---
title: LiveFlow Reviews
meta_title: 'LiveFlow Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 332 reviews by the users' company size, role or industry
  to find out how LiveFlow works for a business like yours.
aggregate_rating:
  rating_value: 4.9
  review_count: 332
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# LiveFlow Reviews
**Vendor:** LiveFlow  
**Category:** [Financial Close Software](https://www.g2.com/categories/financial-close)  
**Average Rating:** 4.9/5.0  
**Total Reviews:** 332
## About LiveFlow
LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&amp;A together in one place. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. LiveFlow FP&amp;A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets:&amp;nbsp;Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes:&amp;nbsp;Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models:&amp;nbsp;Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts.



## LiveFlow Pros & Cons
**What users like:**

- Users praise LiveFlow for its **ease of use** , streamlining financial reporting and minimizing manual work and errors. (80 reviews)
- Users find LiveFlow to be a **time-saving tool** , greatly expediting their period-end review processes effectively. (72 reviews)
- Users value the **time-saving capabilities** of LiveFlow, significantly streamlining their month-end review processes. (70 reviews)
- Users highlight the **reporting efficiency** of LiveFlow, saving significant time and enhancing report quality effortlessly. (66 reviews)
- Users value the **efficiency** of LiveFlow, significantly reducing time spent on financial reporting and data updates. (57 reviews)
- Users value LiveFlow for its **automation capabilities** , significantly reducing manual tasks and streamlining bookkeeping processes. (56 reviews)
- Excel Integration (45 reviews)
- Customer Support (44 reviews)
- Users appreciate the **seamless integrations** of LiveFlow, enhancing efficiency and simplifying financial reporting processes. (44 reviews)
- Easy Setup (43 reviews)

**What users dislike:**

- Users note the need for improved **integration with third-party platforms** to enhance LiveFlow&#39;s versatility and functionality. (22 reviews)
- Users feel that **inefficient reporting** in LiveFlow requires manual adjustments, detracting from overall productivity and ease of use. (11 reviews)
- Users find **limited customization** options in LiveFlow, wishing for more flexibility in reporting and integrations. (11 reviews)
- Users struggle with **refresh issues** in LiveFlow, making version history challenging to navigate over time. (11 reviews)
- Users find LiveFlow&#39;s features great, but deem the **pricing steep** for early-stage businesses and basic access. (10 reviews)
- Users express frustration with **limited reporting** options in LiveFlow, often needing to manually adjust complex custom reports. (10 reviews)
- Difficult Setup (8 reviews)
- Users express frustration with **Excel integration issues** , limiting their ability to create consolidated reports efficiently. (8 reviews)
- Users find **integration issues** with LiveFlow challenging, particularly in mapping and compatibility with third-party platforms. (8 reviews)
- Limitations (7 reviews)

## LiveFlow Reviews
  ### 1. Liveflow help me to build reports

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jhonatan S. | Sr. Accountant, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 04, 2024

**What do you like best about LiveFlow?**

The conection with my accounting systems is very good. I can create and modify the reports I normally use for my closing.
Customer support is very fast and very helpful.

**What do you dislike about LiveFlow?**

Sometimes some books already connected crashed and dont update quickly. I can solve that faster when I create a copy of the book and reconnect it. But I guess we should see this issue in detail and understand why this happen.

**What problems is LiveFlow solving and how is that benefiting you?**

Update my reports in Google Sheets from my accounting system, without manual input.

  ### 2. Save time and reduce manual updates

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 19, 2025

**What do you like best about LiveFlow?**

This app helps efficiency and decreases the amount of manual updates for monthly, quarterly, or annual reporting. I am a new user and look forward to finding new ways to utilize the software.

**What do you dislike about LiveFlow?**

I wish you could export the drill down window into excel

**What problems is LiveFlow solving and how is that benefiting you?**

Time saving

  ### 3. LiveFlow has been a total game-changer for our CFO reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Caitlin B. | Finance Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2025

**What do you like best about LiveFlow?**

As an accounting firm, we use it to build out real-time, easy-to-understand dashboards for our clients, especially in the construction space. The way it pulls live data from QuickBooks into Google Sheets has saved us a ton of time and made our reports way more dynamic and insightful.

Our clients love the clean look and how quickly we can turn around answers, and we love how easy it is to use. It’s become a core part of how we deliver our CFO services.

**What do you dislike about LiveFlow?**

There isn't anything that I don't like. It was easy to implement and is easy to use/understand.

**What problems is LiveFlow solving and how is that benefiting you?**

We are able to create fully customizable reports for all of our clients in a way that is easy for them to understand.

  ### 4. Recommend!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2025

**What do you like best about LiveFlow?**

LiveFlow is very easy to use and integrates seamlessly with Google Sheets. It saves a lot of time by keeping financial data automatically updated, which makes reporting much more efficient.

**What do you dislike about LiveFlow?**

There isn’t much to dislike, but some advanced features could benefit from clearer documentation. Occasionally, more customization options would be helpful.

**What problems is LiveFlow solving and how is that benefiting you?**

LiveFlow eliminates manual spreadsheet updates and reduces the risk of errors. This streamlines our financial processes, saves time, and allows us to focus on higher-value work.

  ### 5. LiveFlow helps save us time!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2024

**What do you like best about LiveFlow?**

With LiveFlow, the team has been able to automate our reporting to allow more time to be spent on higher value analytics.  It is also good for creating reporting that the client needs from QBO that doesn't need to be reviewed.  The report can be created in a way that it will update every day, saving the team from having to download the report and email to the client.

**What do you dislike about LiveFlow?**

It would be better if the dashboards had a more modern look/feel and higher quantity.

**What problems is LiveFlow solving and how is that benefiting you?**

Before LiveFlow, our Advisory team needed to download multiple reports from QBO for month-end reporting, which was very time consuming.  LiveFlow allows us to update reporting either automatically or refresh on demand, which saves a lot of time.

