LiveFlow
AI-powered financial reporting and FP&A automation platform
About LiveFlow
LiveFlow is a unified AI-ERP and FP&A platform that connects accounting systems like QuickBooks, Xero, and NetSuite to Google Sheets and Microsoft Excel. It enables real-time financial reporting, multi-entity consolidation with currency conversion, and automated cash flow forecasting for finance teams.
Pros & Cons
Pros
- Massive time savings on financial reporting — eliminates hours of manual data entry each week
- Real-time sync means reports always reflect current data without manual refresh
- Multi-entity consolidation with automatic currency conversion is a standout feature
- Works within familiar Google Sheets/Excel interface — no steep learning curve
- Responsive and helpful customer support team
- Reduces errors from manual data entry and copy-paste mistakes
Cons
- Expensive starting at $500/month — significantly more than basic accounting tools
- Limited integrations beyond QuickBooks, Xero, and NetSuite — no CRM or operational data sources
- Xero integration is less robust than QuickBooks support
- Initial template setup can be time-consuming
- Version history becomes difficult to navigate with auto-refreshing documents
- No transparent public pricing — requires sales consultation
Key Features
Real-Time Data Sync
Automatically syncs financial data from QuickBooks, Xero, and NetSuite into Google Sheets or Excel with instant refresh
Multi-Entity Consolidation
Combines data from multiple QuickBooks companies into unified reports with automatic currency conversion
AI-Powered Forecasting
Automated cash flow forecasting using current financial data and AI analysis
100+ Financial Templates
Pre-designed templates for KPI dashboards, budget vs actuals, P&L statements, and more
Custom Report Builder
Create tailored financial reports with drag-and-drop customization in familiar spreadsheet interfaces
Budget vs Actuals Tracking
Live comparisons of budgeted figures against actual performance with automatic variance analysis
SOC-2 Compliance
Enterprise-grade security with SOC-2 certification and state-of-the-art data protection
Collaborative Workflows
Team-based financial planning with shared dashboards and real-time collaboration features
Pricing
- QuickBooks/Xero integration
- Google Sheets sync
- Basic templates
- Single entity
- Multi-entity consolidation
- Currency conversion
- Advanced templates
- Priority support
- NetSuite integration
- Unlimited entities
- Custom workflows
- Dedicated account manager
- SOC-2 compliance
Best For
Multi-Entity Financial Consolidation
Finance teams managing multiple business entities can consolidate all financial data into unified reports with automatic currency conversion
Automated FP&A Reporting
FP&A analysts can replace manual spreadsheet work with real-time budget vs actuals dashboards that update automatically
CFO Dashboard & KPI Tracking
CFOs and finance leaders get live dashboards showing key financial metrics pulled directly from their accounting system
Accounting Firm Client Reporting
Accounting firms serving multiple clients can generate and distribute financial reports efficiently across all client entities
