It only connects to Xero and Quick Books and you have no control over the data or time period that it syncs at all - current year plus last two years, which is rubbish if your business has pivoted and you only want the last six months data for example.
Whats worse is you cant roll back the sync - you have to manually delete all sync'd data.
While creating a business plan from scratch can seem daunting, there are various computer software programs on the market that can assist business owners in this task.
Developed by Jian Software, Biz Plan Builder can be purchased for use on both Mac and PC computers.
Live Plan is helping my business grow because I am able to stay organized with goals and milestones as we are meeting them.
I can see firsthand what is allowing my company to grow and where we need to make changes to be successful.
I really liked working with Live Plan to build a business plan.
Live Plan helped me with having a template available to build my business plan upon.
I love that I can change and expand my business plan at any time!
I can also share my plan with potential investors and feel confident that it is both organized and professional.