  ### 6. Significantly cuts down processing time and increases data export efficiency

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 24, 2025

**What do you like best about LiveFlow?**

LiveFlow significantly cuts down on the time it takes each month to update financial models with the latest data from Quickbooks. Changes to accounts on QBO flow through easily in the model without extra fuss. The ability to update reports on your desired cadence is extremely helpful. Lastly, the onboarding team at LiveFlow was very pleasant to work with.

**What do you dislike about LiveFlow?**

No downsides, but would warn the software does come with a bit of a learning curve. Well worth the effort!

**What problems is LiveFlow solving and how is that benefiting you?**

LiveFlow enables us to scale as a business as it cuts down on our team's processing size. It also comes with beautiful visual dashboards to enhance our offerings to clients.

  ### 7. LiveFlow is Amazing!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alana C. | Senior Associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 07, 2024

**What do you like best about LiveFlow?**

LiveFlow makes it so much easier to pull reports for clients. Tasks that would have taken me 15 minutes, now only take 2. It saves so much time because you don't have to keep pulling the same report, liveflow updates it in real time! Game Changer!

**What do you dislike about LiveFlow?**

One thing LiveFlow could improve on is the customization options for the reports. There doesn't seem to be as many options to customize the report as there is in QBO.

**What problems is LiveFlow solving and how is that benefiting you?**

LiveFlow is solving the problem of us having to pull new reports any time an update is made in QBO. With LiveFlow, it all updates in the budget or whatever spreadsheet we are using automatically. It saves so much time!

  ### 8. LiveFlow for Automated Reporting and Dashboards

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2025

**What do you like best about LiveFlow?**

LiveFlow's integration with Google Sheets allows us to build dashboards that reflect real time results. It's as current as our transactions coding. The UI in the extension is also very straightforward and allows for many different views of financial performance.

The web dashboards are also very visually appealing for smaller clients that don't need customized metrics.

**What do you dislike about LiveFlow?**

At first we had some challenges with building custom dashboards that reference the data pulled in from LiveFlow. But their support team is great, and we resolved everything quickly.

**What problems is LiveFlow solving and how is that benefiting you?**

LiveFlow allows us to build customized dashboards that can pull in real-time data from our clients' accounting systems. It enables us to deliver insights faster, and focus more time on financial strategy.

  ### 9. Empowering emerging leaders with LiveFlow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Fernando G. | Digital Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 08, 2025

**What do you like best about LiveFlow?**

Fast, seamless integration with our Google Sheets budget spreadsheets. The user interface is intuitive, making it easy to onboard new team members. LiveFlow was also quick and easy to implement compared to other more bloated products.

**What do you dislike about LiveFlow?**

Some cells are not supported by the drill down feature and it's not immediately apparent which ones are and which ones are not. This has sometimes led to confusion among our team members.

**What problems is LiveFlow solving and how is that benefiting you?**

LiveFlow has helped us empower our program teams to view and manage their own budgets *without needing to give them access to our accounting software* in a way that we had never been able to do before.

  ### 10. Excellent Tool That Enhances Productivity

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 19, 2025

**What do you like best about LiveFlow?**

It definitely saved me time within my month close review

**What do you dislike about LiveFlow?**

Sometimes the refresh in G Sheets lagged

**What problems is LiveFlow solving and how is that benefiting you?**

It's solving some of the manual work I'm doing for clients monthly

  ### 11. Dynamic Financial Modeling with LiveFlow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alexander D. | Accounting Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 25, 2025

**What do you like best about LiveFlow?**

LiveFlow has made the financial modeling aspect, quicker, cleaner and so much easier for clients to understand and provide input. The automation saves hours of formatting and data entry. The intuitive design and dashboards make it very easy for my clients to follow along. Highly recommend this software to any accounting professionals looking to take the next step in their reporting

**What do you dislike about LiveFlow?**

Sometimes the software bugs out and the formulas come undone. When this happens, I need to diagnose the issues and manually reset the data set.

**What problems is LiveFlow solving and how is that benefiting you?**

Reports are always up to date. I don't have to spend time manually entering data. Reports and Dashboards are fully customizable

  ### 12. Great platform for in-depth FP&A and reporting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brian F. | Founder; Principal Consultant, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 23, 2025

**What do you like best about LiveFlow?**

Very easy to connect my financial models and forecasts with the actual Quickbooks data. 

They have a lot of templates that work for businesses within different industries and the online dashboard functionality is very robust and adaptive. 

The customer service team was very helpful with onboarding and providing ongoing support

**What do you dislike about LiveFlow?**

Some of the models / templates do not save formulas that I manually edited. Some of the titles do not auto-upload when new categories have been added to Quickbooks.

**What problems is LiveFlow solving and how is that benefiting you?**

Making sure that all financials are up to date and that I can use real time financials when forecasting and creating budget vs actuals for the business.

  ### 13. Effortless Integration Across Platforms with LiveFlow

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 15, 2025

**What do you like best about LiveFlow?**

The ability to intergrate LiveFlow into different platforms with ease. It takes very little programming to be able to do this.

**What do you dislike about LiveFlow?**

We haven't found too many critical issues with LiveFlow at this time. Thankfully any issues we have found we've been able to reach out to the team to address.

**What problems is LiveFlow solving and how is that benefiting you?**

The ability to use fewer integrations amongst different platforms has reduced our admin work.

  ### 14. Realtime data for cleints

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 03, 2025

**What do you like best about LiveFlow?**

LiveFlow lets us build reports for our clients that get them real time data. Instead of waiting 10-15 days for month end reports, we now build flash reports that they can look at daily with up to date info. LiveFlow also removes friction in the reporting process which is always a win.

