LiveFlow Reviews & Product Details

LiveFlow is the single most significant piece of software transforming how I run my business in 2022.

QuickBook is a pain to use and doesn't give me the type of insight into my business's financials that I need in order to manage day-to-day operations.

With LiveFlow, I can connect all of my QuickBooks data to a spreadsheet and create custom reports that show me exactly what I need to know. Review collected by and hosted on G2.com.

It's a little bit difficult to figure out how to use at the beginning, but their customer support team helped me create custom reports that absolutely transformed how I manage my business. Review collected by and hosted on G2.com.

The easy connectivity and the way to build reports in google sheet using LiveFlow and getting the information from QBO live is Amazing!

With LiveFlow I could create my reports in the way that I need and the company needs and for that always with the info updated! Review collected by and hosted on G2.com.

Probably should exist an easy way to connnect LiveFlow when is created a copy of a sheet of google sheet that already has a connection using LiveFlow. Review collected by and hosted on G2.com.

LiveFlow replaces a significant portion of hardcoding and reduces time spent going back and forth between reporting software, modeling software, and QBO. It really expands the modeling capabilities you have in Sheets. The drill down option is great especially when working on multiple client accounts so you don't have to keep switching QBO files. Review collected by and hosted on G2.com.

I did like the pop-up window a bit more than the new side dashboard. It gets a bit cluttered when you have lots of reports in a model. I also wish there was a way to mark reports as "locked" so they don't update when I hit "refresh all". Review collected by and hosted on G2.com.

I've been using LiveFlow for about a year now, and I'm incredibly impressed. It's streamlined my workflow significantly and made building custom financial reports for my clients a breeze. The automatic refresh function is particularly helpful. The user interface is intuitive and easy to navigate, even for someone who isn't particularly tech-savvy. I've already recommended this software to several colleagues, and I know they'll love it as much as I do. Review collected by and hosted on G2.com.

The only improvement that I can think to mention is that LiveFlow does not pull in budgets that are input to the accounting software, in my case QuickBooks Online. Review collected by and hosted on G2.com.

I like liveflow since it allows us accountants to do our tasks such as reconciliations, matching of accounts and transactions, and accounting analysis, real-time. The features that allow us to add reports, manage reports, and refresh them as soon as we make changes in Quickbooks is a real game changer! Review collected by and hosted on G2.com.

I do not have any real issues when it comes to liveflow. Maybe if we can have any formatting that we can apply to the reports, that would be helpful! Review collected by and hosted on G2.com.

LiveFlow is the product we've been dreaming of! It gives us the ability to share current, accurate financials with key players without the need to login or even have access to our accounting software.

We can show a consolidated view of all companies in our portfolio even though each has a separate QuickBooks company. I also love that we can group any companies together into individual workspaces to customize reports for each unique leader. It also allows custom reporting to show uniquely selected pieces of the GL. Furthermore, being able to drill into the numbers to see the data and seamlessly click into QuickBooks if necessary is incredibly helpful!

The onboarding process was fantastic as well. High level of support and follow up. They even had a member of the dev team join to learn ways they may be able to increase value and meet the needs of their customers. Honestly super impressed with everyone on the team, their knowledge and goal to be the highest value product they can be. Review collected by and hosted on G2.com.

Mapping the GL accounts on set up is slighly time consuming but even this aspect is reasonable. Review collected by and hosted on G2.com.

The team has been great, they are extremely knowledgable about their product. The product itself is very advanced, I've looked around on the market for something that is able to integrate with Xero and only have found Liveflow. Currently, I am still integrating Liveflow into our systems but the team are instant with responses and immediately reply. They are always asking in ways we can improve/request for new features to add to the system. Lastly, I think for the price, what they offer is worth the $$$. Looking forward to using Liveflow and seeing new features in the future! Review collected by and hosted on G2.com.

Still can be building certain features, but they are extremely fast on responses to new requests. Review collected by and hosted on G2.com.

What I find most helpful about LiveFlow is the ability to focus on analysis without being burdened by data modeling or querying. As an FP&A professional, I’ve spent significant time analyzing data and presenting insights to stakeholders. However, I’ve also had to allocate time to query underlying data warehouses and tables to construct dashboards and reporting models. I'm an accountant with no formal training in data modeling so I've spent more time than I would liket to admit just learning how to access and pull the data I needed to analyze and share. I wish I would have found LiveFlow sooner! Review collected by and hosted on G2.com.

I can't think of a dislike except that LiveFlow is not available for larger ERPs like SAP or Oracle. Review collected by and hosted on G2.com.

Liveflow saves me so much time. I like to run comparative analysis of our monthly financials and Liveflow has cut my time doing that in half by having all my formulas already created and updated everytime there is a change in QBO. We also have some weekly metrics that used to take so much data-entry time, and now they are automatically updated. The time it saves me pays for the software itself. Review collected by and hosted on G2.com.

The biggest downside to LiveFlow is that all my clients are suscribers. I wish they were! It's a little bit of a learning curve, but so far so good. Their customer service has been great to help teach me the ropes. Review collected by and hosted on G2.com.

LiveFlow saves me over 20 hours monthly in managing our financial models and reporting for clients. LiveFlow and their CS team make setting up and integrating all of our financial models a breeze. Review collected by and hosted on G2.com.

The integration with Xero is limited and doesn't work as I had hoped. Review collected by and hosted on G2.com.