Transform your client reporting with LiveFlow’s customizable dashboards, seamlessly visualize key data from QuickBooks or Xero—without the hassle of formulas or technical skills.
Our sleek, visual components are designed to leave an impact—whether you’re working with a seasoned client who knows their numbers or a novice who needs clarity and simplicity.
Most reporting tools limit the data you can display—not LiveFlow. We’ve built the most flexible report builder! Visualize any data from QuickBooks or Xero exactly how you want, with total customization at your fingertips.
Give clients instant access to their numbers with a live dashboard link, letting them view their data whenever they need it.
Combine key data with personalized insights to help clients make smarter decisions with tailored summaries of their financials.
Forget about time-consuming PDFs. With LiveFlow, you can freeze dashboards and show clients only what they need, when they need it. Plus, track every frozen dashboard for easy reference later.