---
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 highlight the **ease of use** of LiveFlow, appreciating its intuitive features and seamless integration with spreadsheets. (80 reviews)
- Users value the **time-saving capabilities** of LiveFlow, enabling quick report generation and reducing manual data updates. (72 reviews)
- Users value the **time-saving capabilities** of LiveFlow, streamlining data management and enhancing reporting efficiency effortlessly. (70 reviews)
- Users value the **reporting efficiency** of LiveFlow, saving hours with quick, high-quality, customizable reports. (66 reviews)
- Users find **LiveFlow highly efficient** , drastically reducing time spent on financial reporting for multiple entities. (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 find a **lack of drill-down capabilities** and request faster addition of new features in LiveFlow. (22 reviews)
- Users find the **inefficient reporting** process cumbersome, often combining reports manually for year over year comparisons. (11 reviews)
- Users desire more **customization options** for reports and dashboards, finding current limitations frustrating. (11 reviews)
- Users face challenges with **refresh issues** as version history becomes difficult to navigate with frequent updates. (11 reviews)
- Users feel the service is **expensive** especially if only a few features are utilized, making it a significant investment. (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. Great software for month over month QBO -> Google Sheet financial statements

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tim M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 18, 2023

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

We have used LiveFlow for a couple months and the overall user interface is very easy. The sync speed is instantaneous between QBO and Google Sheets, which allows for easy last minute updates to financials. This software is definitely a time saver. 

Whenever I have questions or run into problems, I utilize their in-app support chat. LiveFlow is not only very responsive but they have helped me figure out ways to build several custom reports.

**What do you dislike about LiveFlow?**

Budget vs Actual reports do take more time to build out since the budget data doesn't pull directly from QBO. However, there are work arounds to this and we utilize BvA reports via Index, Match, Match formulas which LiveFlow support helped us build so they would work properly.

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

LiveFlow allows us to work within live financial statements during the review process of our monthly close. Updates in QBO are synced instantaneously with our LiveFlow reports until we lock both QBO and the LiveFlow reports.

  ### 2. Unparalleled efficiency, and amazing support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amy W. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 05, 2023

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

LiveFlow spreadsheets have transformed my workflow, saving me hours of time and labor. With a single setup, LiveFlow effortlessly maintains my data, eliminating the need for constant manual updates. What truly distinguishes LiveFlow is its outstanding customer service. The LiveFlow team goes above and beyond to ensure a smooth experience. This tool has become an essential part of my toolkit for streamlining my work and providing unparalleled efficiency.

**What do you dislike about LiveFlow?**

Literally nothing so far, although there was a bit of a learning curve at the beginning.

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

LiveFlow has saved me days of valuable work time each month. The initial setup took a little time, but once it was done, I was able to automate my financial reporting and free up my time to focus on other tasks.

  ### 3. Big Time Saver

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 14, 2023

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

I would recommend this to anyone who is looking to save time on populating financial reports and for creating spreadsheets that need to be updated constantly. I have used LiveFlow to save me countless hours on populating P&L's, Balance Sheets, Cash Flows, Transaction lists, etc. I also use LiveFlow to help build Burn Reports, financial models, and even some custom reports for clients. Their support is also readily available to help with any questions you may have, and will even work with you to get the report you need built! Thanks Liveflow!

**What do you dislike about LiveFlow?**

The only thing we dislike about LiveFlow is that uncategorized list. We did not get much of a response from our clients when using it because a long spreadsheet with all of the uncategorized transactions was intimidating to our clients, and they would procastinate filling it out.

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

It is a big time saver for me. I am using it to pull over the histrocials from quickbooks, which I then analyze and build forecast models, burn reports, or budgeting. It saves me countless hours!

  ### 4. Loving LiveFlow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Olivia R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 13, 2023

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

I've been using LiveFlow since Q4 2021 and cannot imagine not using it. Keeping models up to date on a monthly cadence for a number of companies had previously been very time consuming and prone to human error. Once I found LiveFlow, I've saved tens of hours per month, in addition to providing my clients with a higher level of service with better quality reporting.

**What do you dislike about LiveFlow?**

I love the product and the team is very responsive, so there's not much to dislike! I guess my reliance on it would be a negative for me/my company as I'm so locked in!

