
LivePlan
7.6#2 in financial forecasting softwareFrom $15 a monthAndroidiOSWebmacOS
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| Fact | LivePlan | Lumio360 Planning |
|---|---|---|
| Compliance | The 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 plan | Yes | No |
| Integrations | The 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 users | The 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. |
| Purpose | LivePlan 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 suits startups and established companies preparing plans and monitoring financial forecasts. Advisors, educators, and SBA partners are also among the audiences for its offerings.
You want what its maker publishes above — check its page for the details.