Present Your Financials
Confidently present your financials to lenders, investors, partners, or board members. LivePlan syncs with QuickBooks or Xero to turn your accounting data into clear visual reports.
Present My Financials Tour LivePlan
Spreadsheets don't work well in presentations
Not everyone on your team has the same business or financial background Turning data into professional-looking charts or graphs can take hours
Show exactly where your business is today and where it's going tomorrow. Charts and graphs update in real-time when synced with Xero or QuickBooks. This gives you an easy way to see how your actual results compare to your forecast. Create dashboards that show:
Turn your financial dashboard into a tidy financial report. Just select what metrics you'd like to include, add an optional summary for context, and LivePlan gives you a PDF file you can email or print. Include these reports in a presentation or provide them to stakeholders before or during your next meeting.
Team members can view your financials at any time in LivePlan. This makes it easy for them to follow along during your budget presentations or leave comments on your financial plan.
Instantly generate ideas at each step of your plan. You can also access 550+ sample plans to find one that matches your industry.
Stay on track with video walk-throughs, webinars, and more from business planning experts.
If you ever have a question, you can instantly chat with a LivePlan expert.