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

I was the initial user of LiveFlow at my company, which helped me with financial analysis. However, after getting acquainted with the product, I've found use cases for other members on my team which help to get our monthly close completed faster and with fewer pain points.

  ### 5. Game Changer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matt M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 17, 2023

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

We use LiveFlow to automatically pull QBO data directly into Google Sheets, where we have various customized financial reports built out for some of our clients. Not only does LiveFlow cut down on the time it takes for us to generate financial reports for customers at month-end, but it allows for us to get really creative on what all kinds of reports we can build to assist our customers. At this point, it's an absolutely critical tool for us, and I'd highly recommend it.

**What do you dislike about LiveFlow?**

I haven't identified anything I dislike yet. It's been a game changer for us.

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

It allows us to create custom monthly financial reports for our customers. Additionally, it's extremely helpful for the customers we have who have multiple entities and desire the ability to consolidate financials. QBO doesn't allow this today, so having a tool like LiveFlow is imperative.

  ### 6. Essential for Accounting and Finance Teams!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** June 29, 2023

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

LiveFlow is an incredible tool that expedites our period-end review processes. Prior to using LiveFlow, our team would have to manually export reports that would be leveraged in our financial models and BvA's. Now, we simply refresh a workbook in Google Sheets and our 20+ reports are ready within a few short minutes. Further, the ability to drill down and view detailed transaction reports in QuickBooks greatly speeds up our ability to provide specific details for P&L account fluctuations. In the few months we've had the tool, I've quickly realized it's an absolute must have!

**What do you dislike about LiveFlow?**

We have been using LiveFlow for a few months and have not had any issues so far! There is little to dislike here as the product is simple and does not takes an extensive technical background to use.

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

LiveFlow expedites the time it takes for us to run QuickBooks reports for financial close, BvAs and forecasting. We run over 20 reports each period-end, and the ability to simply refresh reports with a single click makes our jobs way easier!

  ### 7. Versatile and customizable

**Rating:** 4.5/5.0 stars

**Reviewed by:** Hayley B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 20, 2023

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

Can customize reports for a variety of clients and uses. No more messing with exporting the same reports over and over from Quickbooks to send to clients. I can just filter and sync as needed to display exactly the information that's needed. The customer service is great as well!

**What do you dislike about LiveFlow?**

It isn't as visually pleasing, especially for clients who aren't used to looking at financial reports in that format or Excel. I've also run into issues with uncategorized lists where comments added don't move with line items they are for after syncing.

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

It is a huge time saver for me when generating and sharing financial reports with my clients. I used to spend hours exporting reports from Quickbooks, month after month. Now with a click of a button, I can sync those reports in LiveFlow and share with my clients.

  ### 8. Great solution!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Roxanne B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 18, 2023

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

The automatically synced data directly from Quickbooks has been a huge time saver for clients who have requested customized reports. I also love how it is on a universal, user-friendly platform like Google Sheets which cuts our time in half when training new employees on how to use it!

**What do you dislike about LiveFlow?**

I have noticed that the software tends to crash if I have too many reports open or need to clear my cookies/cache. I also wish that we were able to generate all types of Quickbooks reports in the LiveFlow software as it seems like only the more commonly used reports are shown as options in the "Create Reports" section.

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

Time management is the biggest issue LiveFlow has solved! We are able to allocate more time and resources to other clients and become a more valuable resource and service to them.

  ### 9. Great way to add value to your clients

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dan M. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2023

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

I love how customizable the integrations are and the customer service. The response time is amazing and always exceeds expectations.

**What do you dislike about LiveFlow?**

Honestlty, nothing about the product that I would say I dislike.

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

LiveFlow has allowed me to create custom dashboards for my clients that provides them with detailed financials. The dashboards range from project profitability to consolidated reports, and cash flow reports.

  ### 10. LiveFlow Takes the Manual Processes out of Reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matt C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 12, 2023

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

I've been a LiveFlow user now for almost 9 months and have seen all the benefits that LiveFlow can provide from the large inventory of canned templates that can create a financial package to the ease of updating the reporting on the fly. The product is easy to use, refreshes are easy to manage and the time savings is immediate. I work with a suite of different clients through Quickbooks and LiveFLow makes it easy to toggle between clients and use different field information for specific clients. I also appreciate their customer service. Very responsive and are always looking for new ways help clients get more out of the product.

