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LivePlan vs Lumio360 Planning

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LivePlan

7.6#2 in financial forecasting softwareFrom $15 a month
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What both publish

FactLivePlanLumio360 Planning
ComplianceThe company says it submits an SAQ A 3.2 self-assessment for PCI compliance and can provide its certificate upon request after an NDA.The security page lists GDPR and UK GDPR compliance and says SOC 2 Type II and ISO 27001 are pending.
Free planYesNo
IntegrationsThe documented accounting integrations are QuickBooks Online and Xero.The site says users can connect their ledgers but does not name specific integration partners on the pages reviewed.
Intended usersThe pricing page describes uses for startups and established companies, and lists offerings for advisors, educators, and SBA partners.Planning is aimed at heads of finance and CFOs, FP&A managers, and finance controllers who own planning.
PurposeLivePlan is a web-based service for writing and managing business plans and tracking financial performance.Lumio360 Planning connects budgeting and forecasting to closed actuals in the same platform as close and consolidation.

LivePlan plans

  • Standard$15 a month
  • Premium$30 a month
  • LivePlan Expert$30 a month
  • LivePlan Expert (add-on)$30 a month

Lumio360 Planning plans

  • Foundation£249 a month
  • Professional£499 a month
  • Finance OS£749 a month

Pick LivePlan if…

LivePlan suits startups and established companies preparing plans and monitoring financial forecasts. Advisors, educators, and SBA partners are also among the audiences for its offerings.

Pick Lumio360 Planning if…

You want what its maker publishes above — check its page for the details.

Charts they share