Premium Template

QuickBooks Ultimate SaaS Financial Tracking Template for Google Sheets & Excel

Get real-time insights and analysis for improved financial decision-making and accountability.

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What are premium templates?

Premium Templates are advanced solutions for complex financial reporting tasks. Unlock a template for a one-time fee, which includes unlimited access and full support for template implementation. Book a demo above to learn more.

Compatible with

Excel

Google Sheets

Integrations

QuickBooks

Live data

LiveFlow

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Learn how to set up this template in the video below

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Template description

Specially designed for SaaS businesses, this template tracks key financial metrics such as monthly recurring revenue, churn rate, customer acquisition costs, and lifetime value. Compatible with Google Sheets and Excel, it provides SaaS companies with the insights needed to drive growth and profitability. Integration with LiveFlow ensures that the template is continuously updated with the latest financial data from QuickBooks Online, offering a real-time view of financial performance.

Key features

  • Tailored for SaaS businesses, tracking key financial metrics like MRR, ARR, CAC, and churn rate.
  • Facilitates growth tracking, financial planning, and investor reporting.
  • Supports strategic decision-making with comprehensive SaaS-specific financial insights.

Who can this template help?

Finance teams and CFOs in SaaS companies focused on key performance metrics

Use cases

Tracks critical financial and operational metrics specific to SaaS business models, supporting growth analysis and investor reporting.

Want some help getting the template up and running?

Book a demo

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Get started in 3 simple steps

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1. Import the template

1. Request access

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2. Connect LiveFlow

Connect to LiveFlow, so you can import live data to your model.

Connect to LiveFlow
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3. Customize it

Customize the template into anything you like.

See how

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Frequently Asked Questions
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