Live reports that your clients will love

Live Client Reporting Template for Excel & Google Sheets

Create the ultimate client month-end reporting package with this template that includes P&L, YoY & MoM Growth and Budget vs. Actuals reports.

Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Live data connector

LiveFlow

Live Client Reporting Template for Excel & Google Sheets
LIVEFLOW ON AIR
Live Icon

Learn how to set up this template in the video below

Arrow down

Get started in 3 simple steps

Google Sheets Logo

1. Import the template

Open the template and click on Use Template.

Open the template
LiveFlow Logo Icon

2. Connect LiveFlow

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

Connect to LiveFlow
Google Sheets Icon

3. Customize it

Customize the template into anything you like.

See how

Wasting time on manually importing data?

Join hundreds of accountants and finance teams automating their workflows with LiveFlow and saving hours of work every week

Frequently Asked Questions
Is the template free?
FAQ ICON
Who built this template?
FAQ ICON
Can I share this template?
FAQ ICON
Can I get help if I need it?
FAQ ICON