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Instant Financial Insights

Transform your financial data into clear insights

Let LivePlan’s AI Assistant analyze your business performance and create professional reports automatically.

Build Your Report

Trusted by over 1 million small business owners

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Make confident decisions quickly - without sifting through multiple reports

AI-Powered Analysis

Quick insights, powered by AI

See how you're tracking against your plan with an AI analysis that:

Spots key trends and variances
Highlights areas of success and concern
Suggests practical next steps
Compares performance against your forecast

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Export & Share

Share reports everyone understands

Turn your monthly financial performance into clear PDF reports that keep stakeholders informed and aligned.

Business owner looking at her financials with a graphic showing the monthly review feature. Her revenue was higher than expected.

Instant Insights

Spot trends in seconds

Get an instant view of what's driving your business performance, without touching a spreadsheet.

Make faster, smarter decisions by identifying:

Top-performing revenue streams
Significant expense changes
Priority action items
Growth opportunities

Business owner working with a graphic overlay that shows the Top Movers in expenses for their business.

Stay Cash Healthy

Protect your business's financial health

Stop cash flow problems before they start. Our AI-powered analysis tracks actual versus forecasted performance, alerting you the moment things drift off course by:

Flagging potential cash shortfalls before they happen
Highlighting concerning trends early
Suggesting actions to protect your bottom line

graphic showing cash on hand was higher than expected with an actual result of cash on hand.

Frequently asked questions

How frequently should I review my financial insights?

We recommend you conduct a financial review monthly. While some may consider quarterly reviews sufficient, a monthly cadence allows for quicker responses to changes in the business environment.

How can I access the Monthly Review feature?

LivePlan Premium users can find the Monthly Review section in the Dashboard top navigation.

Can I share the Monthly Review Insights with others?

Yes! You can easily export the entire Monthly Review as a PDF by clicking the "Download PDF" button. These reports make it simple to share insights with your team, investors, or board members.

When can I see my Monthly Review report?

Your Monthly Review is automatically generated on the 1st of each month, analyzing the previous month's performance. For the most accurate insights, make sure you've closed your books first. Need to see updated numbers? You can always regenerate the report after closing the month.