**What do you dislike about LiveFlow?**

The formatting of some of the canned reports need to be modified for a cleaner appearance depending on the client. Large data set pulls can occasionally take a long time to draw from the system which would be much shorter directly from QBO.

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

Its a time saver across the board. Not only does it provide canned template options but also makes updating the templates a breeze. I also am using it when linking to our budget and forecast models to quickly draw in actual detail. The drill down function is also helpful to get information quickly

  ### 11. Finally, a tool to take full control of your QBO data.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yehuda T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 11, 2023

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

LiveFlow is exactly what you need to take control of your QBO data. They have so many fantastic templates to choose from, and the team is always available to help you build exactly what you need for your company. The LiveFlow team is super knowledgeable about the inner workings of Google Sheets and is always there to make excellent recommendations on how to improve your reports.
Now, all your reports can be in Google Sheets without the hassle of logging into QBO and exporting a report.
I highly recommend LiveFlow for any accounting/finance professional who's serious about their books.

**What do you dislike about LiveFlow?**

It would be nice if there were more templates for different situations. The good thing is that the team constantly comes out with new templates and features. They are also available to help you custom-build a template.

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

QBO is clunky and requires you to sign back in on a regular basis. Reports have to be choosen and reset every time you want to look at it. QBO does not contain any ability to consolidate multiple entities. LiveFlow solves all of this.

  ### 12. LiveFlow makes real time reporting easy!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Karl L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 03, 2023

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

We use LiveFlow to build real time custom financial reports for our clients. LiveFlow gives us easy and instant access to the accounting data we need. We are able to construct beautiful and interactive dashboards for our clients with historical data and complex calculations. LiveFlow has streamlined this process for us so we can immediatly jump into creatign actionable reports for our clients and spend less time collecting data.

**What do you dislike about LiveFlow?**

We still need to format the data for our reporting needs. However this process is simple and any issues we have encountered have been qucikly resolved with the amazing support from the LiveFlow team.

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

We needed to quicly and easily access accounting data to build our clients actionable dashboards. Many of our clients use QuickBooks Online and LiveFlow provided an easy and cost effective solution to access the data and create a proper database for our needs.

  ### 13. Time Saving Consolidation Software

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** May 09, 2023

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

LiveFlow as a tool has helped save time in consolidating our month-end reporting. Previously, even the slightest changes would require us to make manual changes in our master file. Additionally, the ability to request a custom dashboard that is tailor-made to the firm's requirement has been a plus point, and the team has been proactive in working on it. Highly recommend this software for any firm that has multiple entities with different currencies.

**What do you dislike about LiveFlow?**

We reached a bottleneck when we realized we needed a custom dashboard tailor-made to our needs, but the team did reach out and communicate with us to draw out a plan to provide the same.

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

1. Month-end closing of multiple entities with different currencies
2. Time-saving due to automatic updates/ auto-refresh option
3. Ease of duplicating tabs in the dashboard to connect any new entities
4. Ease of access to the dashboard and customization features
5. Ease of understanding of the product

  ### 14. A Scalable Solution for Automating Finance Reporting

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 13, 2023

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

Automating the flow of information from Quickbooks to Google sheets has eliminated the need for manual copying and
pasting, making the process much smoother.

**What do you dislike about LiveFlow?**

There isn't a native way to add non-financial data and run custom calculations.

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

By utilizing life flow, I am able to compile data from multiple clients into a single, real-time dashboard view.

  ### 15. Quality product with great support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rahul D. | Director, Controller Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 26, 2023

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

This is by far the best software to develop an FP&A practice for QBO customers. With the support that Liveflow provides, we have been able to produce "Create & Forget" reports that provide on-demand financial information to customers. Our customers love this capability we bring to the table.

**What do you dislike about LiveFlow?**

None. The product is evolving and new reports that are available give us fresh ideas to develop new offerings/reports. One of the much awaited feature would be excel based solution similar to google sheets that will take Liveflow to a completely different level.

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

Time is a precious commodity for any professional services firm. Liveflow gives back hours of review and reporting time that is reinvested in enhancing our input processes.

