Budgeting & forecasting software for small businesses

Create cash flow forecasts and track key metrics with an AI-powered solution that's simple to use.
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All subscriptions come with a 35-day money-back guarantee
overview of revenue and projected cash dashboard in LivePlan

Some of our fans:

Understand your finances at a glance
— no spreadsheets or complicated apps
‍

overview of revenue dashboard comparing forecast to actuals

Real-time forecasting that's simple & insightful

  • Quickly create a starting forecast from your accounting data
  • Automatic updates to your profit and cash forecasts give you a more accurate prediction of the future
  • Compare your forecast to actuals and see where you need to make adjustments
  • Ease your anxiety and confidently know you can cover things like payroll and other expenses, today - and in the future

Avoid costly mistakes
with "what-if" scenarios

Understand how decisions you're considering today, might affect the financial future of your business using up to 10 forecast scenarios. Confidently answer questions like:
  • Should I hire more staff and can I cover payroll?
  • How much funding should I ask for?
  • What is my cash runway?
  • What would happen if sales dropped?
  • How can I plan to pay down my debt?
cash flow forecast compared to price increase scenario
Mauricio Rodriguez, LivePlan customer and owner of FletNet
“We might think that we're doing great right now as a company, but the forecast is the most important thing we can track [...] LivePlan gives me a simple thumbs up or thumbs down. I can measure along the way, and it gives me a heads up when I need to pivot on something or make an adjustment. The data is there, so I can focus on status and results.”
Mauricio Rodriguez
Owner, FletNet
Fletnet logo
net profit forecast vs actuals

Financial dashboards
anyone can understand

  • Spot opportunities with 20+ trend metrics that allow you to easily compare actuals vs forecast
  • Visualize your data with automatically created charts and graphs that update in real-time
  • Keep partners, board members, or other stakeholders updated by adding them as users

Gain industry insights
with benchmark data

  • Compare how your business is doing to competitors in your industry and location
  • See if your budgets or forecasts are reasonable when compared to industry averages
  • Get benchmarks for 13 data points including profit, cash, productivity, and spending
benchmark comparison of revenue spent on marketing

The forecasting and budgeting app made
for small businesses

QuickBooks and Xero integration logos

One-click QuickBooks and Xero integrations

LivePlan pulls in your accounting data for the current year and up to two past fiscal years. Your data will be up-to-date and accurate.

Stay on track with your performance goals

Are you charging enough? Will you meet your revenue goals? LivePlan's forecasting tool can answer these types of questions at a glance.

No spreadsheets.
No complicated math.

Plug in your industry and location, and LivePlan will tell you how you're doing compared to businesses just like yours.

Get started with LivePlan today

Everything you need to build your small business forecast and budget
$
40
/mo
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Powerful forecast and budgeting features include:

Industry Benchmark Data
"What If" Scenarios
Performance Dashboards
Real-Time Profit & Cash Forecasting
Export To Excel
Step-By-Step Instructions
Lender-Ready Statements
Full Financial Forecast
AI Powered LivePlan Assistant
Sync With QuickBooks & Xero

Join over 1 million small business owners who found success with LivePlan

Build my budget
35-day money-back guarantee.
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