Automation and AI

Transform Client Reporting with Custom Dashboards from LiveFlow

October 11, 2023
About this webinar

Discover how LiveFlow Dashboards can transform the way you deliver financial insights to your clients!

See how to create fully customizable, scalable dashboards that visualize key data from QuickBooks or Xero in the plug & play dashboard builder — without the hassle of formulas or technical skills. Check it out in action: https://bit.ly/LFdashboards


In this session, you’ll learn to:

✅ Build personalized dashboards for any client, with total flexibility.

✅ Design sleek, professional dashboards that simplify complex data.

✅ Enable anyone on your team to easily create client reports.

✅ Apply dashboards across all clients with a single click.

✅ Stop wasting time with PDFs by freezing dashboards and controlling what your clients see, when they see it.

About our guest
Lasse Kalkar
LiveFlow Just Launched Our Excel Integration!
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Save time and stress on your QBO reporting.
Average customer saves 192 hours a month!
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