Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Enhanced customized reporting"
4/5
What do you like best about LiveFlow?

Liveflow has totally elevated my practice. I am able to provide my clients with enhanced customized reporting. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Ashley S.
AS
Ashley S.
Accounting Manager
Small-Business (50 or fewer emp.)
"Gamechanger for Month-end close"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Individual & Family Services
UI
Verified User in Individual & Family Services
Mid-Market (51-1000 emp.)
"Efficient and Effective Reporting"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Austin B.
AB
Austin B.
Controller Division Manager
Small-Business (50 or fewer emp.)
"LiveFlow has made financial reporting and modeling more efficient"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

CG
Chris G.
Fractional CFO
Small-Business (50 or fewer emp.)
"Save Countless Hours Updating & Managing Your Financial Models!"
5/5
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. Review collected by and hosted on G2.com.

What do you dislike about LiveFlow?

The integration with Xero is limited and doesn't work as I had hoped. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
UN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Lifeflow is such a time saver!"
5/5
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! Review collected by and hosted on G2.com.

What do you dislike about LiveFlow?

So far there isn't anything we don't like about Liveflow. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
UH
Verified User in Hospital & Health Care
Enterprise (> 1000 emp.)
"Beautiful bridge from quickbooks to excel/google sheets"
4.5/5
What do you like best about LiveFlow?

Connectivity with excel and google sheets Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Liz D.
LD
Liz D.
Partner
Small-Business (50 or fewer emp.)
"The best decision our company has ever made"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Megan S.
MS
Megan S.
Senior Account Manager
Small-Business (50 or fewer emp.)
"Maximizing Your Productivity"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Rodrigo P.
RP
Rodrigo P.
Chief Financial Officer
Small-Business (50 or fewer emp.)
"A Game-Changer for Financial Reporting"
4.5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.