**What do you dislike about LiveFlow?**

At first the cost could seem high since you may not be used to paying for a reporting tool. But once it is in your process, it's difficult to think about not using it.

**What problems is LiveFlow solving and how is that benefiting you?**

Real time reporting for clients. It takes the user outside of QB into Google Sheets that they're more familiar with.

  ### 15. Easy to use!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gabriela M. | Financial Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 19, 2024

**What do you like best about LiveFlow?**

Liveflow quickly generates balance sheets, income statements, and is very excel friendly. Also is useful for multi-company financials and intuitive interface with an easy learning curve for finance teams!!

**What do you dislike about LiveFlow?**

At this point we don´t have nothing bad to say.

**What problems is LiveFlow solving and how is that benefiting you?**

An easier and fast consolidation. Less time in closing!

  ### 16. LiveFlow is a game changer!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 02, 2025

**What do you like best about LiveFlow?**

LiveFlow has been a total game changer for my workflows!  It's removed all of the manual hassles with downloading & re-downloading QBO reports.  I love that I can even link multiple companies to quickly reconcile accounts across QBO files.  I can't believe how much time I've saved since I started using it!

**What do you dislike about LiveFlow?**

The only downside is that I can't create some of my custom QBO reports using LiveFlow due to formatting limitations.  I would love to get them into LiveFlow to reduce the amount of reports I have to manually update & send my clients!

**What problems is LiveFlow solving and how is that benefiting you?**

It's automating manual processes and creating time savings!

  ### 17. Great tool for financial reporting and modeling

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 08, 2025

**What do you like best about LiveFlow?**

LiveFlow replaces a significant portion of hardcoding and reduces time spent going back and forth between reporting software, modeling software, and QBO. It really expands the modeling capabilities you have in Sheets. The drill down option is great especially when working on multiple client accounts so you don't have to keep switching QBO files.

**What do you dislike about LiveFlow?**

I did like the pop-up window a bit more than the new side dashboard. It gets a bit cluttered when you have lots of reports in a model. I also wish there was a way to mark reports as "locked" so they don't update when I hit "refresh all".

**What problems is LiveFlow solving and how is that benefiting you?**

I have significantly fewer input tabs to deal with and it let's me create larger models with fewer working parts. It is particularly helpful in cutting down the amount of hardcoding required thanks to the retroactive updating and QBO linkage.

  ### 18. Great Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chase N. | Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2025

**What do you like best about LiveFlow?**

LiveFlow has been great investment for our construction company. With a small crew, LiveFlow has helped us create visualizations and month-end close reports in <2 hours for items that traditionally took a few days. Really appreciated the service we received from Andrew in the sales process and Tomas in the implementation process. System has been very easy to use to create a baseline on financial reporting and excited to use more of the features.

**What do you dislike about LiveFlow?**

We have not had any issues with our LiveFlow product.

**What problems is LiveFlow solving and how is that benefiting you?**

LiveFlow has been the biggest help with our financial visualizations and creating report packages for our stakeholders

  ### 19. LiveFlow is Excellent

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 07, 2024

**What do you like best about LiveFlow?**

I've been using LiveFlow for about a year now, and I'm incredibly impressed. It's streamlined my workflow significantly and made building custom financial reports for my clients a breeze. The automatic refresh function is particularly helpful. The user interface is intuitive and easy to navigate, even for someone who isn't particularly tech-savvy. I've already recommended this software to several colleagues, and I know they'll love it as much as I do.

**What do you dislike about LiveFlow?**

The only improvement that I can think to mention is that LiveFlow does not pull in budgets that are input to the accounting software, in my case QuickBooks Online.

**What problems is LiveFlow solving and how is that benefiting you?**

LiveFlow seemlessly integrates to Excel or Google Sheets, allowing me to create customized reports for each of my clients. I'm able to expand upon canned accounting software reports, adding value to my clients businesses and unlocking additional operational insights.

  ### 20. Love this system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jonna  Z. | Senior Finance Manager, FP&amp;A, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about LiveFlow?**

The system is super easy and intuitive. I was able to create my reports within two weeks of signing up. The customer support team is incredibly friendly and always available. I'm so happy with it—I just wish I had discovered this system earlier! It makes our work so much easier. I use it every day for all our programs, and other users have had no trouble adopting the system since it works directly with Excel, the same file we already use.

**What do you dislike about LiveFlow?**

I LOVE THE System , dislike in not an option

**What problems is LiveFlow solving and how is that benefiting you?**

We have limited users in QuickBooks, but I was still spending a lot of time running reports for each individual team. Now, they have the reports in their hands and just need to refresh them to see the updates..

  ### 21. Budgeting and Forecasting transformation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jamison W. | Chief Strategy Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2025

**What do you like best about LiveFlow?**

LiveFlow has transformed how we manage financial reporting and budgeting.
We use it to sync QuickBooks data into Excel, giving us real-time visibility and control. It’s reliable, easy to use, and has become a core part of our finance workflow.

**What do you dislike about LiveFlow?**

More goodies for Google Sheets than Microsoft Excel.

**What problems is LiveFlow solving and how is that benefiting you?**

Much quicker budgeting and forecasting, more to come.

  ### 22. Game Changer!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Katelynn S. | Director of Financial Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 20, 2024

**What do you like best about LiveFlow?**

LiveFlow is the product we've been dreaming of! It gives us the ability to share current, accurate financials with key players without the need to login or even have access to our accounting software. 
We can show a consolidated view of all companies in our portfolio even though each has a separate QuickBooks company. I also love that we can group any companies together into individual workspaces to customize reports for each unique leader. It also allows custom reporting to show uniquely selected pieces of the GL. Furthermore, being able to drill into the numbers to see the data and seamlessly click into QuickBooks if necessary is incredibly helpful!
The onboarding process was fantastic as well. High level of support and follow up. They even had a member of the dev team join to learn ways they may be able to increase value and meet the needs of their customers. Honestly super impressed with everyone on the team, their knowledge and goal to be the highest value product they can be.

