LiveFlow

LiveFlow is a powerful financial platform designed to streamline and automate reporting and consolidation for modern finance teams, especially those managing multiple entities. It transforms Google Sheets and Excel into a dynamic financial command center by creating a live, two-way sync with your QuickBooks data. This eliminates the tedious and error-prone process of manual data entry, allowing finance professionals to focus on strategic analysis and growth.

With LiveFlow, you can consolidate financials from multiple QuickBooks companies in minutes, not days. The platform provides a suite of tools for creating real-time, customizable reports, including P&L, Balance Sheets, and Cash Flow statements. It offers over 100 pre-built templates to get you started quickly, covering everything from budget vs. actuals analysis to complex cash flow forecasting and board reporting.

How to use LiveFlow

Getting started with LiveFlow is a straightforward process designed for speed and efficiency:

1. Connect Your Accounts: Install the LiveFlow add-on for Google Sheets or Excel and securely connect your QuickBooks Online accounts. You can connect an unlimited number of companies.
2. Import Live Reports: Choose from a wide range of standard and custom QuickBooks reports to import directly into your spreadsheet. This includes Profit & Loss, Balance Sheet, A/P, A/R, and more.
3. Set Up Auto-Refresh: Configure your reports to refresh automatically at your desired frequency (e.g., hourly). This ensures your data is always up-to-date without any manual intervention.
4. Build & Customize: Use the live data as the foundation for your financial models, dashboards, and reports. Leverage LiveFlow's 100+ templates or build your own custom dashboards from scratch.
5. Drill Down & Analyze: Investigate any number in your reports by drilling down to the underlying transactions directly within your spreadsheet, providing full transparency and control.

Core Features of LiveFlow

• Automated Multi-Entity Consolidation: Consolidate financial data from unlimited QuickBooks companies in minutes, handling different currencies and charts of accounts.
• Live Data Sync: Real-time, two-way synchronization between QuickBooks and Google Sheets/Excel ensures your reports are always accurate and current.
• Comprehensive Reporting Suite: Generate live reports for Budget vs. Actuals, A/P & A/R, Cash Flow Forecasting, Departmental Reporting, Project Reporting, and more.
• Extensive Template Library: Access over 100 plug-and-play templates for various financial dashboards and reports, including SaaS metrics, board reporting, and construction KPIs.
• Transaction Drill-Down: Gain deeper insights by clicking on any number in your report to see the detailed, underlying transactions without leaving your spreadsheet.
• Secure & Reliable: Built with enterprise-grade security to ensure your financial data is always safe and protected.
• Exceptional Support: Renowned for its world-class customer support with median response times of under 30 seconds.

Use Cases for LiveFlow

LiveFlow is versatile and serves various financial functions:

• Fractional CFOs & Accounting Firms: Manage and generate real-time reports for hundreds of clients efficiently, saving days of manual work and providing superior service.
• Multi-Entity Businesses: Companies with multiple subsidiaries (e.g., franchises, investment portfolios) can automate the consolidation process, closing their books 90% faster.
• FP&A Teams: Create dynamic financial models, conduct scenario planning, and automate budget vs. actuals analysis with always-live data.
• Startups & SMBs: Gain unparalleled access to financial data for agile decision-making, headcount planning, and investor reporting without a large finance team.

Advantages of LiveFlow

LiveFlow offers a significant competitive edge by saving an average of 25 hours per month on financial reporting. It eliminates manual data entry, which drastically reduces the risk of human error and ensures data integrity. By providing real-time financial intelligence, it empowers leaders to make faster, more informed strategic decisions. Its ease of use within the familiar environment of Google Sheets and Excel, combined with phenomenal customer support, leads to a 99% customer satisfaction score.

Pricing and Plans

LiveFlow's pricing is tailored to your needs and designed to deliver significant value.

• Subscription Plan: Starts at $500 per month. This plan includes multi-entity consolidation, A/P & A/R reporting, data visualization, budgeting and forecasting, department reporting, budget vs. actuals, project reporting, transaction reporting, cash flow forecasting, and access to all templates.
• Implementation Fee: There is a one-time fee of $2,500 for implementation. This includes a fast, end-to-end onboarding process with a dedicated Customer Success Manager, private training, and 1:1 support.
• Discounts: An automatic 17% discount is offered on annual plans. Special discounts are also available for non-profits.

While LiveFlow does not currently offer a free trial, prospective customers can book a personalized demo to see the platform in action.