Build Your Business Budget
Spend smarter with a guided budgeting tool
Follow a step-by-step process to create an accurate business budget — even if you have no financial background.
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Creating an accurate budget is tricky without any guidance
- What are all the financial details that should be included?
- How do you know all your calculations are correct?
- Are you budgeting in the right format? And using the right terminology?
LivePlan walks you through the entire budgeting process
Get detailed guidance every step of the way
Not sure how to get started? Or what details to include? LivePlan gives you a step-by-step process for completing every aspect of your budget.
- Build profit & loss statements, cash flow forecasts and more
- Read definitions of key terms and metrics
- Get AI-generated suggestions if you're not sure what to include
Using Xero or QuickBooks?
Build your budget five times faster than with spreadsheets by syncing your accounting data with LivePlan. You'll get a draft budget, based on historical data, that you can use as a starting point.
See how LivePlan works with:
Build multiple budgets to test different scenarios
What if you hired more staff? Or spent more on inventory? Try out different spending scenarios to see how they impact your finances. You'll get five-year projections for profit and loss, cash at the end of the year and other metrics.
Learn More About ScenariosBudget smarter using industry benchmarks
Better understand how much you should be spending on marketing, rent and more with built-in industry benchmark data. It's a quick way to compare your budget to similarly sized businesses in your region.
- Get benchmark data for 13 data points, including spending and profit metrics
- Compare your forecast and results to industry benchmarks at a glance
- Get data for specific regions and timeframes
Reach your goals faster with performance tracking
Accountability is everything. Track your actual revenue and expenses against your budget to see if your business is headed in the right direction. That way, you can adjust your business strategy based on the data to maximize growth.
- Sync Xero or QuickBooks to get real-time dashboards
- Spot opportunities to reduce expenses
- Set financials goals and understand what it will take to reach them
Plenty of support to help you succeed
Inspiration powered by AI
Instantly generate ideas at each step of your plan. You can also access 550+ sample plans to find one that matches your industry.
Guidance from business experts
Stay on track with video walk-throughs, webinars, and more from business planning experts.
If you ever get stuck, our team will help
If you ever have a question, you can instantly chat with a LivePlan expert.