LiveFlow

LiveFlow is a powerful financial automation platform designed to streamline and supercharge financial operations for modern finance teams, particularly those managing multiple entities. It acts as a bridge, seamlessly connecting your live accounting data from platforms like QuickBooks Online and Xero directly into your familiar spreadsheet environments—Google Sheets and Microsoft Excel. This eliminates the tedious, error-prone process of manual data entry and report updates, saving finance professionals an average of 25 hours per month.

The platform is celebrated for its robust consolidation capabilities, allowing businesses to merge financials from multiple entities in minutes, not days. This is a game-changer for companies with complex structures, franchises, or investment portfolios. With LiveFlow, you can transform your spreadsheets into a dynamic financial command center, where reports are always up-to-date with the latest data, enabling faster, more informed strategic decisions.

How to use LiveFlow

Using LiveFlow is a straightforward process designed for immediate impact:

1. Connect Your Accounts: Start by securely connecting your accounting software, such as QuickBooks Online, to the LiveFlow platform.
2. Install the Add-on: Install the LiveFlow add-on for either Google Sheets or Microsoft Excel, depending on your preferred workflow.
3. Import Live Data: Once installed, use the LiveFlow sidebar to import live financial reports (like P&L, Balance Sheet, Cash Flow) or raw transactional data directly into your spreadsheet.
4. Build or Use Templates: Create your own custom dashboards from scratch or leverage LiveFlow's extensive library of plug-and-play templates for reports like Budget vs. Actuals, 13-Week Cash Flow Forecast, and Board Reporting packages.
5. Automate Refreshes: Set up an automatic refresh schedule (e.g., hourly or daily) to ensure your reports are always current without any manual intervention.
6. Analyze and Share: With live data powering your models, you can focus on strategic analysis and easily share accurate, real-time reports with stakeholders.

Core Features of LiveFlow

• Multi-Entity Consolidation: Automatically consolidate financial statements from multiple QuickBooks or Xero accounts, even with different currencies.
• Live Data Sync: Real-time, two-way sync between your accounting software and spreadsheets, ensuring data is always accurate and up-to-date.
• Automated Reporting Suite: Generate a wide range of financial reports, including P&L, Balance Sheet, Cash Flow, A/P & A/R aging, and more.
• Budgeting & Forecasting: Utilize the FinanceIQ platform for advanced budgeting, forecasting, and scenario planning.
• Customizable Templates: Access a library of pre-built templates for various reporting needs, saving you time on setup.
• Drill-Down Capabilities: Investigate numbers in your summary reports by drilling down to the underlying transactions without leaving your spreadsheet.
• Exceptional Customer Support: Renowned for its highly responsive support team, available 7 days a week with a median response time of under 30 seconds.

Use Cases for LiveFlow

LiveFlow is trusted by leading finance professionals across various industries:

• Accounting & Fractional CFO Firms: Firms like airCFO use LiveFlow to manage reporting for over 160 clients, saving days of work and scaling their services efficiently.
• Multi-Entity Businesses: Companies like Kalshi and Nelo automate their complex consolidation processes, enabling faster month-end closes and quicker strategic decisions.
• High-Growth Startups: Organizations like Y Combinator leverage LiveFlow to automate departmental budgeting and provide real-time financial visibility to their teams.
• FP&A Teams: Finance teams use LiveFlow to streamline budget vs. actuals analysis, cash flow forecasting, and board reporting, freeing up time for strategic initiatives.

Advantages of LiveFlow

The primary advantage of LiveFlow is the immense time savings it offers, effectively giving back days to finance teams each month. This is achieved by automating the most manual parts of financial reporting. Furthermore, it significantly improves data accuracy by eliminating the risk of human error from copy-pasting data. By working within the familiar interface of Google Sheets and Excel, it has a minimal learning curve, allowing teams to become productive almost instantly. The ability to access live, real-time data empowers CFOs and finance leaders to make decisions with confidence, based on the most current information available.

Pricing and Plans

LiveFlow's pricing is tailored to the specific needs of your organization. Instead of fixed public tiers, they offer a customized plan based on factors such as the number of entities you need to connect, the size of your team, and your specific feature requirements. To get a quote, you need to book a demo with their team. This consultative approach ensures you get a solution that perfectly fits your workflow and challenges. The plan includes all core features like multi-entity consolidation, a full reporting suite, budgeting and forecasting tools, and access to their top-rated customer support.