Knowledge Center

As of May 16, QuickBooks Online (QBO) has officially sunset its “Tags” feature, a favorite among finance teams for organizing transactions beyond traditional accounting structures. For businesses that relied on Tags for customized filtering, budgeting by initiative, or enhanced reporting, the removal of this feature poses a clear challenge.

Post-acquisition KPI analysis is essential for understanding the performance and financial health of newly acquired LLCs and subsidiaries. It helps evaluate whether these investments are meeting expectations and contributing to the company’s overall growth. This is particularly valuable for the private equity industry, which is highly acquisitive and demands rigorous performance tracking across diverse portfolios

A 13 week rolling cashflow forecast is a short-term financial planning tool that provides a forward-looking view of a company's cash inflows and outflows over the next 13 weeks. The forecast is "rolling", meaning it is continuously updated every week.

Managing financial consolidation across multiple currencies presents unique challenges for finance teams. As businesses expand globally, the need for robust multi-currency consolidation tools becomes increasingly critical. This article examines seven leading financial consolidation solutions that effectively handle multi-currency operations, helping finance leaders make informed decisions based on their specific requirements.

Acquiring multiple companies creates significant financial reporting challenges for organizations. According to recent data, over 70% of finance teams struggle with consolidation processes after acquisitions, often spending weeks manually reconciling data across different systems. While traditional approaches often fall short, innovative solutions like LiveFlow are revolutionizing how finance teams handle post-acquisition consolidation—reducing what once took weeks into minutes.

Accurate, real-time budget vs actual tracking is critical for finance teams aiming to control costs, improve forecasting, and deliver timely insights to stakeholders. According to a 2024 survey by Deloitte, 68% of CFOs cite real-time financial visibility as their top priority for driving business performance. Yet, many organizations still rely on manual processes or outdated tools, leading to delays, errors, and missed opportunities. This article explains how automated financial reporting software, specifically LiveFlow, addresses these challenges and sets a new standard for budget vs actual tracking and reporting.

Managing financial data across multiple entities is a core challenge for finance and private equity teams, especially as organizations grow through strategic acquisitions or expand internationally. According to a 2024 survey by Deloitte, 68% of finance leaders cite multi-entity consolidation as a top pain point, with manual processes leading to delays and errors in month-end reporting. For companies using QuickBooks Online (QBO), mapping, grouping, and consolidating general ledger (GL) accounts across entities is essential for accurate, timely, and actionable financial reporting.

In today’s fast-moving financial environment, businesses need agile, accurate, and insightful financial tools to drive performance. Financial reporting software has evolved into a crucial part of modern finance operations, enabling teams to consolidate data, forecast cash flow, and track budgets—all through intuitive dashboards and automation.This article provides a comparative overview of the top financial reporting solutions on the market in 2025, focusing on features like real-time dashboards, cash flow forecasting, multi-entity consolidation, and budget tracking.

Managing budgets across multiple departments while tracking actual expenses in QuickBooks presents significant challenges for finance teams. Organizations need efficient systems to compare budgeted amounts against actual spending, especially when dealing with complex organizational structures. This comprehensive guide explores how to effectively implement multi-department budgeting while leveraging QuickBooks for tracking actuals, and how LiveFlow's solutions can streamline this critical financial process.

SaaS companies face mounting pressure to deliver accurate, timely financial reports across multiple entities, currencies, and business units. According to a 2024 survey by CFO Dive, 68% of finance leaders cite manual reporting as their top barrier to strategic decision-making. The cost of slow, error‐prone processes is clear: missed opportunities, compliance risks, and lost investor confidence. Automating SaaS financial reporting in QuickBooks is no longer optional—it is a necessity for scaling efficiently and maintaining a competitive edge.