  ### 16. Streamlined an otherwise time-consuming month-end

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 07, 2024

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

LiveFlow has saved our team hundreds of hours of having to download and update reports once changes were made. It's a life-saver!

**What do you dislike about LiveFlow?**

Not much - sometimes is breaks, but that's about it!

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

LiveFlow allows us to quickly and accurately pull in actual financial data.

  ### 17. Powerful financial data made easy

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 17, 2023

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

I love how easy it was to integrate with Quickbooks. We can now dissemenate key financial performance indicators to all levels in our organization quickly and easily. Liveflow has been a game changer for our organization.

**What do you dislike about LiveFlow?**

Honestly, there's nothing that comes to mind. Liveflow has been such a huge value add to our organization that if there are any downsides, they are minimal at most.

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

Previously, our financial data was housed soley in quickbooks with very few people able to access it. Since using Liveflow, we've been able to push key finanical indicators/budgets down to general managers and others so they can manage their business units appropriately.

  ### 18. Liveflow saves lives

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brina B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2023

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

We've been using liveflow for a few months and the product and team are amazing.  Creating a financial statement in 5 seconds and always providing clients with easy to access and current data.

**What do you dislike about LiveFlow?**

Nothing so far. Everything is going great!

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

Financial statements, consolidations and unknown client transactions

  ### 19. Useful and efficient tool in streamlining accounting processes

**Rating:** 5.0/5.0 stars

**Reviewed by:** Grace R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 06, 2023

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

Ease of access. Straightforward instructions on how to use it. LiveFlow only takes a few seconds to reload the current data making business reporting a lot easier. I also like how neat and straightfoward it is designed that it doesn't take a genius to use it efficiently.

**What do you dislike about LiveFlow?**

Sometimes, the connection between LiveFlow and Quickbooks Online gets interrupted. Thankfully, it doesn't happen too often and their support team is also very helpful when we encounter such issues.

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

Manual fetching of data from Quickbooks Online is lessen enabling us to focus more on analytics behind the numbers. Using LiveFlow makes our reconciliation and reporting a lot easier.

  ### 20. HUGE TIME-SAVER

**Rating:** 4.5/5.0 stars

**Reviewed by:** Robert K. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 17, 2023

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

As a fractional CFO that is constantly moving data from QBO to google sheets, this is a HUGE time-savers. It impresses my clients and instantly gives them the data they are looking for. I highly recommend.

**What do you dislike about LiveFlow?**

I have not figured out an easeful method to pass on the cost of LiveFlow to my clients. I have one account and multiple QBO connects... however, I pay one lump sum. Anyway, i'll figure it out.

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

The time-suck of exporting and re-exporting data from QBO into my Google sheets models. This is an instant fix to updated in the prior to update the latter. Super useful

  ### 21. Integral Part of Firm's Tech Stack

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** June 26, 2023

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

LiveFlow is easily my favorite app among many in my firm's tech stack. It save me and my team 20-30 hours per month and is the perfect blend of a canned FP&A solution and Microsoft Excel and G Sheets. Their support team is also AMAZING and they are very open to user feedback to improve their product. Recently I asked for a new report to be added, and their dev team had it turned around within the week. Long live LiveFlow!

**What do you dislike about LiveFlow?**

I honestly have yet to come across any shortcomings about live flow. I wish they had more tutorials around how to visualize data within Looker Studio, but that would ultimately just be a "nice to have" and has nothing to do about the shortcomings related to the product.

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

It is automating a lot of financial reporting use cases I have for my client base and enables me to easily incorporate actuals and historical data into my financial models.

  ### 22. Great analytical tool for monthly reporting  and class reporting for Google sheets

**Rating:** 4.5/5.0 stars

**Reviewed by:** Steve N. | Consulting Chief Financial Officer, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 31, 2023

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

Saves significant time in analyzing monthly close reporting and QBO class reporting.   Liveflow refreshes standard QBO reports every minute avoiding the need to download reports.

**What do you dislike about LiveFlow?**

Challenge is that it is less compatible with Excel, especially Excel on Macs.  They need to implement an excel add in to improve the reach across more accountants and financial users.

