Name: LiveFlow
Brand: LiveFlow
Rating: 5.0 (250 reviews)

Template description

Designed to simplify financial reporting to clients, this template ensures clear, concise, and comprehensive financial statements. With compatibility for Google Sheets and Excel, it supports diverse operational needs. Integrating with LiveFlow not only streamlines the reporting process but also ensures the data is continuously updated from QuickBooks Online, enhancing client trust and satisfaction.

Key features

Streamlines financial reporting to clients, customizable to meet specific client needs and preferences
Improves client satisfaction and engagement with clear, concise, and informative financial summaries
Saves time on report generation with automated data integration from QuickBooks Online

Who can this template help?

Accountants and finance teams in service-based businesses, such as marketing agencies

Use cases

Streamlines the creation of detailed financial reports for clients, enhancing transparency and trust.

Get started in 3 simple steps

1. Import the template

1. Request access

Insert your email address above to gain access.

Book a demo of the template below to see the magic

See the template in a demo See the template in a demo

2. Connect LiveFlow

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

Connect to LiveFlow

3. Customize it

Customize the template into anything you like.

See how

Frequently Asked Questions

Live reports that your clients will love

QuickBooks Client Financial Reporting Template for Google Sheets & Excel

What are premium templates?

Learn how to set up this template in the video below

Template description

Key features

Who can this template help?

Use cases

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