About LevelJump Healthcare
LevelJump Healthcare Corp. (TSXV: JUMP) is a Canadian healthcare company specializing in diagnostic imaging and teleradiology services. Headquartered in Toronto, Ontario, the Company has provided radiology services for over a decade.
LevelJump is actively expanding its footprint through both organic growth and strategic acquisitions, consolidating the fragmented imaging services market to establish a dominant national presence.
From Tedious Consolidations to Real-Time Reporting
The Challenge
Before adopting LiveFlow, LevelJump’s finance team led by CFO, Robert Landau, struggled with a disjointed and time-consuming reporting and consolidation process. Financial data from its four entities booked in separate Quickbooks Online files had to be exported to Excel, manually manipulated, and linked into Microsoft Word for formal reporting. This workflow was error-prone and difficult to maintain during audit cycles or when real-time visibility was required. Moreover, when new accounts were added, there was no certainty about the accuracy of the consolidated reports.
LevelJump reviewed several ERP and FP&A solutions to support their multi-entity consolidation and reporting before landing on LiveFlow. They explored:
ERP Solutions
- Sage: The platform was expensive and required a long, consultant-led onboarding process. Rob was advised to hire external contract support to start, which would have added significant complexity and overhead. Further customizations down the line required significant time investments and were prone to error.
- NetSuite: The implementation was time-intensive, and the licensing and customization costs were unfathomable for LevelJump.
Software Solutions
- Microsoft Dynamics: Overly complex for their needs.
- Reach Reporting: Lacked Microsoft Office integration.
- Datarails: Promised flexibility, but suffered from frequent syncing delays and lackluster usability. Often updates from QuickBooks Online could take a day to refresh in his models.
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Why LiveFlow Stood Out
What ultimately won Rob over was LiveFlow’s laser focus on QuickBooks Online, Consolidation and seamless integration with Excel:
- Automated consolidation: Rob uses LiveFlow for two consolidation workbooks — one for core financial tables and another for secondary note disclosures — dramatically simplifying his audit-ready reporting.
- Live report syncing: Changes made in QuickBooks Online update instantly in Excel without needing to push a button. This means as he assembles his quarterly and annual reports and closes out his books, he knows the tables in those filings are accurate and the latest, worry-free.
- Minimal learning curve: After three onboarding sessions, Rob was independently producing full annual reports exactly where he expected them to be – in the familiar Excel file he has had for years.
Lasse, LiveFlow’s CEO and founder says:
“We've designed our platform with customers exactly like Rob in mind – low lift, error-free, with custom consolidation and reporting. We want LevelJump and all our partners to not only automate FP&A work but enjoy it. We want to help CFOs, like Rob, focus on driving their awesome companies forward."
Workflow Transformation with LiveFlow
Rob created an Excel-based reporting package that is dynamically connected to QuickBooks Online with LiveFlow and includes:
- Main financial tables: Income Statements, Balance Sheets, and Cash Flow statements.
- Supporting tables: Powered by consolidation with more disclosures across multiple tabs in Excel, all automatically updated when QuickBooks Online data changes.
- Excel integrations: Linked Word documents that reflect real-time updates from Excel for polished, audit-ready reports.
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Quarterly Roll-Forward Efficiency
Rolling forward to a new quarter is as simple as updating one set of period cells. Rob is centralizing these input dates so that all Excel tabs reference them, allowing for faster, template-driven report generation in the future.
Unique Fit for Healthcare
Healthcare companies, especially in Canada and the U.S., often rely on QuickBooks Online for basic accounting while using separate billing systems for government or insurer reimbursement. LiveFlow complements this model perfectly:
- QuickBooks-first deep integration: Avoids the complexity of multi-source tools like Datarails.
- Real-time updates: Ideal for tracking insurer reimbursement adjustments and reconciliations, which are frequent in healthcare billing that can lag weeks and even months after closing the books.
- Excel-native interface: Familiar tools reduce learning curve for lean finance teams.
- Built-in healthcare KPI dashboards: Empower finance teams with visibility into expense categories and department-level performance, critical metrics for modern healthcare operations.
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Internal Collaboration: AP and Beyond
With his main reports now automated, Rob is uncovering additional ways to integrate LiveFlow into his day-day operations:
- AP workbook: Shared across the CFO, CEO, and Controller, allowing real-time visibility and approval of vendor payments.
- Manual download eliminated: No more emailing spreadsheets or manually syncing changes.
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Lasse:
“Every time we save you a few minutes per task, it compounds into hours saved monthly. That’s how you improve productivity.”
Advice for Other Healthcare Finance Teams
Rob’s guidance is clear:
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LiveFlow: A Scalable Partner for Healthcare
When LevelJump expands its operations, LiveFlow’s simplicity and scale are a core advantage. Adding new entities is as easy as connecting more QuickBooks Online files — no consultants, no retraining. LiveFlow enables fast multi-site consolidation, giving finance teams a unified view of performance across all clinics and locations.
📢 Ready to bring sanity to your healthcare financial reporting?
Request your demo today →