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

It solves analyzing QBO P&L by class reports and saves time by automatically updateing P&L reporting templates with over 30 QBO cloasses

  ### 23. Love LiveFlow for the dashboards

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** June 30, 2023

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

What's been most helpful is the ability to create dashboards from the data in QBO. My clients used to gloss over the financial repots, but now that we have the dashboards from LiveFlow we've seen engagement go up tremendously.

**What do you dislike about LiveFlow?**

There's a learning curve if you're uncomfortable with spreadsheet formulas. Even with the helpful videos LiveFlow provides, you still need to practice, and it can be frustrating when you don't get it immediately.

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

It's allowing me to close out our month-end process much quicker by not having to export financial statements to all our clients. This allows us the ability to spend more time doing more productive activities.

  ### 24. Save time with LiveFlow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brian C. | CEO &amp; Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 26, 2023

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

LiveFlow has been a game changer for productivity. No more downloading reports from QBO. We can set up our GSheet and refresh each month or let LiveFlow do it automatically for us. If you're a wizard with GSheets, then you'll love using LiveFlow to help customize your workbooks to your heart's content.

**What do you dislike about LiveFlow?**

I wish it had integrations with other accounting ledgers.

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

We no longer need to download reports on a specific frequency and can instead rely on LiveFlow to refresh these for us. This saves us a lot of time through less clicks, merging, and saving files when we need them updated.

  ### 25. Speed up your deliverable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nicolas H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 28, 2023

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

Liveflow has been a game changer. We can create up-to-date financial reports, readily available and professional for our clients. Any change made in the books can be reflected into the reports in seconds, which has provided more efficient collaboration within the team.

**What do you dislike about LiveFlow?**

Nothing so far. The app is consistent and does what it says. It is easy to install and self-explanatory when using it. The Liveflow also has very active customer service when questions arise.

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

it has helped our organization to be able to deliver financial faster and more professionally. Liveflow is simple to use and integrates with gsheet seamless. It is most have for consulting firms.

  ### 26. LiveFlow is amazing

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rachel R. | Grants Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 14, 2023

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

LiveFlow is amazing, we used a different integration and after months of trying to make it work, decided to cut our losses and move to LiveFlow. I am so glad we did, it seamlessly works with Google sheets to allow us to look at our data more efficiently and effectively.

**What do you dislike about LiveFlow?**

Sometimes in new sheets the integration lags a a bit and I have to refresh several times before I am able to get started, but once I am going it works great.

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

Intergrating real time actuals with our forecasts for our sponsors as well as our various departments

  ### 27. Gamechanger for QuickBooks Online Users

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 26, 2022

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

LiveFlow allows users to connect their reports to Google Sheets/Excel for fast reporting. Instead of running a report in Excel and exporting, you can log into LiveFlow and refresh your data for the financial statements. This saves so much time and all you need for updated financials is refresh the LiveFlow reports.

**What do you dislike about LiveFlow?**

I don't have any downsides to LiveFlow. The staff quickly responds if there are questions and the tutorials on the web are so helpful. Even within the templates from LiveFlow, YouTube tutorial links are embedded to help users if needed.

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

LiveFlow cuts down on time spent preparing financials. In addition, we are using it to expedite the budgeting process. We can swiftly update financials and disseminate them to users rather than having to download new reports into Excel/PDF each time we make a change.

**Official Response from Anita Koimur:**

> We're so glad you like LiveFlow, Lukas! Thank you!

  ### 28. Finally an FP&A Software that Works

**Rating:** 5.0/5.0 stars

**Reviewed by:** Larry D W. | Managing Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 01, 2023

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

We've spent years searching for an FP&A software that could integrate with our GL software and also allow us to provide deeper financial analysis for our clients. We finally found that with LiveFlow. Not only is it intuitive and easy use, but it allows for so much more than canned P&L and Balance Sheets. This has allowed us to scale our advisory services.

**What do you dislike about LiveFlow?**

The main downside is that Liveflow is limited to QBO GL only

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

We've spent years searching for an FP&A software that could integrate with our GL software and also allow us to provide deeper financial analysis for our clients. We finally found that with LiveFlow. Not only is it intuitive and easy use, but it allows for so much more than canned P&L and Balance Sheets. This has allowed us to scale our advisory services.

