# LiveFlow Reviews **Vendor:** LiveFlow **Category:** [Financial Close Software](https://www.g2.com/categories/financial-close) **Average Rating:** 4.9/5.0 **Total Reviews:** 332 ## About LiveFlow LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&A together in one place. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets: Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes: Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models: Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts. ## LiveFlow Pros & Cons **What users like:** - Users value the **ease of use** of LiveFlow, facilitating efficient financial reporting and minimizing manual work. (98 reviews) - Users highlight the **time-saving benefits** of LiveFlow, enabling faster month-end reviews and report preparation. (83 reviews) - Users find that LiveFlow significantly **saves time** , streamlining month-end reviews and improving reporting efficiency. (80 reviews) - Users commend the **reporting efficiency** of LiveFlow, saving time and enhancing report quality significantly. (70 reviews) - Users love the **efficiency** of LiveFlow, streamlining financial reporting and saving valuable time with automated updates. (63 reviews) - Users value LiveFlow for its **automation capabilities** , significantly reducing manual tasks and streamlining bookkeeping processes. (60 reviews) - Excel Integration (53 reviews) - Customer Support (49 reviews) - Features (49 reviews) - Users appreciate the **seamless integrations** of LiveFlow, enhancing efficiency and simplifying financial reporting processes. (48 reviews) **What users dislike:** - Users find the **missing features** in LiveFlow's third-party integration and budgeting capabilities limiting for broader usability. (23 reviews) - Users find the **limited customization** options in LiveFlow hinder their ability to create tailored reports effectively. (14 reviews) - Users find **inefficient reporting** in LiveFlow, needing to recreate custom reports and make manual adjustments frequently. (12 reviews) - Users find the **pricing steep** , making it a significant investment for early-stage businesses despite its useful features. (11 reviews) - Users find **limited reporting options** in LiveFlow, requiring manual adjustments and lacking direct replication from QuickBooks. (11 reviews) - Users face **refresh issues** with version history in LiveFlow, making navigation and report management challenging over time. (11 reviews) - Users express frustration with **Excel integration issues** , limiting their ability to create consolidated reports efficiently. (9 reviews) - Users find **integration issues** with LiveFlow challenging, particularly in mapping and compatibility with third-party platforms. (9 reviews) - Customization Difficulty (8 reviews) - Difficult Setup (8 reviews) ## LiveFlow Reviews ### 1. Real-Time Data Sync Revolutionizes Financial Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica E. | Accounting Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2025 **What do you like best about LiveFlow?** The most impactful part of LiveFlow is the automated, real-time data sync. In the past, our financial reporting was always lagging. By the time we manually pulled reports from QuickBooks into Google Sheets, the data was already several days old. Especially when we're waiting for a third party team to reconcile our account. **What do you dislike about LiveFlow?** The initial setup of complex, custom-mapped reports can take a little bit of time. However, the LiveFlow support team is super responsive and helps bridge that gap quickly. **What problems is LiveFlow solving and how is that benefiting you?** We struggled with accurate cash flow forecasting. Because our actuals were updated manually, our forecasts were often based on outdated assumptions. LiveFlow solves this by keeping our actuals current. This has made forecasting so much easier because we can now see our real-time cash position and runway at a glance. It allows us to perform instant variance analysis and make strategic pivots based on what is happening now, rather than what happened last month. It has saved our finance team hours of spreadsheet gymnastics every week. ### 2. Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Zaid N. | Financial Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** May 01, 2025 **What do you like best about LiveFlow?** “What I like best about LiveFlow is its ability to pull real-time data from QuickBooks into Google Sheets with zero manual effort. It saves me hours every week and allows me to build fully customized, automated reports for each client. The flexibility, speed, and reliability—combined with excellent support—make it an essential tool in my financial reporting workflow **What do you dislike about LiveFlow?** While LiveFlow is an incredibly powerful tool, one area for improvement could be its integration with some third-party platforms outside of QuickBooks. Although the core features are top-notch, expanding compatibility with more accounting software or advanced data visualization tools could make it even more versatile for a wider range of users. However, this is a minor concern compared to the overall value LiveFlow brings. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow solves the problem of manual data entry and outdated financial reporting. Before using LiveFlow, I had to rely on manual exports and data manipulation to update my financial reports, which was time-consuming and prone to errors. Now, LiveFlow automatically syncs real-time data from QuickBooks into Google Sheets, saving me hours each week. It also provides me with the flexibility to create custom, client-specific reports that are always up-to-date, which has made me more efficient and has improved the accuracy of the reports I deliver. Ultimately, LiveFlow has allowed me to focus more on strategic financial analysis and client advisory, rather than spending time on manual reporting tasks. ### 3. Instant QuickBooks Sync Transforms Reporting Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Mike S. | Client Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 16, 2025 **What do you like best about LiveFlow?** The instant connection that LiveFlow creates between Quickbooks and a google sheet have been so valuable to our team. Our ability to make adjustments in Quickbooks and immediately refresh the reports to show the change is amazing. It helps us input feedback immediately during a call as we review reports, saves from miscommunication or lack of follow up from the old manual report method. **What do you dislike about LiveFlow?** The one difficulty about documents that auto refresh is that the version history becomes nearly impossible to navigate. LiveFlow did help this significantly by offering the option to refresh daily rather than just hourly. However, even daily it can become difficult to find a prior version after enough time. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow saves us a ton of time each month during financial close by automatically updating our end use reports rather than having to manually download and input the updated numbers. It enhances our ability to create useful reporting for decision makers. It allows for live updates while reviewing reports - if someone provides feedback on an update needed we can do it in Quickbooks and refresh the report during the meeting rather than have to come back to it later after downloading reports and manually updating the spreadsheet. It also saves our financial team time by reducing the questions asked because the decision maker / reviewer can have direct access to information that updates daily (if not more frequently) ### 4. Unparalleled Efficiency with Instant Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca E. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2026 **What do you like best about LiveFlow?