**What do you dislike about LiveFlow?**

Mapping the GL accounts on set up is slighly time consuming but even this aspect is reasonable.

**What problems is LiveFlow solving and how is that benefiting you?**

LifeFlow allows us to provide detailed and up the the minute financials to key players in the organization that don't live in QuickBooks like the finance team does. Leaders are able to get the information they need to make decisions right from a spreadsheet. We also value the consolidation of our multiple companies in different combinations as needed to customize based on each unique stakeholder.

  ### 23. Game Changer for CAS firms

**Rating:** 5.0/5.0 stars

**Reviewed by:** Liz S. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 02, 2025

**What do you like best about LiveFlow?**

The seamless integration with QBO has streamlined reporting and allowed my team more time to focus on advisory services and supportingo our clients. Customer service has also been stellar. The LiveFlow team is super responsive and the development team is receptive to feedback and enhancement requests

**What do you dislike about LiveFlow?**

The setup is a bit time consuming, but worth the time spent

**What problems is LiveFlow solving and how is that benefiting you?**

The ability to build custom dashboards, compare performance across periods, and annotate trends has allowed us to give clients a much clearer picture of their business

  ### 24. Very strong service, software with massive potential with a great team

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daanish S. | Finance Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 17, 2024

**What do you like best about LiveFlow?**

The team has been great, they are extremely knowledgable about their product. The product itself is very advanced, I've looked around on the market for something that is able to integrate with Xero and only have found Liveflow. Currently, I am still integrating Liveflow into our systems but the team are instant with responses and immediately reply. They are always asking in ways we can improve/request for new features to add to the system. Lastly, I think for the price, what they offer is worth the $$$. Looking forward to using Liveflow and seeing new features in the future!

**What do you dislike about LiveFlow?**

Still can be building certain features, but they are extremely fast on responses to new requests.

**What problems is LiveFlow solving and how is that benefiting you?**

More efficient month end close, as well as being quicker in getting management accounts out. Additionally, looking to implement Liveflow's dashboards to get real time data to stakeholders through management accounts and budgets.

  ### 25. new user and starting to figure it out!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 02, 2025

**What do you like best about LiveFlow?**

I like how you can control what can be seen by some team members and it is a very organized platform.

**What do you dislike about LiveFlow?**

it has a bit of a learning curve, I could be wrong but I feel like this software should be a bridge between finance teams and other teams, but it definitely feels like it was built with mostly the finances team in mind, for new users it can be hard to navigate.

**What problems is LiveFlow solving and how is that benefiting you?**

it helps with the overall budget and being able to see things in real time.

  ### 26. LiveFlow is the way of the future

**Rating:** 5.0/5.0 stars

**Reviewed by:** Clara F. | Senior Accounting Associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2024

**What do you like best about LiveFlow?**

What I find most helpful about LiveFlow is the ability to focus on analysis without being burdened by data modeling or querying. As an FP&A professional, I’ve spent significant time analyzing data and presenting insights to stakeholders. However, I’ve also had to allocate time to query underlying data warehouses and tables to construct dashboards and reporting models. I'm an accountant with no formal training in data modeling so I've spent more time than I would liket to admit just learning how to access and pull the data I needed to analyze and share. I wish I would have found LiveFlow sooner!

**What do you dislike about LiveFlow?**

I can't think of a dislike except that LiveFlow is not available for larger ERPs like SAP or Oracle.

**What problems is LiveFlow solving and how is that benefiting you?**

Tight timelines to analyze data and report insights. I am able to easily refresh a dashboard or worksheet without having to worry about data integrity.

  ### 27. Saves so much time!

**Rating:** 5.0/5.0 stars

**Reviewed by:** JaRelle B. | Accounting Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2024

**What do you like best about LiveFlow?**

Liveflow saves me so much time. I like to run comparative analysis of our monthly financials and Liveflow has cut my time doing that in half by having all my formulas already created and updated everytime there is a change in QBO. We also have some weekly metrics that used to take so much data-entry time, and now they are automatically updated. The time it saves me pays for the software itself.

**What do you dislike about LiveFlow?**

The biggest downside to LiveFlow is that all my clients are suscribers. I wish they were! It's a little bit of a learning curve, but so far so good. Their customer service has been great to help teach me the ropes.

**What problems is LiveFlow solving and how is that benefiting you?**

In the past we spent a lot of time updating metrics and analyzing financials with percentage of income lines. With LiveFlow we have been able to automate those, saving us hours!

  ### 28. LiveFlow's integration with QuickBooks makes life easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kara K. | Senior Associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about LiveFlow?**

Our team's favorite thing about LiveFlow is the automatic updates that flow through QuickBooks and into the reports that we've set up.

**What do you dislike about LiveFlow?**

This software is definitely an investment, but it's been worth it for us.

**What problems is LiveFlow solving and how is that benefiting you?**

LiveFlow makes it easy for us to set up dashboards for our clients that show real time insights into what is happening in their business without us having to manually update them

  ### 29. Best Reporting Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Colin V. | Certified Public Accountant, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 18, 2023

**What do you like best about LiveFlow?**

I love the customizable reports. This has been a huge value-add for my clients and it's where most other reporting tools fall short Being able to create financial dashboards that automatically update as QuickBooks updates and designing my own layouts has been a game changer.

**What do you dislike about LiveFlow?**

Sometimes when the reports update it breaks our formulas which takes time to update.

**What problems is LiveFlow solving and how is that benefiting you?**

Manual data input and custom live dashboards and reports,

  ### 30. No building necessary

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 21, 2023

**What do you like best about LiveFlow?**

I like that the reports are already there!  I don't need to write the report, it's already built for me.  There are several to chose from.