  ### 29. Excellent Customer Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ernest A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 06, 2023

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

What truly sets LiveFlow apart is their phenomenal customer support. I have worked with various service providers in the past, but the level of support I received from LiveFlow was unmatched. Their responsiveness was extraordinary, with prompt replies to every query or concern I had throughout the project. In fact, their customer support team demonstrated the quickest response time I have ever encountered.

**What do you dislike about LiveFlow?**

None Yet. I am yet to encounter a dislike with their system

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

The ease with which we extract data from Quickbooks. This is just a refresh away after connecting to the right parameters

  ### 30. Streamlined Project Management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gina G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2023

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

Liveflow has been an invaluable project management tool for our team. We switched from cluttered email threads and multiple spreadsheets to Liveflow last year, and it has made collaborating on projects seamless.

**What do you dislike about LiveFlow?**

The learning curve is steep at first. It took me a few weeks to really get the hang of all the features and customize things to fit our workflows.

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

Gives clear visuals on project progress

  ### 31. Time Saver and Fabulous Support

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** July 21, 2023

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

LiveFlow is an absolute time saver for our accounting firm. It is extremely customizable and gives us a whole new level of financial reporting capability for our clients. 

Most importantly, the LiveFlow support team has been super responsive and gone above and beyond to help us set up the more complicated reporting templates.

**What do you dislike about LiveFlow?**

There's not much to dislike about LiveFlow. The reports could be more visually appealing and cost is a factor since we use the app for multiple companies. Overall, we have been extremely pleased with our LiveFlow experience!

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

LiveFlow allows us to create helpful financial analysis templates for clients that can be updated each month in seconds. It really fills in the gaps of QBO Reporting for our clients.

  ### 32. LiveFlow - Easily Update your Data

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ryan C. | Jr FP&A Analyst, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 08, 2022

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

The ability to bring QBO data into Google sheets seamlessly. It saves me time not downloading QBO reports and then importing them into a Google Sheet. I'm able to set up formula's in Google Sheets that will automatically pull new data as Liveflow refreshes it.

**What do you dislike about LiveFlow?**

The lack of integrations. Currently the primary integration is QBO, but other integrations are coming soon. They will get rid of manual work in Google Sheets with the integrations with other Accounting Software.

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

LiveFlow is helping me solve building custom reports automatically without having to manipulate a QBO profit & loss report manually. I'm able to integrate LiveFlow with FP&A Planning tool through Google Sheets.

  ### 33. Helped us take our QB data reporting to another level

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 17, 2023

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

We couldn't see the data in an easy to digest way that isolated and manuplated QB reports without this app.  We love what it does for us.

**What do you dislike about LiveFlow?**

It seems to work smoothley and seemlessly.  Very little complaints.

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

QB reports don't show us what we need in a format that is easily digestible so we moved to Google Sheets to communicate our financials to the team.  We couldn't have live updates to our reporting tools with out LiveFlow.

  ### 34. LiveFlow Saves Time and Money

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sandra Y. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 05, 2023

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

LiveFlow saves time preparing client reports. With it always pulling live data from QBO, clients can get a "sneak peak" at the next month's data while reviewing results of the month being reported. Having a standardized template for every client saves so much time, and I'm not paying staff to run reports for me.

**What do you dislike about LiveFlow?**

I love the functionality of sharing reports with clients through Google Sheets, but I miss a lot of the features of Excel.

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

LiveFlow provides a much smoother process of reporting to clients on a monthly basis. I and my staff spend less time running reports and more time focusing on the bookkeeping functions that make the most difference.

  ### 35. Live flow is a genius App , it does not only save me ours but also flows a fantastic presentation.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hassan V. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 29, 2023

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

Click refresh and your results are in front of you within seconds

**What do you dislike about LiveFlow?**

I wish it could be integrated with others Apps as well

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

I can finalize my month end faster, which means it cuts down a lot of manual work which saves time for me to analyze and drill the report in depth

  ### 36. Efficient & User-friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** David T. | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 27, 2023

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

Liveflow makes importing QBO data quick and easy, making it an efficient tool that keeps my reports up-to-date. Moreover, it's a user-friendly app with a clear, intuitive interface and straightforward navigation.

**What do you dislike about LiveFlow?**

I'm happy with the benefits that Liveflow brings to my workflow. However, it would be even better if it had an admin console outside of Google Sheets. I would like to manage my settings from a web app.

