PlanGuru
Budgeting, forecasting, and financial analytics software for accounting firms and business advisors to create detailed financial projections.
LivePlan
LivePlan is a business planning and financial forecasting platform that helps create professional business plans, budgets, and financial projections. It includes step-by-step guidance, industry benchmark data, and automated financial statements (income statement, balance sheet, cash flow).
Accounting firms use LivePlan for advisory services — startup planning, loan-readiness assessments, and ongoing performance tracking with budget-vs-actual dashboards. The platform integrates with QuickBooks and Xero, pulling real-time financial data into plans so projections stay grounded in actual performance. Industry benchmarks let firms show clients how they compare to similar businesses.
LivePlan is best suited for firms advising startups, businesses seeking financing, and clients that need formal business plans. Its focus is on business planning rather than pure financial modelling — firms needing more granular forecasting tools (driver-based models, multi-scenario analysis) typically use Jirav or PlanGuru.
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