Premium Template

QuickBooks Financials Review Dashboard for Controllers for Google Sheets & Excel

Streamline Monthly Consolidated Financials Review with LiveFlow: Real-time Profit and Loss, Balance Sheet, and Cash Flow Reporting.

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What are premium templates?

Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Live data

LiveFlow

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Learn how to set up this template in the video below

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Template description

This comprehensive dashboard is designed for financial controllers, providing a holistic view of a company's financial health by integrating key financial statements and metrics. Compatible with Google Sheets and Excel, it enables controllers to perform detailed financial analysis and reporting efficiently. Integration with LiveFlow allows for real-time financial data updates from QuickBooks Online, ensuring that controllers have access to the most current information for making informed decisions.

Key features

  • Provides controllers with a comprehensive financial overview for in-depth analysis and reporting.
  • Facilitates financial integrity and accuracy with detailed review capabilities.
  • Enhances strategic financial oversight with customizable dashboard features.

Who can this template help?

Controllers and senior finance professionals in medium to large enterprises

Use cases

Provides a comprehensive financial review platform, enabling detailed analysis and reporting across all financial metrics to support strategic financial management and operational efficiency.

Want some help getting the template up and running?

Book a demo

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Get started in 3 simple steps

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1. Import the template

1. Request access

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

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3. Customize it

Customize the template into anything you like.

See how

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Frequently Asked Questions
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