**What do you dislike about LiveFlow?**

I wish there was a dashboard feature.  Bite-size graphs and charts would be great.

**What problems is LiveFlow solving and how is that benefiting you?**

I don't have the time to build a budget from the ground up, this does all the hardwork for me so I can spend more time analyzing.

  ### 31. Enhanced customized reporting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 08, 2024

**What do you like best about LiveFlow?**

Liveflow has totally elevated my practice. I am able to provide my clients with enhanced customized reporting.

**What do you dislike about LiveFlow?**

Support was better when it first launched, and now it seems the support agents aren't as well versed in the software. But I'm usually able to get the support I need after escalating the issue.

**What problems is LiveFlow solving and how is that benefiting you?**

Biggest issue = having to navigate to multiple places to view info related to the same subject
LiveFlow solves this with drilldown and links, and maintaining data in charts etc

  ### 32. Gamechanger for Month-end close

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ashley S. | Accounting Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2024

**What do you like best about LiveFlow?**

I love the ability to enable drill down features into QBO. I love that I can easily create and manage multiple reports. Liveflow has transformed monthly reconciliation.

**What do you dislike about LiveFlow?**

One down side of Liveflow is that some Excel reports aren't available (or as good) as the Google versions.

**What problems is LiveFlow solving and how is that benefiting you?**

The amount of time spent manually exporting reports from QBO has dimenished. Everything can be generated from Liveflow.

  ### 33. Efficient and Effective Reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Individual & Family Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 08, 2025

**What do you like best about LiveFlow?**

It's just really easy to navigate the system, and the structure / functionality is very intuitive. Very short, and shallow, learning curve.

**What do you dislike about LiveFlow?**

No real downsides that I could think of - it does everything I need it to do when creating live documents / reporting for financials and other data from QuickBooks.

**What problems is LiveFlow solving and how is that benefiting you?**

This is able to very efficiently standardize month end report preparation, and even in other projects it's so easy to do live updates to review data with current information.

  ### 34. LiveFlow has made financial reporting and modeling more efficient

**Rating:** 4.5/5.0 stars

**Reviewed by:** Austin B. | Controller Division Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 24, 2025

**What do you like best about LiveFlow?**

The customer support and ability to model financial data into many different ways has been a life saver when reporting to clients on their financials.

**What do you dislike about LiveFlow?**

Nothing to date as anything we had problems with in the beginning LiveFlow has done a great job to resolve.

**What problems is LiveFlow solving and how is that benefiting you?**

Eliminates the manual entry to format and model financials into an easier to read model for our clients.

  ### 35. Save Countless Hours Updating & Managing Your Financial Models!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris G. | Fractional CFO, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 08, 2025

**What do you like best about LiveFlow?**

LiveFlow saves me over 20 hours monthly in managing our financial models and reporting for clients. LiveFlow and their CS team make setting up and integrating all of our financial models a breeze.

**What do you dislike about LiveFlow?**

The integration with Xero is limited and doesn't work as I had hoped.

**What problems is LiveFlow solving and how is that benefiting you?**

Automating all of the updates to my financial models which flows into the financial reporting I prepare for clients every month.

  ### 36. Lifeflow is such a time saver!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 03, 2025

**What do you like best about LiveFlow?**

I appreciate the direct access to detailed information without having to log into several platforms or create logins for my team. The information's just right at our fingertips! We can't say enough about Liveflow!

**What do you dislike about LiveFlow?**

So far there isn't anything we don't like about Liveflow.

**What problems is LiveFlow solving and how is that benefiting you?**

It is helping the team have detailed information about our finances without having access to our account system

  ### 37. Beautiful bridge from quickbooks to excel/google sheets

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** December 16, 2024

**What do you like best about LiveFlow?**

Connectivity with excel and google sheets

**What do you dislike about LiveFlow?**

Reports UI in sheets and google could be better at conveying what each function does. I get lost in the minor adjustments that are heavily seperated by the menu function. i.e. switching between business units can be tricky

**What problems is LiveFlow solving and how is that benefiting you?**

Migrating data from quickbooks to google/excel seamlessly 
allows us to communicate our data internally across team members easier

  ### 38. The best decision our company has ever made

**Rating:** 5.0/5.0 stars

**Reviewed by:** Liz D. | Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 04, 2025

**What do you like best about LiveFlow?**

Ability to keep live forecasts updated with actuals has been a game changer for my team.  The LiveFlow team is incredibly responsive and supportive.

**What do you dislike about LiveFlow?**

We love the tool, sometimes there are bugs but they are addressed quickly and it has never impacted my work.

**What problems is LiveFlow solving and how is that benefiting you?**

Integration and reporting from Quickbooks.

  ### 39. Maximizing Your Productivity

**Rating:** 5.0/5.0 stars

**Reviewed by:** Megan S. | Senior Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 03, 2023

**What do you like best about LiveFlow?**

It's impossible to overstate my admiration for LiveFlow, its executive leadership, and the entire team involved. Previously, we manually generated and dispatched weekly reports to our clients via QBO. LiveFlow, however, has significantly streamlined this process. We now compile all required reports into a single Google sheet and share the link with our clients, providing them with the freedom to access the data at their convenience. This functionality not only obviates the need for an entire task in our workflow but also keeps the report perpetually updated with live data either every hour or upon opening the Google sheet.

Furthermore, LiveFlow has conferred tangible financial benefits. It circumvented the need to invest in an additional application for commission calculations. By constructing a live report and incorporating the necessary calculations, I've created a monthly Commissions Report worksheet. Now, all the relevant data is just a click away, at my fingertips once a month.

In summary, LiveFlow has not merely simplified my tasks; it has been instrumental in bolstering my productivity. My heartfelt gratitude to the LiveFlow team for their innovative solution.

