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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
Take 17% off on annual plans
You're getting 2 months free
For businesses that spend too much time on manual financial reporting.
Add additional QBO files at $24/mo, additional users at $24/mo and additional workspaces at $40/mo
You're getting 2 months free
For boutique accounting firms that want to be efficient and scalable.
Add additional QBO files at $24/mo, additional users at $24/mo and additional workspaces at $40/mo
Only annual contracts & billing
For large firms that are focused on efficiency and want to scale.
Add additional QBO files at $20/mo and additional users at $24/mo and additional workspaces at $40/mo
- 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
5 min - Average time to respond
Available on live chat, video call, phone, and email
Available 7 days a week including bank holidays
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.