LiveFlow raises $13.5 million Series A led by New York-based Valar Ventures and launches LiveFlow Next to revolutionize accounting!
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Connect QuickBooks or Xero to Microsoft Excel and sync your reports in real time

Sync your financial data with Microsoft Excel and create live, impactful dashboards in just a few minutes

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Finish your month-end reporting in record time

  • Connects to QuickBooks Online or Xero easily
  • Choose from LiveFlow's library of 100+ customizable templates
  • In just a few clicks, you've created a live dashboard that updates regularly to keep your clients and stakeholders in the loop
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Totally customizable reporting for any use case

  • Add columns and rows without breaking the dashboard
  • Your custom data and columns stay when reports refresh automatically
  • We can even create a white-labeled financial model to save you more time
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Live data in Microsoft Excel

  • True set-it-and-forget-it reporting for your clients and stakeholders
  • Save hours per month updating dashboards and exporting files
  • Spend more time on analysis and less on crunching numbers
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What reports can LiveFlow import from QuickBooks Online & Xero?

LiveFlow can pull the following reports from QuickBooks Online. Need something else? Let us know.
Profit & Loss
Profit & Loss Detail
Balance Sheet
Balance Sheet Detail
Cash Flow
A/P Aging Summary
A/P Aging Detail
A/R Aging Summary
A/R Aging Detail
Sales by Customer Summary
Sales by Customer Detail
Sales by Product/Service Summary
Sales by Product/Service Detail
Income by Customer Summary
Trial Balance
Journal
General Ledger
Transaction List
Transaction List by Vendor
Transaction List with Splits
Transaction Detail
Collections Report
Open Purchase Orders
Open Purchase Orders Detail
Bill Payments List
Customer Contact List
Account List
Expenses by Vendor
Unpaid Bills
Invoice List
Invoices and Received Payments
Class List
Check Detail
Vendor Contact List
Unbilled Charges
1099 Transaction Detail
1099 Contractor Balance Summary
Product/Service List
Purchases by Product/Service Detail
Unbilled Time
Estimates by Customer
Time Activities
Project Profitability
Open Invoices
GST/HST Summary
GST/HST Detail
Recurring Template List
View All
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Don't just take our word for it.

See why the top minds in finance love to use LiveFlow

500+ Professionals and agencies have already streamlined their workflow with Liveflow

"LiveFlow has given us the gift of time back, and we love the product!"

Sara Jones
Director

“LiveFlow has completely changed the way we run reports for our 160+ clients!”

Alex Wittenberg
COO

"The LiveFlow platform works wonders. I recommend it to everyone!"

Korey Cournoyer
Director of Corp. Dev.

"LiveFlow saves me two days a month. Their customer service is outstanding!"

Michael Alliman
Founder & Partner

“Cuts out manual time and headaches, and the team is excited about it! A++”

Nicole Meloni
Accountant

“LiveFlow has upgraded our Reporting processes from 10 to 3 days. Very much recommend.”

Jaime A. Barriga
VP Finance

"LiveFlow allows our team to focus on the financial analysis behind the numbers."

Kevin Au
Financial Analyst

"LiveFlow saves me time and tedium. I can spend more time on higher-level work. I LOVE it!!"

Cheryl Lanahan
Founder & Bookkeeper
99%
Customer satisfaction score
25
Hours saved per month on consolidation
<2 min
Median customer support response times

Supercharge your financial reporting today

See LiveFlow in action and discover how to streamline your workflows.

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