Float Cash Flow vs. LivePlan

Float is great for a startup/small (< 20 employee companies) that have limited resources for keeping an eye on cash flow. Yes, you could hire a contractor CFO, but it would simply be less expensive to use Float and educate yourself a bit about cash flow. For larger companies I feel like you would have a dedicated financial controller or CFO that may already have tools they are familiar with, but this service might also still be useful.

Incentivized

All businesses require solutions and tools for organization and control of expenses, spreadsheets were always the first option, but since the arrival of LivePlan, all work is easier and more automated. With LivePlan we have charts and graphs that are automatically created based on our data, this is a great time and money saver. LivePlan is a tool that has worked from day one and has met our expectations in creating the total budget.

Incentivized

• Cash flow management.
• Forecasting out how much you can spend.
• Quickbooks integration.

Incentivized

• It makes it easy and simple to plan and budget the business.
• It allows creating of accurate business forecasts.
• It has detailed yet easy to use and customize built-in templates to help you get along with business planning easily.
• It integrates and works perfectly well woth accounting tools like QuickBooks such that it is easy to import the accounting data.

Incentivized

• Quickbooks integration could be improved to automatically include recurring transactions.
• Pricing is a little steep for smaller businesses.

Incentivized

• UX: It's beyond time for an overhaul, especially on mobile. It can make the app seem dated.
• The accounting software integration has been prone to break and need to be re-setup, though that seems to have improved.

Incentivized

We did not really find a similar solution. All other solutions are focused on project management, [there's] nothing on generating a business plan. There is nothing on this level that helps people without any business experience write the plan. They have samples, instructions what to write where, how to prepare for pitching, and generate dashboards. Nothing in this market gets anywhere close to this solution.

Incentivized

• We've had a positive ROI since we're able to take bigger risks now that we understand how much cash will be in our account on what day.
• We are able to make adjustments to our contractors and services to grow our business faster.

Incentivized

• It has made it easy to create sensible budgets and run our business within the proposed budgets to avoid overspending.
• It allows us to keenly follow up and keep track of how the business is performing thus getting to know on which ares we should improve.
• It helps us have accurate future insights of the position of our business thanks to its forecasting functionality.
• It helps us to create outstanding business plans and fund the plans which help us grow our business by improving its productivity.

Incentivized