Live reporting for every client
Built for scaling CAS firms, bookkeepers, fractional CFOs and finance teams operating on QuickBooks Online
In-house finance team?
See multi-entity consolidation
Trusted by hundreds of accounting firms and finance teams for reliable reporting
We go into QuickBooks, so you don’t have to.
Connect your QuickBooks files once. Then use your AI agent and pull any QuickBooks report live in Excel or Google Sheets.
Use the LiveFlow MCP to pull any QuickBooks Online data into your AI assistant: reports, balances, transactions.
What our Customers Say…
CPAs, firm owners and finance leads on what changed once their QuickBooks data went live.
Verified reviews on G2
Rebecca E.
CEO · Small business
5/5
“Unparalleled Efficiency with Instant Setup”
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.
Read full review
Jessica E.
Accounting Director · Small business
5/5
“Real-Time Data Sync Revolutionizes Financial Reporting”
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.
Read full review
Katelynn S.
Director of Financial Operations · Mid-market
5/5
“Game Changer!”
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.
Read full review
Jamison W.
Chief Strategy Officer · Small business
5/5
“Budgeting and Forecasting transformation”
LiveFlow has transformed how we manage financial reporting and budgeting. We use it to sync QuickBooks data into Excel, giving us real-time visibility and control.
Read full review
Scott M.
CPA, Business Advisor · Mid-market
5/5
“Game Changer”
Liveflow has a very intuitive interface that allows us and our clients to establish spreadsheets that stay updated with the latest info in QBO.
Read full review
JB
JaRelle B.
Accounting Controller · Small business
5/5
“Saves so much time!”
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…
Read full review
Mike S.
Client Manager · Small business
5/5
“Instant QuickBooks Sync Transforms Reporting Workflow”
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.
Read full review
Chad R.
Small business
5/5
“Seamless QBO Integration for Effortless Client Reporting”
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.
Read full review
Liz S.
CEO · Small business
5/5
“Game Changer for CAS firms”
The seamless integration with QBO has streamlined reporting and allowed my team more time to focus on advisory services and supporting our clients. Customer service has also been stellar.
Read full review
Daanish S.
Finance Manager · Mid-market
5/5
“Very strong service, software with massive potential with a great team”
The team has been great, they are extremely knowledgeable about their product. The product itself is very advanced…
Read full review
Clara F.
Senior Accounting Associate · Small business
5/5
“LiveFlow is the way of the future”
What I find most helpful about LiveFlow is the ability to focus on analysis without being burdened by data modeling or querying.
Read full review
CV
Colin V.
Certified Public Accountant · Small business
5/5
“Best Reporting Tool”
I love the customizable reports. This has been a huge value-add for my clients and it’s where most other reporting tools fall short.
Read full review
Most firms still export from QuickBooks, paste into spreadsheets and fix the formulas, every month, for every client.
- No exporting or pasting. QBO data flows straight into your reports.
- The same report for every client. Build once, roll out to all.
- Scale without adding staff. The tenth report takes as long as the first.
Our Products
Sync QuickBooks reports into Google Sheets and Excel in real time, and refresh them right from your workbook.