** LiveFlow has been a game changer for my company and clients. It's impressive for multi-entity reporting, providing ease and access to information, and automating workflows. Within weeks of implementing the system, our company has been able to automate internal workflows, streamline client communications, and eliminate some workflows altogether. We are getting a 100% ROI on every minute spent in LifeFlow in improved productivity. To date we've eliminated the equivalent of a FTE across the team with automated reporting and have several additional projects to complete with LifeFlow that will yield similar savings. Access to a reporting platform like LiveFlow has redefined how we structure are team and what positions will have to be added as we grow. We were live instantly on the platform and able to immediately incorporate the reporting tools into our processes with minimal training. The user interface is a dream; it is very user friendly and designed for an easy transition from the QBO reporting platform. The customer service team is knowledgeable, helpful, and friendly. As my controller says, "I've never had someone tell me yes, the system can do this, so many times." Every aspect of the software acquisition was easy - from my first interaction through implementation, it was a smooth and easy process. **What do you dislike about LiveFlow?** No complaints here! I've yet to find anything to dislike. **What problems is LiveFlow solving and how is that benefiting you?** The ability to instantly access and refresh data that was manually assembled previously is the largest problem LiveFlow has solved for our company. Our practice specializes in multi-entity consolidation; the new reporting tools have allowed us to gather information about the clients in a timely manner for them to make real time decisions impacting operations, instead of responding to results sometimes months in arrears. ### 5. Seamless QBO Integration for Effortless Client Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Chad R. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2023 **What do you like best about LiveFlow?** I like LiveFlow's ability to integrate with QuickBooks Online and Google Sheets. It provides live data linked to QBO and custom reporting for monthly and ongoing management reports. This integration makes it easy for us to pull QBO reports and data live into a format that can be manipulated for easy client consumption. It's a system that's easy for us to use, and clients are familiar with Google Sheets, which is a big plus. Also, the initial setup of LiveFlow was pretty easy. **What do you dislike about LiveFlow?** I don't like having to build out custom reports myself. I'd prefer more out-of-the-box reports that aren't available in QuickBooks. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow provides live data linked to QBO and custom reporting for monthly and ongoing management reports. It integrates with QBO and Google Sheets, pulling reports live into a user-friendly format, simplifying client reporting. ### 6. Effortless Consolidation and Versatility **Rating:** 5.0/5.0 stars **Reviewed by:** Chris S. | VP Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2024 **What do you like best about LiveFlow?** I like the account mapping feature, which is easy to use and very intuitive. It can be used in either Google Sheets or Microsoft Excel, which makes it versatile. I also appreciate the flexibility across different systems and the time saving nature of the account mapping feature that adds great value for me. The initial setup was relatively painless, thanks to the onboarding team that assisted and remained in contact after the setup. **What do you dislike about LiveFlow?** I'm very happy with the product, but perhaps a potential improvement would be more customization with the reports and their layout **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow for consolidating financial statements in Excel since QuickBooks Online lacks this feature. The account mapping is intuitive, working in Excel or Google Sheets, and saving time across different systems adds great value. ### 7. Intuitive Reporting with Time-Saving Features **Rating:** 4.5/5.0 stars **Reviewed by:** McKay S. **Reviewed Date:** December 29, 2025 **What do you like best about LiveFlow?** I mainly use LiveFlow for consolidations, budgeting, and general financial reporting. Once the reports are set up, it saves me hours of work each month. I really like the ease of use; the user interface is simple and easy to navigate. The mapping tool makes creating consolidated reports much easier. It's powerful because we don't have to standardize all charts of accounts across all entities being consolidated. The drag and drop method is simple and intuitive, and we don't need to spend a lot of time learning LiveFlow because the interface is so simple, which also saves time. The setup was a breeze. If you're familiar with Google Sheets or Excel, there shouldn't be any trouble learning how to use LiveFlow. **What do you dislike about LiveFlow?** I hope they add soon the ability to run a QuickBooks Online canned year over year report. The Year to Date and Month to Date reports in QuickBooks Online are reports we use very extensively, and currently a prior year report and a current year report have to be combined into one report to view the year over year comparisons. This is cumbersome and time-consuming. Adding the year over year comparison report to the available report selections would save us even more time. The price point is a little high. **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow for consolidations, budgeting, and financial reporting, saving hours monthly. The interface is simple, intuitive, and the mapping tool simplifies creating consolidated reports without standardizing charts of accounts, which saves us a lot of time. ### 8. Flexible Financial Consolidation, Easy Setup **Rating:** 4.5/5.0 stars **Reviewed by:** Dan W. **Reviewed Date:** December 22, 2025 **What do you like best about LiveFlow?** I like how LiveFlow allows me to separate management reporting according to the departments in QuickBooks, which helps include costs in operations departments as Cost of Goods Sold and other department costs into Operating expenses. I also appreciate the ability to set up new account consolidation points, making our management reporting simpler and better. The flexibility to change consolidation and account mapping is outstanding, as it lets me move expenses seamlessly between reporting buckets to fit my current reporting needs. Plus, the initial setup was very easy. **What do you dislike about LiveFlow?** I like the tool but I wish it had the ability to generate standard year-to-date or Quarter-to-date reporting cubes that could be leveraged for standard reporting. I also wish it could generate reports on a TTM Basis (Trailing 12 months). **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow for consolidating financials and restructuring my P&L, allowing management reporting by departments. It simplifies and improves reporting with flexible consolidation and account mapping, letting me move expenses between reporting buckets as needed. ### 9. Effortless Financial Reporting Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Jordan Z. | CFO Advisory Practice Leader, Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about LiveFlow?** I love using LiveFlow to automate financial reporting data in Microsoft Excel and Google Sheets for my accounting clients. LiveFlow makes it easy to provide accurate, complete financial statements and retrofit automated balances & transactions into client-owned spreadsheets. I really appreciate the ease of automation, the user-friendliness, and the connection to QuickBooks Online and Xero, as well as the reporting template library. LiveFlow provides solid financial reports for clients and clear, actionable data, eliminating data-entry errors from hard-keying numbers. The initial setup was smooth and easy, with direct training from the team, making me comfortable using the product from Day 1. **What do you dislike about LiveFlow?