**What do you dislike about LiveFlow?**

My solitary suggestion for improvement with LiveFlow would be the integration of QBO's custom reports, as opposed to being confined to the pre-existing, pre-populated ones.

**What problems is LiveFlow solving and how is that benefiting you?**

LiveFlow is serving as an invaluable tool in our business operations, streamlining our reporting processes, saving costs, and enhancing our productivity. LiveFlow has eliminated the need for manually running weekly reports in QBO and emailing them to clients. Instead, I can compile all required reports into a Google sheet and share the link with our clients. This has saved time and effort, and also allows our clients to access these reports whenever they want. LiveFlow provides live data that updates every hour or whenever the Google sheet is opened. This ensures that you and your clients always have access to the most current data, improving decision-making and response times. LiveFlow has helped save money by negating the need for another application to manage commission calculations. By automating manual tasks and centralizing report access, LiveFlow has significantly boosted our productivity. This allows us to focus more on core business activities, improving overall business performance. Although I wish to have the ability to use QBO's custom reports within LiveFlow, the current pre-populated ones still provide you with necessary data and insights. However, integrating the custom reports could further enhance the flexibility and efficiency of your reporting process.

  ### 40. A Game-Changer for Financial Reporting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rodrigo P. | Chief Financial Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 07, 2024

**What do you like best about LiveFlow?**

LiveFlow has revolutionized the way we handle financial reporting! As a finance professional, speed and accuracy are essential, and this tool delivers both in abundance. With its seamless integration into Google Sheets, creating up-to-date, accurate reports has never been easier. What used to take hours of manual work can now be done in minutes—real-time data syncing keeps everything current, minimizing errors and manual input.

The flexibility of the tool is a big win for us. You can easily customize reports, pull specific data points, and automate recurring reports without needing any complex formulas. Whether it's for month-end close, variance analysis, or preparing for meetings with stakeholders, LiveFlow keeps everything organized and efficient.

**What do you dislike about LiveFlow?**

While LiveFlow has greatly streamlined our financial reporting, there are a few areas where the tool could improve. One issue I’ve encountered is that, while it's powerful for automating standard reports, the tool can struggle with more complex or non-standard financial reports that require deep customization. You may still need to manually adjust certain elements, which can take away some of the efficiency it promises.

Additionally, although the integration with Google Sheets is seamless, I noticed that if you’re working with very large datasets, it can sometimes slow down or even freeze. This can be frustrating when you’re on tight deadlines and trying to generate reports quickly.

**What problems is LiveFlow solving and how is that benefiting you?**

Manual Data Entry and Errors
Time-Consuming Report Generation
Data Consolidation from Multiple Sources

  ### 41. So much better than Manual Reports

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeff S. | CFO, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 20, 2024

**What do you like best about LiveFlow?**

I have spent way to many hours pulling reports manually and rebuilding the flow due to new or deleted accounts, etc... It is very nice to have these reports automatically update/refresh all the data needed quickly.  There are many great templates for Excel and GSheets to give a head start on projects. I was able to pull together YTD Management reporting and build out the an initial 13 Week Cash Flow with half a day's work.

**What do you dislike about LiveFlow?**

I do wish there were additional integrations with other CRM's or banking partners. I would also like to be able to build out some of my own reporting better, though I understand that could take a higher level of support and likely drive up the price.

**What problems is LiveFlow solving and how is that benefiting you?**

As a Fractional CFO, I need to be able to provide value quickly for clients. This helps to provide quality reporting in a fraction of that time, which allows the business to make better decisions.

  ### 42. Thanks for the time back!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nicole B. | Financial Operations Associate, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 04, 2024

**What do you like best about LiveFlow?**

Gah! LF is so amazing! All my end of month, quarterly, and yearly tasks and  budgets have never been so seemless and quick. The connection with QBO is so accurate and fast it is almost mind blowing. I really love the dept of intigration within the QBO and LF systems. So many templates and ways to help get all the time back wasted on spreadsheet and reconciliations. I also love how if there are in issues the Customer Support team is there with an answer and help so quick. To sum it up: easy to use, easy to switch from excel to LiveFlow, countless ways to use the system and an incredilbe integration with QBO.

**What do you dislike about LiveFlow?**

I dislike how long it took to have this system as an option in my monthly tasks. I wish I would have found it years ago!

**What problems is LiveFlow solving and how is that benefiting you?**

The manual input from QBO to working budgets has helped save so much time!
The way it shows reconciliations is so much more helpful than all the back and forth within QBO too.

  ### 43. LiveFlow makes it easy to track my expenses by integrating with GoogleSheets!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Radhika D. | Director of Program Management & Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 04, 2024

**What do you like best about LiveFlow?**

I love LiveFlow because it makes financial reporting so much easier, especially since it integrates with Google Sheets. The best part is that it syncs your data in real time, which eliminates the hassle of manual entry.

It is so easy to categorize and track my expenses now. This feature gives me quick insights into where my money is going, making it simple to stay on top of my budget.

Plus, because LiveFlow is connected to QuickBooks, I can trust that the information in my Google Sheets is accurate and reliable. Overall, if you’re looking for a streamlined way to manage your finances, I highly recommend trying LiveFlow!

**What do you dislike about LiveFlow?**

There is nothing I dislike about LiveFlow.

**What problems is LiveFlow solving and how is that benefiting you?**

The integration with Google Sheets and QuickBooks syncs my data in real time, which eliminates the hassle of manual entry. It is so easy to categorize and track my expenses now. This feature gives me quick insights into where my money is going, making it simple to stay on top of my budget. Plus, because LiveFlow is connected to QuickBooks, I can trust that the information in my Google Sheets is accurate and reliable. Overall, if you’re looking for a streamlined way to manage your finances, I highly recommend trying LiveFlow!

