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Join hundreds of other accountants, finance teams and business owners
Get full access to all of current, and future integrations.
Join hundreds of other accountants, finance teams and business owners
See the full list of reports you can import with LiveFlow.
Check out how it works here👇
Join hundreds of other accountants, finance teams and business owners
Drill into your reports without leaving your spreadsheet.
Check out how it works here👇
Join hundreds of other accountants, finance teams and business owners
Your numbers are always up-to-date. No late night calls from your clients asking for the latest report. Check out how it works here👇
Join hundreds of other accountants, finance teams and business owners
Accountants, Bookkeepers, and CFO Services
As an accountant, you can invite both your clients, and your internal teammates. Your clients can view the reports you set up in real-time, so you don't have to get late night calls from them asking for updates. You can also invite your internal staff, they can view, comment, or edit the reports you've set up and you can collaborate together in real-time.
Finance Teams
As a finance team, you can invite all your internal teammates to the reports you set up in LiveFlow. Your c-suite team can access live financial dashboards, and you can collaborate with your whole team in one place.
Business Owners
As a business owner, you can invite your teammates to view, comment, or edit the reports you are setting up with LiveFlow. You can also invite your external accountant, if you want them to work on your reports.
Join hundreds of other accountants, finance teams and business owners
Provide your clients or internal stakeholders with real-time dashboards. They will love you for it. Check it out below👇
Join hundreds of other accountants, finance teams and business owners
Let templates do the hard work for you. Set it up once, and never look back. We are continuously adding more templates to the library.
Join hundreds of other accountants, finance teams and business owners
Support from real people, whenever you need it.
“The support team at LiveFlow is phenomenal - meaning, one of the best experiences I've had in my entire career.’’
5/5
“The customer service and support from the LiveFlow team has been top notch and can't recommend enough!’’
5/5
10 min - Average time to respond
Available on live chat, video call, phone, and email
Available 7 days a week including bank holidays
And try out our support for yourself!
- Blake, CFO at HatcherCFO | Read the full case study
“LiveFlow is super handy given the reporting & access limitations of accounting systems!”
Jason Staats
Firm Owner
“LiveFlow has completely changed the way we run reports for our 160+ clients!”
Alex Wittenberg
COO
“LiveFlow allows our team to focus on the financial analysis behind the numbers.”
Kevin Au
Financial Analyst
5/5
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Alex, COO
airCFO
5/5
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Alex, COO
airCFO
I have around 65 clients now that I usually produce around 5 reports for every month. So that’s around 4,000 reports manually created a year. With LiveFlow, because I have access to data that’s always up to date I can set up these ‘evergreen’ reports once and have them updated month to month. It takes me 6 minutes to create a set of these per client. The time saved is INSANE!
“The support team at LiveFlow is phenomenal - meaning, one of the best experiences I've had in my entire career.’’
5/5
“They personally helped me get everything up and running and even made Loom videos to help me in the future.’’
5/5
“The customer service and support from the LiveFlow team has been top notch and can't recommend enough!’’
5/5
“I LOVE the great support. I asked for a complex situation and within 24 hours, they created me a dashboard.’’
5/5
10 min - Average time to respond
Available on live chat, video call, phone, and email
Available 7 days a week including bank holidays
5/5
Joy Osuch
Technology Integration Specialist
AccountingDepartment.com
5/5
“LiveFlow automates department budgeting and gives unparalleled access to our data!”
Emily Manashi
Accounting Manager
Y Combinator
5/5
“LiveFlow allows me to create up-to-date KPIs for our business, all of the time’’
Dan Luthi
COO & Partner
Ignite Spot
5/5
“LiveFlow is super handy given the reporting & access limitations of accounting systems!”
Jason Staats
Firm Owner
Brenner CPA
5/5
“LiveFlow has completely changed the way we run reports for our 160+ clients!”
Alex Wittenberg
COO
airCFO
5/5
“I love this app. It is saving me hours of work every week!”
Casey Rieder
Fractional CFO
Duro
5/5
“Quickly refresh and the formulas stay in place. That has saved me tons of hours”
Sergio de Ilzarbe
Founder
AidVenture
5/5
“The old way was to add change manually and make sure they are correct. Not anymore”
Edgar Decker
Business Success Advisor
SC Audit & Accounting Solutions, LLC
5/5
“We benefit from the eliminated data entry time and spend more time drawing conclusions.”
Peter Olejniczak
Accounting Partner
Monthend
5/5
“LiveFlow allows our team to focus on the financial analysis behind the numbers.”
Kevin Au
Financial Analyst
Hipcamp
5/5
“When we found LiveFlow, their team set us up with a scalable solution within days!’’
Mike Amedeo
VP of Operations
4B Marketing
5/5
“Cuts out manual time and headaches, and the team is excited about it! A++”
Nicole Meloni
Accountant
Connected Accounting
5/5
“LiveFlow increases efficiency and transparency to make better decisions in real time.”
Daniel Shaffer
Strategic Finance
Gorgias
5/5
“I've received EXPERT level feedback in a very timely fashion. Highly recommend LiveFlow!”
Melissa Leediker
Bookkeeper
Turquant Business Services
5/5
“LiveFlow has upgraded our Reporting processes from 10 to 3 days. Very much recommend.”