** It would be nice if custom reports saved in QuickBooks Online were able to be directly replicated in LiveFlow, without needing to recreate the report settings. **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow to automate financial reporting, making it easy to provide accurate financial statements and eliminate data-entry errors. Its user-friendly interface and connections to tools like QuickBooks Online enhance my workflow. ### 10. Quick Setup, Flexible Reporting with Google Sheets **Rating:** 4.5/5.0 stars **Reviewed by:** Andy M. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 18, 2025 **What do you like best about LiveFlow?** I use LiveFlow to produce quicker and more flexible reporting using our QBO data. I love that it lives in Google Sheets, just like me, and the implementation was extremely fast. I'm part of a small team where finance handles many roles, so it's nice to reduce accounting spend while gaining faster insight. Setting it up was very easy, which I really appreciated. **What do you dislike about LiveFlow?** A big part of the appeal of LiveFlow was the ability to quickly generate a 13-week cashflow projection. The cashflow projection sheet that we reviewed in the demo was pulled from the templates between the demo and our launch. The implementation team shared it with us with the caveat that it was pulled because it didn't work that well, or was giving inaccurate predictions. I'd like to see the engineering team come back to this tool as we would find it very valuable if it worked correctly. **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow to produce quicker, more flexible reporting and automate month-end close. It gives much faster access to needed reports, reduces accounting costs, and provides faster insights. ### 11. Seamless QuickBooks Integration and Real-Time Financial Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** Muni V. | Financial Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** December 15, 2025 **What do you like best about LiveFlow?** LiveFlow is most helpful for its seamless QuickBooks integration and ability to automatically pull real-time financial data into Google Sheets. It eliminates manual Excel work, reduces errors, and makes cash flow, P&L, and balance sheet reporting fast and reliable. The biggest upsides are time savings, easy customization, real-time insights, and improved collaboration, making financial reporting much more efficient and transparent. **What do you dislike about LiveFlow?** iveFlow is very powerful, but some advanced features have a learning curve, especially when setting up complex or highly customized reports. Occasional refresh delays can occur with large datasets, and deeper accounting knowledge is helpful to fully utilize all features. However, these are minor compared to the overall efficiency gains it provides. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow solves the problem of manual, time-consuming financial reporting by automatically syncing QuickBooks data into Google Sheets in real time. This has reduced errors, sped up month-end close, and provided clear visibility into cash flow and key financial metrics. As a result, reporting is faster, more accurate, and decision-making is much more efficient. ### 12. Effortless Monthly Reporting with LiveFlow **Rating:** 5.0/5.0 stars **Reviewed by:** Linh V. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 31, 2025 **What do you like best about LiveFlow?** LiveFlow streamlines our company's process of sending monthly reports to funders. **What do you dislike about LiveFlow?** There are no downsides of using LiveFlow. There is nothing that I dislikes about LiveFlow. **What problems is LiveFlow solving and how is that benefiting you?** It helps our company solve the problems of sending out 100+ monthly reports to funders and project managers. It make our reporting process every month faster. ### 13. Effortless Reporting, Premium Product at a Premium Price **Rating:** 4.0/5.0 stars **Reviewed by:** Jason P. **Reviewed Date:** December 12, 2025 **What do you like best about LiveFlow?** I love how easy it is to create custom reports with LiveFlow and how reliable they are in terms of auto-refresh. The interface is very slick and feels great to work with. I also appreciate that standard client connections are super easy to set up, and once you understand the Consolidation tools, they are very intuitive and easy to use. **What do you dislike about LiveFlow?** It's definitely not cheap, but it's a premium solution for firms that have the cash to spend on a premium product. I also wish that they would develop a two-way sync dynamic so that we can use the software to also import data to QBO, not just pull data FROM the software, but that's not what they are focused on providing at this moment. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow pulls real-time client financial reports from Quickbooks, eliminating manual reporting. It helps create interactive dashboards and internal spreadsheets for automated workflows, enhancing efficiency. It provides a reliable, always-updated pipeline of client financial information. ### 14. Live Reporting with Seamless QuickBooks Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Randy F. **Reviewed Date:** December 21, 2025 **What do you like best about LiveFlow?** I really value LiveFlow's ability to provide current and live reporting for my accounting clients in QuickBooks, which is essential for my business as 90% of my clients are on QBO. I appreciate the ease of use and the ability to sync seamlessly with QuickBooks Online, making it easier to format valuable reports. The customization features allowing me to tailor reports to client needs stand out to me as well. Additionally, the initial setup was very easy after a few sessions with customer service, which I appreciate. **What do you dislike about LiveFlow?** I find the appearance of the reporting to be lacking because it still looks like Excel sheets. **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow for live reporting, budgeting, and cash flow reports. It allows me to tailor reports to client needs, syncs with QuickBooks, and formats valuable reports from accounting data, which is essential as 90% of my clients are on QBO. ### 15. Accurate Real-Time Financials Without the Manual Work **Rating:** 5.0/5.0 stars **Reviewed by:** Tina F. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2025 **What do you like best about LiveFlow?** LiveFlow gives me confidence in my monthly financial reporting by delivering accurate, real-time data without the manual spreadsheet work that used to take hours each month. The templates are easy to use and customizable. Implementation was straightforward. The integrations were very easy to set up, and customer support was helpful throughout the process. **What do you dislike about LiveFlow?** I have been working in LiveFlow for approximately 2 months, and I have not yet experienced anything that I dislike about LiveFlow. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow solves the problem of manual, time-consuming financial reporting by automating real-time data syncs and consolidations. This allows me to spend less time building reports and more time analyzing results and supporting better business decisions. ### 16. Effortless Reporting with LiveFlow **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie D. **Reviewed Date:** December 30, 2025 **What do you like best about LiveFlow?** I use LiveFlow for providing up-to-date reporting with my clients. It allows my clients to see Budget to Actuals, Profit & Loss, A/P & A/R in real-time, so I don't have to be the middleman holding all of the information in QuickBooks. I like that it's easy to set up reports and connects easily with QuickBooks. It's also easy to set up and maintain reports in Excel. The initial setup was very easy as well. **What do you dislike about LiveFlow?