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Although you don't need to have these tools to create a long-range plan. These tools will set you up for success.

LiveFlow: LiveFlow makes financial analysis and planning easy with automatic structured exports of your financial reports. If you're looking to build or update a model, but are not ready to move to a full planning platform, we recommend you start with LiveFlow. LiveFlow will automate the syncing of your QuickBooks data into Google Sheets following your monthly close process, making your modeling streamlined, accurate, and more efficient.

Jirav: When you're ready to move to a full-fledged modeling platform, one of the many options we like is Jirav. Their platform will help you create full financial forecasts for yourself or for your clients. Jirav will also support the reporting and dashboard visuals following the close of each month to help you deliver any analysis you may be looking for. On top of this, Jirav syncs with a handful of HR platforms to help pull in HR data that you may wish to use to structure your model.

Basis: Another full modeling platform we love is Basis. Basis not only syncs with your general ledger, but also has a ton of integrations within the HR, PEO, CRM and ERP space. This allows another level of business data to be imported in real time into your model for deep analysis. The output of this data within their reporting and dashboards allow for both financial and business analysis within the platform.

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