Jaime Augusto Barriga Amin
VP Finance
OpenZeppelin
5/5
“LiveFlow is a game changer and we’re only scratching the surface of how we can use them!”
Tony Wilson
Founder, CPA
Accquip
5/5
“If you often copy and paste QBO data onto Google Sheets, I HIGHLY recommend LiveFlow!’’
Nikole Mackenzie
Founder, CPA
Momentum Accounting
5/5
”LiveFlow is amazing, it already has cut down on so much time for us. Support is amazing!”
Lexi Diaz
Bookkeeper
Dahlberg Bookkeeping
5/5
”We LOVE LiveFlow! Taking on so many new clients now”
Amy Alliman
Owner, Bookkeeper
Alliman Business Group
5/5
”The integration between Google Sheets and QBO is seamless!”
Jackson Pace
CPA & Multi-entity CFO
Jackson Pace CPA
5/5
“I LOVE the flexibility of the app, and I also LOVE the great support.”
Tanya Hilts
President & Founder
Cloud Business Services
5/5
“It saves me 2 days a month. Customer support is outstanding!”
Michael Alliman
Founder & Principal
Alliman Business Group
5/5
“Highly recommend it. We’re saving over 15 hours a month using LiveFlow!”
Marissa Stillwell
Director of Client Accounting Services
Bookkeep
5/5
“Great tool for budgeting control! Support has been great, comes back immediately.”
Egor Dubikovskiy
Financial Manager
Affise
5/5
“The time saved with LiveFlow has been the greatest ROI for us!”
Blake Hatcher
Founder & Fractional CFO
Hatcher CFO Solutions
5/5
“I can't say enough good things about the product and the team. A+++”
Jason Lundberg
Managing Partner
FinClarity
5/5
“We love the LiveFlow App! It is an incredible business tool.”
Andrew Schaper
Founder
Schaper Energy Consulting
5/5
“LiveFlow has helped us manage our business in real time. It's easy and always works!”
Frank Silberlicht
Operations Manager
Camp Young Judaea Texas
5/5
"LiveFlow has met all my business needs and the LiveFlow support has been superb!”
Rynae Calder
Virtual Bookkeeper
Sunrae Bookkeeping Services
5/5
"A great tool for automating data output to Google Sheets! ”
Paul Hamilton
Fractional CFO
Firebrand Finance
5/5
“With LiveFlow we are able to automate the data retrieval process.”
Terrell Turner
Co-Founder - Fractional CFO
TLTurner Group
5/5
“LiveFlow has been great for our accounting firm and client base!”
Gregory O'Brien
CEO
GoTaxPlanning
5/5
“LiveFlow helps eliminate our manual work of transferring financial data”
Janysh Osmon
Business Owner
Rainbow Movers
5/5
“I recommend it to everyone... plus the team behind LiveFlow is awesome.”
Korey Cournoyer
Director of Corp Dev & Strategy
GrowthLab Financial
5/5
“LiveFlow has given us the gift of time back and we love the product!”
Sara Jones
Director of Client Success
AscentCFO
5/5
“So thrilled to have found LiveFlow, it saves me hours of time every week.”
Olivia Roth
Consulting Director of Finance
Crunchfirm
5/5
“Love this add-on! Plus, the customer service has been outstanding.”
Dorothy Kolb
Fractional CFO
DK East
5/5
“I just linked my first client and I honestly love this tool you’ve built!”
Josh Greenbaum
Founder and Advisory CFO
CFO Minded
5/5
"LOVING LiveFlow - It makes my analysis process a breeze."
Clarissa W.
Accountant
Clarissa Accounting
5/5
“If you love Google Sheets (we do!) this tool works seamlessly”
Jason Koscinski
Accountant
JRK Financial
5/5
“No more downloading, copying, and pasting into my spreadsheet. I LOVE it!”
Cheryl Lanahan
Founder & Bookkeeper
PlumbBooks
5/5
“Automating whatever can be automated is always a good idea.”
Jana Kovacovska
Founder
Tiny CFO
5/5
“Our initial impression of LiveFlow is that it can be a big time-saver!”
Dan DeGolier
Founder
Ascent CFO
Before using LiveFlow, like the majority of fractional CFO’s and accountants, I manually exported reports from QuickBooks to Excel on a monthly basis.
Before finding LiveFlow, Jessie recalls spending much of her time focusing on small manual tasks.
Although I’ve tried many technology solutions, I’ve never found the perfect one in functionality or in price. I’ve still had to manually import data every week and create my own custom spreadsheets.
Yes! We offer a completely free trial period of 14 days. You don't have to add your credit card to get started.
If you sign up for an annual plan, you automatically get 15% off.
Yes we do! Please reach out to us via the blue Intercom icon in the bottom right corner, and we'll be in touch.
Yes, you can always cancel your plan. No questions asked.
You can connect unlimited QuickBooks companies to LiveFlow.
Beyond QuickBooks, we will be adding Xero, and banks soon.
We support all the most popular QuickBooks reports. See a full overview here.
Yes. You can easily share your Google Sheets with live data from QuickBooks with your clients. Simply share the spreadsheet and they will get access.
The fastest way to get support is via Intercom. Click on the blue Intercom in the bottom right corner of the webpage and we will be in touch as fast as we can.
We usually answer in a few hours, but please allow up to 24 hours.
Yes, all our support is done by humans, not bots, and you will be talking directly to our team.