** I would love to be able to customize columns or delete parts of reports I don't need. **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow for providing up-to-date reporting. It lets my clients see Budget to Actuals, Profit & Loss, A/P & A/R in real time without me being the middle man holding QuickBooks info. It's easy to set up reporting and link with QuickBooks. ### 17. Immediacy and Customization Shine, Worth the Investment **Rating:** 5.0/5.0 stars **Reviewed by:** Nissa R. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 30, 2023 **What do you like best about LiveFlow?** I love LiveFlow for its immediacy with no lag time. The ability to customize reports is fantastic. The initial setup was incredibly easy, and the support provided is the best I've experienced with any tech or cloud-based subscription. I always recommend LiveFlow without reservation. **What do you dislike about LiveFlow?** I would love to use some of their new budgeting features...but they are pricey. I'm certain they are 'worth' it but they are an investment. **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow for sharing up-to-date financial information with non-finance staff. It provides real-time insight into revenue and costs, allowing folks involved in program management to access information anytime without needing to ask me to run reports. ### 18. Automated Financial Data Sync with Occasional Connection Hiccups **Rating:** 3.0/5.0 stars **Reviewed by:** Sal A. **Reviewed Date:** December 16, 2025 **What do you like best about LiveFlow?** I use LiveFlow to import financial data from QuickBooks to Google Sheets, which saves me time and improves accuracy and consistency. I like how it keeps my sheets up to date with financial info and refreshes at set times, so I don't have to download reports and copy-paste data anymore. The financial statements are already in there, ready to analyze. I also appreciate the templates available for quick use, including cash flow, AR, and AP. The initial setup of LiveFlow was very easy for me. **What do you dislike about LiveFlow?** I have connection break issues with LiveFlow. Every so often, the connection will break and needs to be re-connected. **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow to import financial data from QuickBooks to Google Sheets. It saves time, improves accuracy and consistency, and keeps my sheets up to date. Instead of manually downloading and copying data, it's ready to analyze. ### 19. Streamlined Entity Consolidation, Real-Time Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah R. **Reviewed Date:** December 12, 2025 **What do you like best about LiveFlow?** I love that LiveFlow is quick and current. There's no waiting to close and gather data, which eliminates the manual process and reduces human errors. Having live information at the touch of a button makes it easy, quick, and efficient to manage cash, profits, and the balance sheet. An added bonus is not having to worry about currency conversions. The setup was super easy, and the staff was great and supportive along the way. **What do you dislike about LiveFlow?** I wish the eliminations were a little more robust. We still have to do some manual eliminations. We would like the eliminations to be able to hit two separate accounts, not just eliminate from one. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow solves manual consolidation of multiple entities and currency issues. I love that it's quick and current, providing live information effortlessly. It simplifies cash, profit, and balance sheet management without currency conversion worries. ### 20. Effortless Financial Reporting with LiveFlow **Rating:** 4.5/5.0 stars **Reviewed by:** Juan J. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about LiveFlow?** I use LiveFlow for reporting and creating financial statements from QuickBooks data. It certainly saves time since I don't have to manually create the financial statements. I like how easy it is to use and integrate with Google Sheets. I find it simple to sync and update, and it's not invasive with my workflow. Overall, I've had a positive experience with LiveFlow. **What do you dislike about LiveFlow?** No issues so far. **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow for reporting and creating financial statements from QuickBooks data. It saves time by eliminating manual creation. I like its ease of use, simple integration with Google Sheets, and non-invasive workflow. ### 21. Seamless Reporting and Integration for Finance Teams **Rating:** 4.5/5.0 stars **Reviewed by:** Elliot S. **Reviewed Date:** December 13, 2025 **What do you like best about LiveFlow?** I find LiveFlow's reporting to be seamless, which makes it really easy for me to handle my accounting and finance tasks. The integration with Excel is spot-on and works well, making my analytics much more manageable. I also really like the Chart of Accounts feature; it’s easy to map, which adds a lot of value to my workflow. The initial setup process was great too, which made getting started with LiveFlow a breeze. **What do you dislike about LiveFlow?** The mapping should be able to be applied to other entities and I can't do that now. Once I architect mapping, I don't want to have to do it again for a new location for a P&L. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow makes reporting easy and seamless, syncing well with Excel. It helps in accounting and finance, and its Chart of Accounts is great and easy to map. ### 22. Real-Time Sync Made Financial Reporting Effortless **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Biotechnology | Small-Business (50 or fewer emp.) **Reviewed Date:** October 04, 2024 **What do you like best about LiveFlow?** I like how LiveFlow automates financial reporting for monthly, quarterly, and annual management and board reporting requirements. The real-time sync with QuickBooks is a standout feature for me, as it allows us to refresh our management reporting package at the click of a button. The connection to QuickBooks and syncing to standard financial reports was very easy, which made the initial setup smoother for our basic needs. **What do you dislike about LiveFlow?** The initial setup posed some challenges as they didn't have our business needs fully developed in their template set so we needed customizations. They could broaden their template set. **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow to automate financial reporting for management and board requirements. The real-time sync with QuickBooks allows us to refresh our management reporting package easily, saving time in our reporting process. ### 23. Simplifies FP&A with Seamless Tools Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Danytza A. **Reviewed Date:** December 29, 2025 **What do you like best about LiveFlow?** We use LiveFlow as our primary FP&A Solution, and I really like how straightforward and user-friendly the system is. It has simplified and automated updating our Profit & Loss, Balance Sheet, and Cash Flow Statement in our financial models. LiveFlow helps us consolidate accounts without worrying about pesky and overcomplicated formulas and allows us to provide clients with live amounts on request. The ability to dive deep into transactions without needing to access Quickbooks is a big plus. The initial setup was very simple, and their team was always available to help with answers to any questions. **What do you dislike about LiveFlow?** n/a **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow to simplify and automate financial updates, consolidate accounts, and deliver live amounts to clients easily. ### 24. Great for simplifying reporting! **Rating:** 4.5/5.0 stars **Reviewed by:** Matthew B. | CPA, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2025 **What do you like best about LiveFlow?