questions, we've got answers. Our customer support team works out of the same office as our developers, managers, and even the CEO, and we take customer service very seriously. We want to hear your feedback and suggestions, as well as answer any question you may have. So feel free to contact us at 1-888-498-6136 or send an email to help@liveplan.com.