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

Liveflow saves tons of time by removing the manual process of updating the data used in my reports. I know that my dashboards and other reports are showing me the latest data.

  ### 37. Great consolidation reporting solution and great team

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** May 05, 2023

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

LiveFlow is a game-changer for our financial reporting process. Previously our monthly financial reporting process was very time-consuming and required a lot of manual excel work. With LiveFlow we now have a completely automated reporting system with live information. The LiveFlow team have also been great to work with.

**What do you dislike about LiveFlow?**

We required some custom reporting dashboards, but the LiveFlow team has been able to build exactly what we need.

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

It is automating our month-end financial reporting process. This allows us to report to Senior Management and our Board more efficiently.  LiveFlow also gives valuable time back to our team to analyze rather than prepare financial results and reports.

  ### 38. Keyword, Efficiency!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** May 02, 2023

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

Time-saving. Instead of manually entering data when there are updates, I can hit the refresh button, and all the new data populates. It takes away any room for errors. It's a great tool to validate formulas and cross-reference data across multiple tabs within Google sheets

**What do you dislike about LiveFlow?**

Nothing yet! Their support team has been diligently add new custom reports so I feel like their possibilities will become endless

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

It's solving for manual data entry and making our workflow much more efficient, all the while making our data more accurate. We are spending less time with projects so we are able to perform more tasks in the same amount of time

  ### 39. Efficiency tool!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** May 02, 2023

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

LiveFlow allows our firm to efficiently update monthly reports with only a few clicks. Its ability to bring in live data also provides confidence as to the accuracy of the reports. During client-facing meetings, there is no longer a need to toggle between QBO and Sheets to ensure we have real-time data.

**What do you dislike about LiveFlow?**

The only thing I can think of right now is I wish there was a way that when a report was refreshed instead of overwriting the entire sheet it only pulled in new info and added it to the last column in the report. The use case for this is a list that you want to add a note column to. Right now if you add notes and the report refreshes the notes no longer correlate to the same data as the number of columns likely changed.

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

efficiency of updating reports

  ### 40. Gamechanger

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tom G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 04, 2023

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

We use LiveFlow for financial projections and internal workpapers, and it is an absolute game changer. Not only is the product fantastic, but the team is very responsive to requests.

**What do you dislike about LiveFlow?**

We are very pleased with LiveFlow and don't have any dislikes at this point.

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

LiveFlow makes it much easier to maintain financial models.  Updating our financial forecast used to be an "event," but now it is fairly easy to roll it forward each month.

  ### 41. We use Liveflow to prepare financial statements for QuickBooks Online

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maureen V. | Tax Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2023

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

The accuracy of automated financial statements is awesome! It removes the risk of human error in preparing manual financial statements.

**What do you dislike about LiveFlow?**

We really have no dislikes!  Liveflow saves so much time and improves accuracy.

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

I have not had any problems from the user perspective

  ### 42. Productivity!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 17, 2023

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

Liveflow's seamless synchronization and refresh with QBO is a huge productivity win. It has a smooth performance even with large datasets, and the team is always ready for questions or tips for using the tool more effectively. Liveflow has become a important part of my work routine and significantly boosted my efficiency at preparing monthly financial statements. Highly recommended for anyone who's looking for a productivity boost!

**What do you dislike about LiveFlow?**

Despite having a great performance on google sheets, it currently lacks connection to Excel (I know they're working on adding this feature)

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

Efficient financial close, seamless sync of data between google sheets and QBO

  ### 43. LiveFlow Transformed our Business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alex W. | CFO / COO, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 08, 2023

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

LiveFlow has made our team significantly more efficient and allowed us to deliver incredible value to clients. The software does what it's supposed to, the team is shipping new features at a fast pace, and their customer support is great. Highly recommend to anyone running an accounting firm that wants to cut down on the amount of time spent manually creating deliverables.

**What do you dislike about LiveFlow?**

Nothing - we've had no issues with the platform whatsoever.

