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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

There is nothing I dislike about LiveFlow. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Support service from LiveFlow is outstanding! Their team is extremely prompt, eager to assist with any questions or concerns, and always available and accessible. Review collected by and hosted on G2.com.

The auto-refresh parameters could be updated to alleviate any confusion between overall file auto-refresh and individual report auto-refresh settings. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I noticed there are a few "templates" that require premium access and thus not included with the basic level Review collected by and hosted on G2.com.

The onboarding process. Workers take the time to make sure you can fully understand the program. Review collected by and hosted on G2.com.

Learning how to use the AI, it just takes some time. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.