Simple Client Financial Reporting Template - Google Sheets & Excel

Create the ultimate simple client financial reporting package with this template that includes Profit & Loss, Budget vs. Actuals, Balance Sheet, A/P Aging Summary, A/R Aging Summary and Expenses by Vendor.

Check out the template

Connect live data with LiveFlow

Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Live data connector

LiveFlow

Simple Client Financial Reporting Template - Google Sheets & Excel

LIVEFLOW ON AIR

Learn how to set up this template in the video below

Get started in 3 simple steps

1. Import the template

Open the template and click on Use Template.

Open the template

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

Get the template for free

Frequently Asked Questions