** I like how it replaces the need to send financial reports to my clients. Instead of emailing them a pdf of their monthly financial reports, the shared LiveFlow reports simply update automatically. **What do you dislike about LiveFlow?** There's really nothing that I don't like about LiveFlow. It works great. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow saves me time by eliminating the need to deliver financial reports to my clients. The controls and integration are easy to use and I like how I can modify the reports in Google Sheets without losing functionality. ### 25. Exceptional Support and Effortless Integration with LiveFlow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 30, 2025 **What do you like best about LiveFlow?** The support team at LiveFlow is exceptionally responsive, helpful, and friendly. They have a deep understanding of their product and are always willing to assist whenever needed. The platform itself is highly intuitive and easy to navigate, especially when used as a Google Sheets extension. I also appreciate the customization options, such as the ability to filter for different accounts, which adds flexibility to the experience. Setting up a new entity is straightforward and hassle-free, making the implementation process very smooth. **What do you dislike about LiveFlow?** Some drill-down capabilities are missing when using consolidation workbooks and reports. **What problems is LiveFlow solving and how is that benefiting you?** Consolidation when on Quickbooks! Given that Quickbooks can't support multi-entity, Liveflow has been great at building one-click consolidations ### 26. Effortless Setup and Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly P. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2025 **What do you like best about LiveFlow?** I appreciate how easy it was to get started with this software. Setting up the chart of account mapping was straightforward and hassle-free. I managed to generate consolidated reports in various currencies within just a few minutes. The customer service has also been outstanding! **What do you dislike about LiveFlow?** Although the price is somewhat high, I think it will ultimately lead to savings because of the significant amount of time it helps me save. **What problems is LiveFlow solving and how is that benefiting you?** We require consolidated reporting across multiple entities and various currencies. Previously, generating these reports was a manual process that took a significant amount of time and was prone to human error. Now, the reports are produced within seconds using up-to-date data. ### 27. LiveFlow Review **Rating:** 4.5/5.0 stars **Reviewed by:** Lora H. | Sr Dir of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2025 **What do you like best about LiveFlow?** LiveFlow has completely transformed the way I handle reporting. It seamlessly connects Google Sheets and QuickBooks Online, saving me hours every month on manual data pulls and updates. The automation has made my workflow significantly more efficient, and their templates are incredibly helpful—easy to use and well-designed for real business needs. Highly recommend for anyone who wants to streamline financial reporting and spend less time chasing numbers. **What do you dislike about LiveFlow?** My only gripe is the sync timing. While it does sync automatically, I’m not sure when or how often—so I often end up manually syncing just to be sure I’m looking at the most up-to-date numbers. It’d be great to have more visibility or control over the sync schedule. Still, it’s an incredibly powerful tool and one I’d highly recommend to anyone looking to streamline financial reporting. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow solves the problem of manual, time-consuming financial reporting. Before using LiveFlow, I was constantly exporting data from QuickBooks Online and copying it into Google Sheets, then double-checking formulas and reformatting everything each time I needed an update. Now, LiveFlow automates that entire process—pulling real-time data directly into my reports and dashboards. This saves me hours each month, reduces the risk of manual errors, and gives me more confidence that I’m looking at the most accurate, up-to-date numbers. It also makes it easier to share reports with my team and leadership, since everything stays current without extra work. It’s made my reporting faster, smarter, and a lot less stressful. ### 28. Effortless Reporting with LiveFlow **Rating:** 5.0/5.0 stars **Reviewed by:** Mike S. **Reviewed Date:** December 29, 2025 **What do you like best about LiveFlow?** I like how easy LiveFlow is to use and modify, which takes a lot of hassle out of setting up and adjusting reports. I find that it greatly speeds up the reporting process, making consolidated and departmental reporting as well as budgeting way more efficient. I also appreciate how it links seamlessly with QuickBooks. The initial setup was very easy, thanks to our training call, which made getting started straightforward. Overall, it integrates well and simplifies my work. **What do you dislike about LiveFlow?** NA **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow for consolidated and departmental reporting. It greatly speeds up the reporting process and links seamlessly with QuickBooks, enhancing efficiency. ### 29. Effortless Real-Time Reporting and Dashboards **Rating:** 5.0/5.0 stars **Reviewed by:** Caitlyn B. **Reviewed Date:** January 03, 2026 **What do you like best about LiveFlow?** I use LiveFlow for Google Sheets reporting and dashboards, and I really like the real-time data and flexibility it offers, which saves our team a significant amount of time. It's simple to use and very helpful with organization, especially for internal processes like month-end closes. The initial setup was easy, making it even more accessible. **What do you dislike about LiveFlow?** I wish there was more customization in the dashboards, particularly the ability to add custom formulas for more advanced reporting needs. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow saves our team significant time on internal processes like month-end closes with its real-time data flexibility, making organization and reporting simpler. ### 30. Great software for adding value for your clients, albeit a bit costly. **Rating:** 4.0/5.0 stars **Reviewed by:** ryan@elbleincpa.com E. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2025 **What do you like best about LiveFlow?** LiveFlow works great, it integrates QBO with either Google Sheets or Excel, which is helpful as you may have clients using either software so you are not limited in how you can serve them. The dashboards are also a great feature, however I wish it wasn't an upcharge to use them. It's great to be able to provide your clients a link to a clean dashboard that they can reference whenever they want and it will be updated as long as the QBO file is updated. **What do you dislike about LiveFlow?** The biggest downside to LiveFlow is the price. It's not the cheapest option out there, and while I feel the software is worth it if you are charging appropriate fees to your clients for your services, what I don't like is how there are added fees for new features. Want to be able to use dashboard feature? You get one free then have to pay. Want to be able to do consolidates? Thats extra. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow allows me to be able to pull data out of QuickBooks Online and turn it into a useable dashboard or spreadsheet that is easy for the client's the read. It can update automatically in the background, so if you provide your clients access to the dashboard/sheet, they can have real-time data at their fingertips provided the QBO file is updated. ### 31. Customizable Reports That Update Instantly—A Game-Changer! **Rating:** 5.0/5.0 stars **Reviewed by:** Ali T. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** December 30, 2025 **What do you like best about LiveFlow?