LivePlan vs XLReporting
LivePlan
liveplan.com
XLReporting
xlreporting.comSide by side
| Figure | LivePlan | XLReporting |
|---|---|---|
| Price from | $15/mo | — |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | Yes |
| macOS | Yes | Yes |
| Linux | — | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| Plans published | 6 | 0 |
| Spec score · Financial Forecasting Software | 8.4 (#6) | 7.3 (#48) |
| Founded | 2011 | 2009 |
| Headquarters | Eugene, Oregon, United States | Utrecht, Netherlands |
| Integrations | The documented accounting integrations are QuickBooks Online and Xero. | Named integrations include Xero, QuickBooks, Exact Online, Twinfield, Visma, Excel, Dropbox, OneDrive, Google Drive, and AWS. |
| Intended users | The pricing page describes uses for startups and established companies, and lists offerings for advisors, educators, and SBA partners. | The company describes its team as finance experts specializing in financial reporting, consolidation, and budgeting, and says its solution is for finance professionals. |
| Purpose | LivePlan is a web-based service for writing and managing business plans and tracking financial performance. | XLReporting is an online planning and reporting platform for consolidating, reporting, and forecasting. |
| Security | LivePlan says data is written to multiple disks immediately, backed up daily and stored in multiple locations. | XLReporting states it is GDPR compliant and ISO 27001:2022 certified. |
| Support | LivePlan provides weekday live chat and email support plus group onboarding and a help center. | All plans include email support and access to the support center and knowledge base; Enterprise plans include direct access to experts for setup help. |
Plans
LivePlan
- Standard$15 a month
- Premium$30 a month
- LivePlan Expert$30 a month
- LivePlan Expert (add-on)$30 a month
- Standard$180 a year
- Premium$360 a year
In their own words
LivePlan
LivePlan is a web-based service for creating business plans and monitoring financial performance. Its income statement, cash flow, and balance sheet forecasts are connected, so changing an assumption updates them together. The service includes AI-based idea validation and geography-specific market research that LivePlan says draws on more than 50 verified sources. Users can turn plans into presentations, edit them in LivePlan, and export them as PDF or PowerPoint files. QuickBooks Online and Xero connections bring accounting data into forecasts and dashboards, and the service includes more than 550 sample plans. Standard and Premium each list one active company, five contributors, and unlimited guests; only one company may be active at a time. LivePlan works on Android, iOS, macOS, web, and Windows, but requires an internet connection for all functions and has no mobile app. It lists chat and weekday email support. There is no free trial; LivePlan advertises a 35-day money-back guarantee. Standard is $20 a month and Premium is $40 a month, both billed monthly.
XLReporting
XLReporting is a cloud planning and reporting platform for finance professionals, with tools for consolidation, reporting, and forecasting. It creates interactive financial and management reports, dashboards, and drilldown views. Teams can build budgets and forecasts with multiple versions, approval workflows, automated consolidation, rolling forecasts, and scenario modeling. Data can come from finance systems, files, cloud storage, databases, and API-connected systems; more than 40 connectors are available. Named finance integrations include Xero, QuickBooks, Exact Online, Twinfield, Visma, and Sage. Plans include 20 standard reports, with extra reports available for purchase; report runs and users are unlimited. It works in a browser on desktop, tablet, and mobile, and supports Windows, macOS, and Linux computers. Pricing starts at €530/mo, with a 14-day free trial and no free plan. XLReporting says it is GDPR compliant and ISO 27001:2022 certified, with EU data centers, encryption, daily backups, and 99.9% uptime.