LiveFlow Lite
for Finance Teams
Full self-serve, low-friction entry point for finance teams to experience LiveFlow's core value: seamless, real-time QuickBooks Online (QBO) data flowing into Google Sheets and Excel.
Connect 1 QBO file during your 14-day trial and get started in minutes.
Danial Shaikh
VP Finance and Operations
North America’s #1 platform for strategic, multi-entity finance teams
What You Get
Lightweight automation built for speed, clarity, and error-free reporting.
01
Instant Syncing
Real-time Reporting
Keep Google Sheets and Excel reports continuously synced to QuickBooks Online. With Lite, your financials are always current without monthly exports, CSV cleanup, or manual refresh routines.
02
FP&A Capabilities
FP&A flexibility in GSheets & Excel
Seamlessly build the reporting your business actually needs, including cash flow forecasting, KPI dashboards, budget vs. actuals, and ad hoc analysis, directly in spreadsheets.
03
Standardization
Clean chart of accounts as you scale
Roll up general ledger accounts into standardized reporting categories (Revenue, COGS, S&M, G&A), so your reporting stays consistent even as new accounts get added and the chart of accounts gets more complex.
04
Faster Reporting
Faster reporting cycles, fewer mistakes
Reduce copy & paste errors and “which version is right?” confusion by pulling from a single source of truth - helping you move faster at close and answer leadership questions on demand.
What Teams Love About LiveFlow Lite
The finance function is moving away from data wrangling and towards partnering with teams across the organization. LiveFlow is key in enabling that shift.
Danial Shaikh
Milk Moovement
"There’s something more pleasing about how I interact with my data in LiveFlow. It feels sleeker."
Emily Manashi, Accounting Manager
“If you don’t have automated systems like LiveFlow, you’re likely falling behind — missing opportunities to put the next marginal dollar in the right place and give your team the data they need.”
Myles McGinley, Head of Finance
“LiveFlow saved us the cost of extra hires and transformed month-end. It lets a small team run 50+ entities — and keep scaling.”
Lukas Inveiss, VP of Finance
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Start Automating Your Finances Today
3× faster monthly reporting
Setup under 15 minutes
99.8% live data accuracy
Zero-maintenance automations
Manage 30+ clients with ease
Real-time visibility across accounts