** The ability to manipulate standardized QBO reports to build customer reports that automatically update with changes made to QBO. **What do you dislike about LiveFlow?** Sometimes I struggle with building formulas that work within the boundaries of the software but the liveflow team is always there to assist. **What problems is LiveFlow solving and how is that benefiting you?** I used to have to manually update budgets and export reports from Quickbooks. Now that happens seamlessly with Liveflow. ### 32. Massive Time Saver for Forecasting & Reporting **Rating:** 5.0/5.0 stars **Reviewed by:** John Kenneth J. | Senior Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about LiveFlow?** LiveFlow has significantly streamlined our workflow. What used to take hours each month—manually updating forecast models and tidying up spreadsheets—is now handled automatically. With LiveFlow integrated into our Google Sheets, everything stays up-to-date and well-organized. **What do you dislike about LiveFlow?** Learning Curve – Some users may find the initial setup or learning how to use LiveFlow effectively a bit challenging, especially if they're not familiar with financial modeling tools or advanced spreadsheet functions. Limited Customization – While LiveFlow automates a lot, some users might feel restricted by templates or limitations in customizing data imports exactly to their liking. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow eliminates the manual, time-consuming process of updating financial models and consolidating data across spreadsheets. Before, we spent hours each month copying and pasting numbers, double-checking formulas, and cleaning up messy files. Now, with LiveFlow syncing our live data directly into Google Sheets, we always have up-to-date, accurate financials at our fingertips. This saves us significant time, reduces human error, and allows us to focus more on strategic analysis instead of data maintenance. ### 33. Seamless Integration with Excel and Quickbooks Boosts Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** James A. | Senior Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2025 **What do you like best about LiveFlow?** I enjoy the seamlessness the most. It works really well with Excel and Quickbooks Online. We have found this to increase our quality and efficiency. **What do you dislike about LiveFlow?** Nothing yet. We have found the software to work well and do what is expected. **What problems is LiveFlow solving and how is that benefiting you?** This is helping us with manual process. It automates a lot of the work, allowing us to do the more value-added services like analysis. ### 34. Best Integration for creating reports from QBO files **Rating:** 5.0/5.0 stars **Reviewed by:** Habiba S. | Accounts Manger, Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2025 **What do you like best about LiveFlow?** importing QBO reports with google sheet integration **What do you dislike about LiveFlow?** we couldn't sync it to xero and it was frustrating because the customer support was not very supportive in this case **What problems is LiveFlow solving and how is that benefiting you?** Creating reports without downloading and uploading. Minimizes error and mistakes due to copy and paste. Saves time in creating reports in a real time manner ### 35. Real-Time Financial Insights and Effortless Consolidation **Rating:** 4.5/5.0 stars **Reviewed by:** Deven B. | VP Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2025 **What do you like best about LiveFlow?** LiveFlow is a useful tool to perform multi-entity consolidation. Also, LiveFlow helps build reports that are synced up with QuickBooks in real-time, allowing an up to date view of financials. **What do you dislike about LiveFlow?** The speed of refreshing reports could be improved, but it also depends on factors such as internet bandwidth. **What problems is LiveFlow solving and how is that benefiting you?** We have both US and Non-US entities, so consolidation of financials is a monthly task as part of close. LiveFlow allows to perform this with ease. Also, we build financial reports using LiveFlow that helps real-time view of financials. ### 36. Fantastic experience saving time and increasing accuracy. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** July 24, 2025 **What do you like best about LiveFlow?** It's automated. It's an easy plug-in for Google Sheets. Works seamlessly. Liveflow is a fantastic addition to bookkeeping and accounting workflow. Yes, it is expensive, even more expensive than QBO itself. HOWEVER, it pays for itself in both productivity and accuracy. Manual data entry is reduced and typos and “fat fingering” are eliminated. If QBO is correct, then your custom-created reports are correct. It does take some time to get the most out of it – but once set up it works great. You can pull raw data from QBO and then use it to create various dashboards and reports. And you can also use it to pull full financial statements and then create dashboards that pull right from there. Great product. And the few times I’ve needed customer service, they’re quite responsive. Highly recommended. **What do you dislike about LiveFlow?** Honestly, it's a bit expensive for the small user. But it works great. **What problems is LiveFlow solving and how is that benefiting you?** It significantly cuts down on the time spent manually entering data and because it's automated it reduces the number of errors in reports down to zero. Basically, if your QBO is correct, your reports are correct. ### 37. LiveFlow makes reporting so much easier **Rating:** 5.0/5.0 stars **Reviewed by:** Roland G. | Chief Financial Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about LiveFlow?** I'm a CFO using Xero, and honestly, LiveFlow has made a huge difference for us. Before, month-end felt like running a marathon — exporting reports, consolidating spreadsheets, triple-checking numbers. Now? LiveFlow pulls everything in live from Xero straight into our Google Sheets and Excel dashboards. No more manual exports, no more errors. What really impressed me is the built-in forecasting. It’s super flexible — you can forecast on a fixed basis (like rent, salaries) or variable (like % of revenue, COGS scaling with sales). Setting up different scenarios is really intuitive, and it’s saved us hours when doing board reporting and cash flow planning. If you’re tired of spending all your time cleaning data instead of actually analyzing it, you need to check this out. Easily one of the best tools we’ve added to the finance stack. **What do you dislike about LiveFlow?** The only thing I'd love to see added is a native cash flow statement builder — right now, you have to build it manually from the data. **What problems is LiveFlow solving and how is that benefiting you?** Liveflow makes the creation of standard financial reports much easier. I do not have to spend time on pulling data and create standardized reports anymore. ### 38. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie T. | Senior Financial Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2025 **What do you like best about LiveFlow?** LiveFlow saves hours every month by automatically pulling data from QuickBooks into Google Sheets. I just have to build the report once, either from a template or start from scratch, and from there, I just have to update QBO. Clients can go in and see their report anytime with the most up-to-date information without asking me to pull it for them. Their customer support is top-notch, so when I have questions, I can always get a quick reply. Liveflow is great for multi-entity reporting. Their consolidation feature at implementation makes it easy to pull sister orgs together into one consolidated report. **What do you dislike about LiveFlow?** Initial setup is the only heavy lifting you'll need to do. Once you get everything set up, sending out your financial reports is a breeze. **What problems is LiveFlow solving and how is that benefiting you?