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

Our team used to spend lots of time manually creating financial reports to ship to clients - we've eliminated all that manual work with LiveFlow

  ### 44. Excellent App & Big Time Saver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kevin Z. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 12, 2023

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

LiveFlow is a major time saver. It is an efficient tool for running reports and eliminates the need for manual data entry and the data integrity risks that come with that. The automation runs smoothly and the interface is very intuitive. The support team is also A+ and has been extremely helpful.

**What do you dislike about LiveFlow?**

No downsides at all! Overal have been very satisfied with LiveFlow!

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

The time that LiveFlow saves is the most significant benefit. The ability to create and refresh reports instantly is great while having confidence in the accuracy of the data.

  ### 45. Saving us HOURS every month and leveling up our client deliverables

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amy W. | Director of CAS, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 27, 2023

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

What's not to like? LiveFlow is replacing hours of "download to excel, upload to a model" projects for our FP&A practice. I haven't been this impressed with a SaaS product in a while - I'm looking for reasons to use it!

**What do you dislike about LiveFlow?**

Hard to come up with a con - If you are a solid Excel user, you can take their standard templates and modify them for your needs. Their CX team is FANTASTIC and always willing to help!

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

The link between QBO and LiveFlow ensures the data I'm working with is current and accurate. No more download/upload /reformat loops. It saves us HOURS every month.

  ### 46. A quick and thorough review of my clients financial position

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kim P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 01, 2023

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

Easy to see the reports and information you want. 

Managing reports and updating is also seamless and quick. This is a great product! I don't see anything better!!

**What do you dislike about LiveFlow?**

The only thing I would ask to be a 'fix' is to pull new accounts that are opened from QBO into the reports instead of manually having to add the line.

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

No more having to pull each individual report from QBO, or to format monthly financials. The 'to be coded' is a life-saver for me and my clients. Everything is in one easy to use place!

  ### 47. Makes keeping models updated a breeze

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jean-Paul L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 14, 2023

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

Super easy to use once you set it up. Instead of having to download excel spreadhseet and then figure out if any historical finanicals changed because of late invoices, etc. I can count of LiveFlow keeping my financial models up to date and current.

**What do you dislike about LiveFlow?**

The pricing is setup for agencies. It makes it very expensive if you only have a couple of clients to maintain.

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

My clients don't do a hard close so historical finanicals regualrly change. LiveFlow helps me stay up to date without having to spend a bunch of time on it.

  ### 48. Smooth Financial Presentation!

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** February 08, 2024

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

How easy and convenient the integration it to QBO. Easier navigation and well presented Financial position presentation.

**What do you dislike about LiveFlow?**

Sometimes there are delays, but manageable.

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

Sometimes delay of financial figures

  ### 49. Amazing app for reporting and consolidation

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** April 27, 2023

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

Creating a consolidated report for your business saves much time using LiveFlow.  Creating custom dashboards and summaries is a breeze.  It gives the extra edge of spreadsheets to your accounting software QuickBooks.  I love it every day when I make use of its features.

**What do you dislike about LiveFlow?**

Nothing much; it is perfect the way it is.  I could learn it quickly.  Email updates from LiveFlow with newly introduced features and new methods for using the software helps alot.

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

To consolidate financial data across various subsidiaries on one single file.  I can't imagine managing multiple subsidiaries without the help of Liveflow.  It also helps me keep a tab on my team's work.  I could see the reports getting updated live, and I could catch the mistakes well in advance and train the team when needed.

  ### 50. Best Integration System By Far!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yessica  P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 26, 2023

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

Live Flow has helped our monthly close-out process through QBO integration with google sheets. We were just working off of Excel and had to do all manual entries for our monthly financial reporting. Now we have QBO integrated with the sheet, which gets updated and takes out the manual work. They also have excellent customer service!

**What do you dislike about LiveFlow?**

List of formulas that can be used and how each of them work.

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

LiveFlow is solving is helping us avoid manual entries to our Excel sheet we have. Now that our integration with QBO with google sheets, we don't need to do that.


## 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=5&section=pricing&secure%5Bexpires_at%5D=2026-07-21+03%3A17%3A14+-0500&secure%5Bsession_id%5D=806906c1-cd22-4ab3-b1a4-5f9b61b26ea1&secure%5Btoken%5D=ed32b801d4a71bb349993a47861dcb652eb7a5f60de0e5e7fc00a48f0bc3755f&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
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  - [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)