  ### 44. Supercharge Quickbooks

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 19, 2024

**What do you like best about LiveFlow?**

What I like best about LiveFlow is its seamless integration with QuickBooks and how it continually helps me discover new use cases to streamline our processes. The time savings from automation are invaluable, and the platform’s ability to extend the functionality of QuickBooks is unmatched. Additionally, the support team stands out—they’re incredibly responsive and genuinely value customer feedback, which shows in the product’s constant improvement.

**What do you dislike about LiveFlow?**

There’s honestly very little to dislike about LiveFlow. If I had to point out one thing, it would be the desire for even more features to be added faster, given how useful the tool already is. But that’s more of a testament to how great it is—I’m always excited to see what’s coming next!

**What problems is LiveFlow solving and how is that benefiting you?**

LiveFlow is solving several key challenges for our team. One of the biggest is the ability to build and customize reports effortlessly. I’m constantly creating new reports to share with different teams in our company, and LiveFlow makes that process incredibly smooth and efficient.

It has also completely transformed our financial close process. What used to be time-consuming and cumbersome is now a breeze. We no longer need to run reports directly from QuickBooks—our entire close package is processed in LiveFlow. Updating records takes just 10 seconds, saving us countless hours and ensuring everything stays accurate and up to date.

The time savings and streamlined workflows have been a huge benefit for our business, allowing us to focus more on analysis and decision-making instead of manual reporting tasks.

  ### 45. HUGE Time Saver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2024

**What do you like best about LiveFlow?**

LiveFlow saves me 2-3 hours per client each month and produces higher quality reports than I would be able to create on my own with the new Dashboards feature. It's infinitely customizable and can be tailored exactly how you want it with enough tinkering. No integration issuse so far across Quickbooks Online, Xero, Google Sheets or Excel and customer support has been hepful every time I have a question. Highly recommend for other Fractional CFOs or even for individual finance teams looking to uplevel their reporting workflow.

**What do you dislike about LiveFlow?**

It's on the pricier side, but well worth the investment. There is also a non-trivial lift on the front end to get your reporting set up exactly how you want it, but this would be the case with any similar tool. The one missing feature for me is NetSuite integration.

**What problems is LiveFlow solving and how is that benefiting you?**

LiveFlow solves the integration between Quickbooks Online or Xero data and being able to immediately view that data via Dashboards or manipulate data in Excel or Google Sheets.

  ### 46. LiveFlow is a YES for me!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dani B. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2023

**What do you like best about LiveFlow?**

Support service from LiveFlow is outstanding! Their team is extremely prompt, eager to assist with any questions or concerns, and always available and accessible.

**What do you dislike about LiveFlow?**

The auto-refresh parameters could be updated to alleviate any confusion between overall file auto-refresh and individual report auto-refresh settings.

**What problems is LiveFlow solving and how is that benefiting you?**

LiveFlow has made our month-end Balance Sheet reconciling process much more efficient and effective.

  ### 47. Streamlining Month-End Close and Reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2024

**What do you like best about LiveFlow?**

LiveFlow has significantly improved my month-end close process and reporting efficiency. By integrating directly with QuickBooks Online, it eliminates manual data updates and ensures real-time accuracy. This has allowed me to focus on analysis and decision-making rather than spending time on repetitive tasks every month. Month-end is now faster, cleaner, and more reliable. The customer support is also there to help guide you through the product and how best to utilize it.

**What do you dislike about LiveFlow?**

I noticed there are a few "templates" that require premium access and thus not included with the basic level

**What problems is LiveFlow solving and how is that benefiting you?**

LiveFlow is solving two key problems for me: manual data entry and the inefficiencies of static reporting. By integrating directly with QuickBooks Online, it eliminates the need to manually update spreadsheets, reducing errors and saving hours during month-end close. The real-time data syncing ensures that my reports are always accurate and up to date, which gives me confidence in the numbers.

The biggest benefit is time—LiveFlow has shortened my month-end close significantly, allowing me to focus on analysis and insights instead of chasing down data. It’s also made reporting much faster and cleaner, which has been a huge win for efficiency and accuracy.

  ### 48. Makes my daily work a lot more manageable.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cruise T. | Talent Acquisition Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2025

**What do you like best about LiveFlow?**

The onboarding process. Workers take the time to make sure you can fully understand the program.

**What do you dislike about LiveFlow?**

Learning how to use the AI, it just takes some time.

**What problems is LiveFlow solving and how is that benefiting you?**

It is giving me more time to work on other things since it automates a lot of work I used to do manually.

  ### 49. Massive time saver!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 01, 2025

**What do you like best about LiveFlow?**

Without exaggerating, this software saves me literally work *days* per month in downloading and editing reports from QBO to Excel and Sheets. Support is fantastic and highly responsive, and it couldn't be easier to pick up and start using.

**What do you dislike about LiveFlow?**

It's a QBO limitation and not necessarily their fault, but I'd like to be able to auto-add new clients from QBO to LiveFlow without having to go through the connection process.