** Multi-Entity Consolidation - combining financials from multiple QBO accounts into one master report. Customizable Financial Reports - I love how versatile it is and how I can tailor my reports for each of my clients. ### 39. Great tool to connect data directly into Google Sheets **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 08, 2025 **What do you like best about LiveFlow?** Automates data import and consolidation, cutting months‑end close time significantly. Seamless integration with QuickBooks and Sheets/Excel **What do you dislike about LiveFlow?** The UX could be a bit more modern but that is just a cosmetics **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow eliminates manual spreadsheet updates by syncing real-time data from QuickBooks into Google Sheets. This saves hours each month, reduces errors, and gives us faster, cleaner financial reporting. We use it to automate monthly close, consolidate multi-entity financials, and build dashboards that update automatically. ### 40. Modern Financial Reporting Software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2023 **What do you like best about LiveFlow?** Our team's favorite part about Liveflow is the time saving aspect. We are able to create instant reports for departments and share them with the team instead of spending the time creating and sending them to each individual. Also, because of the live real time integration, we can drill down into specific line items if a committee member has a question while on a call. We use LiveFlow monthly for our reporting, and whenever we have issues we chat with customer support and they always hop on a Zoom call with us which is much appreciated when working against a deadline. **What do you dislike about LiveFlow?** There is definitely an initial learning curve with Liveflow - you really need to learn the formulas and have a base knowledge of Google Sheets. Also, we do have to put quite a bit of time into it at the end of the year to update the reporting with new budgets, months, etc. **What problems is LiveFlow solving and how is that benefiting you?** Clean sleek reporting, more efficient, simple to understand by staff members not part of the accounting department. Makes our team more productive, because we are able to spend more time in other areas. ### 41. Elevate Reporting & Financial Analysis **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2025 **What do you like best about LiveFlow?** LiveFlow is a fantastic tool for providing useful, up-to-date reporting packages for our outsourced accounting clients. The ability to integrate with Google Sheets, Microsoft Excel, and Xero is very helpful, and the customizable nature of reports ensures we can craft relevant, unique deliverables which meet our clients' needs. **What do you dislike about LiveFlow?** I can't say there's anything I dislike about the software. One suggestion would be to mirror custom reports in QuickBooks Online with the available reports in LiveFlow, so you can pick an existing report to operate from rather than needing to recreate it within the LiveFlow dialogue window. **What problems is LiveFlow solving and how is that benefiting you?** LiveFlow helps us create customized reporting packages for our clients. The ability to automatically refresh data within the Google Sheets or Microsoft Excel reports means our clients are always able to view the most up-to-date data from QuickBooks Online. This helps them make decisions and analyze historical results in a timely manner. ### 42. Great tool for increasing efficiency and pulling data **Rating:** 4.5/5.0 stars **Reviewed by:** Greg L. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2025 **What do you like best about LiveFlow?** LiveFlow has been a huge time-saver for our team. We used to spend hours manually updating forecast models and cleaning up spreadsheets every month. Now, with LiveFlow connected to our Google Sheets, everything updates automatically and stays organized. What used to take us close to 10–12 hours a month now takes maybe 1–2, and the data is always accurate. The onboarding support was also top-notch. LiveFlow has made our forecasting process way smoother and way less stressful. **What do you dislike about LiveFlow?** The only downside is that there’s a bit of a learning curve at the start especially getting familiar with how the data connectors work. **What problems is LiveFlow solving and how is that benefiting you?** Keeping financial models up to date without hours of manual work. Before, every month-end meant copying data, double-checking numbers, and re-building reports from scratch. Now, with LiveFlow syncing live data into our Google Sheets, we can roll forward models automatically and focus more on analysis instead of data entry. ### 43. Liveflow really helps streamline the process **Rating:** 5.0/5.0 stars **Reviewed by:** Hanna R. | Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about LiveFlow?** It really cuts down on the amount of time it takes to do a bunch of reports. They even work with you to create custom report that they integrate into templates for future quick use. **What do you dislike about LiveFlow?** Live flow is still a work in progress and has its kinks like any software that will need to be worked out. They're willing to listen so any downfalls I'm sure will be fixed in the future. **What problems is LiveFlow solving and how is that benefiting you?** Liveflow saves us a ton of time by automating monthly reports that used to be really time-consuming. This not only saves us time but it also saves us money, and there's no human error involved. ### 44. Game Changer **Rating:** 5.0/5.0 stars **Reviewed by:** Scott M. | CPA, Business Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2025 **What do you like best about LiveFlow?** Liveflow has a very intuitive interface that allows us and our clients to establish spreadsheets that stay updated with the latest info in QBO. The ability to insert columns between the report columns and drill down directly from the spreadsheets is a game changer. **What do you dislike about LiveFlow?** There hasn't been anything disappointing based on expectations that were set ahead of time. All of the standard reports can be exported... custom reports are not supported. **What problems is LiveFlow solving and how is that benefiting you?** Creating data sets in Google Sheets that are dynamic. We use it to increase the speed of month end closes and to support processes such as invoice verification and open PO reconciliation. ### 45. Effortless QBO Data Sync—No More Manual Exports **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food Production | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2025 **What do you like best about LiveFlow?** I love that LiveFlow pulls in data from QBO automatically so I don’t have to export spreadsheets anymore **What do you dislike about LiveFlow?** Pricing feels high if you only use a few core features **What problems is LiveFlow solving and how is that benefiting you?** It keeps reports live and accurate, so I’m not worried about working off outdated numbers. It lets us build reliable budget vs. actuals and dashboards in Google Sheets. ### 46. LiveFlow - easy to use and worth the investment! **Rating:** 5.0/5.0 stars **Reviewed by:** Johnny R. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2025 **What do you like best about LiveFlow?** Hello! I was new to using LiveFlow, but I have to admit that using it is very intuitive. It is very easy to implement, customer service is fast and excellent. I use the software for presentations and frequently use the dashboards. There are many features and I am learning something new all of the time. The best part, is that LiveFlow intergrates very easy with QuickBooks. I highly recommend this tool. **What do you dislike about LiveFlow?** To be honest, I haven't found anything that I dislike about LiveFlow. **What problems is LiveFlow solving and how is that benefiting you?