LiveFlow

“We see a lot of potential in LiveFlow and we have plans to incorporate it into more of our projects in the future. Overall, we believe that LiveFlow is a key component in shaping the future of CFO, accounting and tax work.”

“Our use of LiveFlow has not only improved our own financial operations but it has also caught the attention of partners , such as public companies, who have expressed interest in training their staff with the help of our platform.”

“I believe that LiveFlow is at the forefront of the future when it comes to managing and analyzing financial data. The concept of a live flow of data to where it's needed is crucial for making informed and real-time decisions.”

“10/10 score! Excellent customer support too. Thanks.”

“It saves us time. Other than building the structure of the report when the app is installed we just simply need to refresh the report or add a few new accounts that are created in QBO (IF there are any new accounts). We also get a feeling of having data that is trustworthy as we know all of that information is up to date. Plus, I strongly believe that the app is incredibly flexible in a sense that can be used to build and scale a plethora of different reports which I’m really looking forward to building.”

“We didn’t expect to gain new reporting tools such as consolidation and custom reports creation. We have been able to finally create complex custom reports long awaited by clients. Really appreciate the ease with which the tool works and the endless reporting capabilities!”

“It makes our team’s life easier, they don’t have to waste time and can focus on doing accounting work instead of reports manipulation.”

“LiveFlow is easy to use, intuitive, and applicable for all of our clients. The cost-to-time saving ratio was so worth it. We also loved the onboarding process and having direct access to LiveFlow’s support team.”

“Start a timer and go put together a consolidated report. As soon as you are done, you realize there’s one change you need to make to the books. Now you have to start the consolidation from scratch, otherwise, you’re bound to have something off. Imagine doing this every month or every time management needs a report. Now replace that with instantaneous access to proper consolidations without the need to redo anything if there are any updates after the fact. LiveFlow does it best.”

“It gives me the power to map and remap any accounts exactly how I see fit for my particular needs. Extremely helpful for building high level reports as well as granular reports.”

“Haha! Consolidate? Impossible before LiveFlow.”

“Access to information. LiveFlow helps bridge the gap between the finance team and management. With the ease of Google Sheets collaborations, the separate teams can work together on something which until now has been primarily a function of the finance team.”

“LiveFlow is the only product I’ve found that does consolidation properly and easily. Being able to pull multiple reports instantly saves me a ton of time.”

“I would recommend it. It's a reliable platform, it won't burn your pockets, and it’s really easy to get support.”

““I don’t have to dig in QBO to get any data anymore. The consolidated P&L template I found on your website allows me to run multiple entities side by side instead of switching between multiple files every week. Using filters to create custom tabs to allow clients to easily find specific figures and events with no hassle is a major win for me. I also share the reports directly with clients.“”

““I’m very comfortable using Google Sheets, so I was able to see if the LiveFlow Google Sheets Add-on was helpful pretty quickly. The integration was such a smooth process and I don’t consider LiveFlow to be another software added to the stack of softwares I’m already using. It really does serve as a solution to the problems I’ve mentioned above by automating my workflows, it’s saving me a lot of time.“”

“We are grateful that there is such a useful tool that saves much time for the Finance team in performing our duties.”

“It only took a few minutes to set up and because the data is live and always up to date, you only have to set it up once!”

“If you’re having a hard time with something, it’s probably because it’s not automated.”

“"We can work with a client over Zoom and see changes on the fly. What used to be follow-up work and sending updated reports via email now is done interactively during the meeting with the client," Amy said.”

““LiveFlow levels up your offering. It makes you stand out,” Amy said. “You're not fumbling through papers, emailing adjustments, or amending Excel spreadsheets. It just levels up your whole offering and allows you to calm down and be an advisory partner to that client.””

“So, by creating that data HQ for each client, we can, with the click of a button, create a full suite of custom value-added reports that allow our team to give clients clear visibility into their financial picture.”

“Really supercharge our financial reporting and offer a differentiated service.”

““LiveFlow really allowed me to grow my skills in finance and make sure that I could look at things on a higher level and know when to drill down to see what the issue is.””

““LiveFlow was very patient with me as someone who didn’t have a lot of experience with accounting and finance.””