Premium Template

QuickBooks Controller’s Financial Review Template for Google Sheets & Excel

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

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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


Google Sheets



Live data


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Learn how to set up this template in the video below

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Template description

Crafted for financial controllers, this template facilitates a comprehensive review of a company's finances, integrating various financial reports and metrics for a complete analysis. Compatible with Google Sheets and Excel, it enables effective oversight and strategic planning. By integrating with LiveFlow, controllers can benefit from real-time updates from QuickBooks Online, streamlining the financial review process and enhancing accuracy in financial reporting.

Key features

  • Designed for financial controllers, offering tools for detailed financial analysis and review.
  • Supports financial integrity and compliance with comprehensive review features.
  • Enhances efficiency in financial reporting and analysis with automated data integration.

Who can this template help?

Controllers and finance professionals in enterprises requiring detailed financial oversight

Use cases

Offers a platform for comprehensive financial review, ensuring accuracy and compliance in financial reporting.

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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.

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