** Liveflow quickly and easily populates our financial information that allows us more time for analysis and less time for preparation. ### 47. Seamless Cash Flow Projection with QuickBooks Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Jon T. **Reviewed Date:** December 18, 2025 **What do you like best about LiveFlow?** I like how LiveFlow offers seamless integration with QuickBooks, which is essential for my work. It's also very user-friendly, making it easy to navigate and use. The setup was pretty easy too, which I appreciated. **What do you dislike about LiveFlow?** sometimes the help can be slow **What problems is LiveFlow solving and how is that benefiting you?** I use LiveFlow for cash flow projections with up-to-the-moment updates and seamless integration with QuickBooks. ### 48. LiveFlow is a time saver! **Rating:** 4.5/5.0 stars **Reviewed by:** Michael A. | CFO, Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2025 **What do you like best about LiveFlow?** We use QuickBooks for our accounting and manage four separate companies that require monthly consolidated financial statements. Previously, this was a time-consuming and error-prone manual process using linked spreadsheets we built in-house. Since implementing LiveFlow, the process has become significantly more efficient. LiveFlow connects directly to QuickBooks, automating our financial consolidation and eliminating the need for manual updates. It has saved us substantial time and reduced the risk of errors, allowing us to focus on analysis instead of data manipulation. It's been a game changer for our finance team!!!! **What do you dislike about LiveFlow?** The only real downside is the set up. Like any software set up, there is a learning curve to that, but the set up process was drag and drop so it was easy to change as we went. **What problems is LiveFlow solving and how is that benefiting you?** Automating our consolidating process an saving us a hours of reconciliation time. ### 49. Almost Perfect **Rating:** 4.5/5.0 stars **Reviewed by:** Treacy D. | Accountant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 02, 2025 **What do you like best about LiveFlow?** I have switched to using LiveFlow for most of my reporting. It makes reviews so much easier and faster! I personally like looking at spreadsheets more than the reports out of QBO and the fact that I can update in next to real time makes my life so much easier. The fact that it integrated as an extension is also great. **What do you dislike about LiveFlow?** I wish the dashboards were easier to customize. I already have dashboards for my clients taht they are used to and it would be great to have them just connect easier. **What problems is LiveFlow solving and how is that benefiting you?** Time, it saves so much time ### 50. LiveFlow + QuickBooks = Easy financial control of my business **Rating:** 5.0/5.0 stars **Reviewed by:** Nick G. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2022 **What do you like best about LiveFlow?** 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. **What do you dislike about LiveFlow?** 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. **What problems is LiveFlow solving and how is that benefiting you?** - Knowing how my business fares in terms of short-term and long-term financial forecasting - Managing my day-to-day operations from a finance standpoint - Simplifying my financials down to the absolute "need to know's" ## LiveFlow Discussions - [What is LiveFlow Google Sheets Add-On used for?](https://www.g2.com/discussions/what-is-liveflow-google-sheets-add-on-used-for) - [View LiveFlow pricing details and edition comparison](https://www.g2.com/products/liveflow/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-24+16%3A42%3A32+-0500&secure%5Bsession_id%5D=8107c276-ede5-474c-a3ad-886d0d7b415a&secure%5Btoken%5D=bc973ccd94df6cf384a608e0cafafb770d9401fa58d98139cf8090743123afbf&format=llm_user) ## LiveFlow Integrations - 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[Xero](https://www.g2.com/products/xero/reviews) ## LiveFlow Features **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Data Management** - Data Import - Data Consolidation - Data Validation **Accounting** - AP Automation - AR Automation - Audit Trail - Budgeting / Forecasting - Collections Automation - Financial Statements - Invoice Customization - Journal Entries - Monitor Cash Positions - Multi-Entity / Consolidation - Payment Processing - Recognition Rules - Reconciliations - Tags / Dimensions - Payments Scheduling - Payment Batches - Payment Settlements - Payment Methods **Reconciliation** - Consolidation - Management **Financial Planning** - Reporting - Integration **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Back Office** - Allocation - Asset Register - Lean Management - Maintenance - Organization Management - Payroll - Portfolio Mix - Purchase Orders - Requisition - Shift Scheduling - Sourcing - Status - Time & Attendance Tracking - Warranty Management **Reporting** - Report Types - Standard - Custom **Accounts Payable** - AP Automation - Payment Processing - Purchase Orders **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Front Office** - ATP - Checkout Process - Configuration Rules - Contact & Account Management - Customer Portal - Field Service Booking - Field Service Dispatch - Product & Price List Management - Product Catalog - Promotions and Discounts - Quote & Order Management - Returns / Refunds - Storefront Design Tools - Territory & Quota Management - Tickets - Visual Configuration **Closing Process** - Journal Entries **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Integration** - Breadth of Partner Applications - Data Import and Export Tools - Integration APIs **Other Functionality** - Inventory Tracking / Ordering - Inventory Pricing and Costing - Inventory Reporting - Multi-Entity / Consolidation - Recognition Rules - Reconciliations - Payroll - Time and Expense **Logistics** - Centralized Inventory Database - In Transit - Inventory Forecasting - Inventory Pricing and Costing - Inventory Reporting - Inventory Tracking / Ordering - Picking Methods - Picking Planning - Receiving - Shipping Options **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making **AI - Financial Close** - Autonomous Task Execution - Compliance - Reconciliation - Data Collection - Analysis **Reporting & Analytics** - Financial Statements - Custom Reporting - Budgeting / Forecasting - Dashboards **Platform** - Customization - Internationalization - Output Document Generation - Performance and Reliability - User, Role, and Access Management - Workflow Capability **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Performance and Reliability - Output Document Generation **Production** - BOM - Defects - Identify Demand - Inspections - Manage Resources - MPS - MRP - Production Plans - Rework - Shop Floor - Waste - WIP **Integration** - Data Import and Export Tools - Integration APIs - Breadth of Partner Applications **Reporting & Analytics** - Custom Reporting - Dashboards - Integration **Cash Flow** - Track Cash Flow - Income and Expenses - File Exports **Generative AI** - AI Text Generation - AI Text Summarization **Budgeting & Forecasting** - Budgeting / Forecasting - Data Import - Versioning - Historical Data **Agentic AI - ERP Systems** - Decision Making **Revenue** - Revenue Types - Revenue Allocation - Scheduling **Payroll** - Direct Deposit - Check/W-2 Printing - Tax Calculation - Reporting and Dashboards **AI** - Data Extraction - Invoice Processing - Expense Management - Fraud Detection - Tax Compliance - Support Chatbots - Bank Reconciliations - Report Generation - Customizable Alerts - Predictive Analytics **Mobile Applications - Accounting** - Cloud Integration - Notifications - UI - Offline - Expense Tracking - Invoice Management **Agentic AI - Accounting** - Autonomous Task Execution ## Top LiveFlow Alternatives - 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