LiveFlow

LiveFlow is a financial planning and analysis platform built to automate reporting for businesses using QuickBooks Online and Xero. Think of it as a bridge between your accounting software and spreadsheets, but much smarter.

The platform connects directly to your accounting system and automatically imports financial data into Google Sheets or Excel. This eliminates the need for manual data exports and reduces errors that happen when copying numbers between systems. LiveFlow specializes in multi-entity consolidation, allowing businesses to combine financial reports from multiple companies or divisions in minutes instead of days.

Each report includes real-time data that updates automatically when new transactions are recorded. Founded by former Revolut employees, this tool has helped over 3,000 companies streamline their financial workflows. You can ask questions in normal business language and get professional financial reports that stakeholders can easily understand and trust.

Using LiveFlow is straightforward and designed for finance professionals. First, visit LiveFlow.com and book a demo with their team since they don't offer self-service signup. During the demo, they'll help you connect your QuickBooks Online or Xero account securely.

The setup process includes a dedicated Customer Success Manager who helps configure your reports and templates. Here's how to get the best results:

• Choose from 100+ pre-built templates or create custom reports

• Connect multiple QuickBooks companies for consolidation

• Set up automatic data refresh schedules (hourly, daily, or weekly)

• Configure multi-currency conversion rates if needed

• Map chart of accounts across different entities

• Share completed reports with stakeholders via Google Sheets links

LiveFlow works by pulling data directly from your accounting software into spreadsheets. The platform handles complex consolidation automatically, including intercompany eliminations and currency conversions. Reports stay live and update whenever you add new transactions to QuickBooks. The implementation fee covers training and ensures your reports work perfectly from day one.

• Real-time QuickBooks and Xero integration with spreadsheets

• Multi-entity consolidation saves 3+ days monthly

• 100+ pre-built financial report templates available

• Multi-currency support with automatic conversions

• Live budget vs. actuals tracking

• Automated A/P and A/R reporting

• Cash flow forecasting and scenario planning

• SOC-2 compliant security standards

• Dedicated customer success support included