**What problems is LiveFlow solving and how is that benefiting you?**

Saves me more time than I can calculate

  ### 50. Effective and efficient

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** July 02, 2025

**What do you like best about LiveFlow?**

LiveFlow is a great product for integrating multiple companies quickbooks into 1 financial statement. Extremely effective in its integrations with the quickbooks product and making it more professional in its nature

**What do you dislike about LiveFlow?**

It is a bit niche. Very helpful if you work with multiple companies in quickbooks or multiple portfolio companies. Other than that, it is just clearly a newer product and still gets updated regularly

**What problems is LiveFlow solving and how is that benefiting you?**

Liveflow beautifully integrates quickbooks and excel/google sheets in a meaningful way for multiple companies accounted for in live flow


## LiveFlow Discussions
  - [What is LiveFlow Google Sheets Add-On used for?](https://www.g2.com/discussions/what-is-liveflow-google-sheets-add-on-used-for)

- [View LiveFlow pricing details and edition comparison](https://www.g2.com/products/liveflow/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-07-17+02%3A13%3A17+-0500&secure%5Bsession_id%5D=7e92e9d8-7d0c-4e77-8058-c0714e54477e&secure%5Btoken%5D=7cf040c8232a4e4306f47954306d0c249cbf709f602efe2913b3a4cfc141f3dd&format=llm_user)
## LiveFlow Integrations
  - [ADP Payroll Services](https://www.g2.com/products/adp-payroll-services/reviews)
  - [BILL](https://www.g2.com/products/bill/reviews)
  - [Brex](https://www.g2.com/products/brex/reviews)
  - [Deel Payroll](https://www.g2.com/products/deel-payroll/reviews)
  - [Gusto](https://www.g2.com/products/gusto/reviews)
  - [Justworks](https://www.g2.com/products/justworks/reviews)
  - [Paychex](https://www.g2.com/products/paychex/reviews)
  - [Paycor](https://www.g2.com/products/paycor/reviews)
  - [Payday](https://www.g2.com/products/payday-payday/reviews)
  - [Paylocity](https://www.g2.com/products/paylocity/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Ramp](https://www.g2.com/products/ramp-financial-ramp/reviews)
  - [Rippling](https://www.g2.com/products/rippling/reviews)
  - [Workforce](https://www.g2.com/products/hezum-workforce/reviews)

## LiveFlow Features
**General Ledger**
- Journal Entries
- Tags / Dimensions
- Audit Trail

**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods

**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Accounting**
- AP Automation
- AR Automation
- Audit Trail
- Budgeting / Forecasting
- Collections Automation
- Financial Statements
- Invoice Customization
- Journal Entries
- Monitor Cash Positions
- Multi-Entity / Consolidation
- Payment Processing
- Recognition Rules
- Reconciliations
- Tags / Dimensions
- Payments Scheduling
- Payment Batches
- Payment Settlements 
- Payment Methods

**Reconciliation**
- Consolidation
- Management

**Financial Planning**
- Reporting
- Integration

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Accounts Receivable**
- Invoice Customization
- AR Automation
- Collections Automation

**Financial Insight**
- Budgeting
- Forecasting
- Planning

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Back Office**
- Allocation
- Asset Register
- Lean Management
- Maintenance
- Organization Management
- Payroll
- Portfolio Mix
- Purchase Orders
- Requisition
- Shift Scheduling
- Sourcing
- Status
- Time & Attendance Tracking
- Warranty Management

**Reporting**
- Report Types
- Standard
- Custom

**Accounts Payable**
- AP Automation
- Payment Processing
- Purchase Orders

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Front Office**
- ATP
- Checkout Process
- Configuration Rules
- Contact & Account Management
- Customer Portal
- Field Service Booking
- Field Service Dispatch
- Product & Price List Management
- Product Catalog
- Promotions and Discounts
- Quote & Order Management
- Returns / Refunds
- Storefront Design Tools
- Territory & Quota Management
- Tickets
- Visual Configuration

**Closing Process**
- Journal Entries

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Integration**
- Breadth of Partner Applications
- Data Import and Export Tools
- Integration APIs

**Other Functionality**
- Inventory Tracking / Ordering
- Inventory Pricing and Costing
- Inventory Reporting
- Multi-Entity / Consolidation
- Recognition Rules
- Reconciliations
- Payroll
- Time and Expense

**Logistics**
- Centralized Inventory Database
- In Transit
- Inventory Forecasting
- Inventory Pricing and Costing
- Inventory Reporting
- Inventory Tracking / Ordering
- Picking Methods
- Picking Planning
- Receiving
- Shipping Options

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

**AI - Financial Close**
- Autonomous Task Execution
- Compliance
- Reconciliation
- Data Collection
- Analysis

**Reporting & Analytics**
- Financial Statements
- Custom Reporting
- Budgeting / Forecasting
- Dashboards

**Platform**
- Customization
- Internationalization
- Output Document Generation
- Performance and Reliability
- User, Role, and Access Management
- Workflow Capability

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Output Document Generation

**Production**
- BOM
- Defects
- Identify Demand
- Inspections
- Manage Resources
- MPS
- MRP
- Production Plans
- Rework
- Shop Floor
- Waste
- WIP

**Integration**
- Data Import and Export Tools
- Integration APIs
- Breadth of Partner Applications

**Reporting & Analytics**
- Custom Reporting
- Dashboards
- Integration

**Cash Flow**
- Track Cash Flow
- Income and Expenses
- File Exports

**Generative AI**
- AI Text Generation
- AI Text Summarization

**Budgeting & Forecasting**
- Budgeting / Forecasting
- Data Import
- Versioning
- Historical Data

**Agentic AI - ERP Systems**
- Decision Making

**Revenue**
- Revenue Types
- Revenue Allocation
- Scheduling

**Payroll**
- Direct Deposit
- Check/W-2 Printing
- Tax Calculation
- Reporting and Dashboards

**AI**
- Data Extraction
- Invoice Processing
- Expense Management
- Fraud Detection
- Tax Compliance
- Support Chatbots
- Bank Reconciliations
- Report Generation
- Customizable Alerts
- Predictive Analytics

**Mobile Applications - Accounting**
- Cloud Integration
- Notifications
- UI
- Offline
- Expense Tracking
- Invoice Management

**Agentic AI - Accounting**
- Autonomous Task Execution

## Top LiveFlow Alternatives
  - [Datarails](https://www.g2.com/products/datarails/reviews) - 4.6/5.0 (364 reviews)
  - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (471 reviews)
  - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,131 reviews)

