LiveFlow Reviews & Product Details

LiveFlow has completely transformed the way I handle reporting. It seamlessly connects Google Sheets and QuickBooks Online, saving me hours every month on manual data pulls and updates. The automation has made my workflow significantly more efficient, and their templates are incredibly helpful—easy to use and well-designed for real business needs. Highly recommend for anyone who wants to streamline financial reporting and spend less time chasing numbers. Review collected by and hosted on G2.com.

My only gripe is the sync timing. While it does sync automatically, I’m not sure when or how often—so I often end up manually syncing just to be sure I’m looking at the most up-to-date numbers. It’d be great to have more visibility or control over the sync schedule.

Still, it’s an incredibly powerful tool and one I’d highly recommend to anyone looking to streamline financial reporting. Review collected by and hosted on G2.com.

LiveFlow works great, it integrates QBO with either Google Sheets or Excel, which is helpful as you may have clients using either software so you are not limited in how you can serve them. The dashboards are also a great feature, however I wish it wasn't an upcharge to use them. It's great to be able to provide your clients a link to a clean dashboard that they can reference whenever they want and it will be updated as long as the QBO file is updated. Review collected by and hosted on G2.com.

The biggest downside to LiveFlow is the price. It's not the cheapest option out there, and while I feel the software is worth it if you are charging appropriate fees to your clients for your services, what I don't like is how there are added fees for new features. Want to be able to use dashboard feature? You get one free then have to pay. Want to be able to do consolidates? Thats extra. Review collected by and hosted on G2.com.

LiveFlow has significantly streamlined our workflow. What used to take hours each month—manually updating forecast models and tidying up spreadsheets—is now handled automatically. With LiveFlow integrated into our Google Sheets, everything stays up-to-date and well-organized. Review collected by and hosted on G2.com.

Learning Curve – Some users may find the initial setup or learning how to use LiveFlow effectively a bit challenging, especially if they're not familiar with financial modeling tools or advanced spreadsheet functions.

Limited Customization – While LiveFlow automates a lot, some users might feel restricted by templates or limitations in customizing data imports exactly to their liking. Review collected by and hosted on G2.com.

It's automated. It's an easy plug-in for Google Sheets. Works seamlessly.

Liveflow is a fantastic addition to bookkeeping and accounting workflow. Yes, it is expensive, even more expensive than QBO itself. HOWEVER, it pays for itself in both productivity and accuracy. Manual data entry is reduced and typos and “fat fingering” are eliminated. If QBO is correct, then your custom-created reports are correct. It does take some time to get the most out of it – but once set up it works great. You can pull raw data from QBO and then use it to create various dashboards and reports. And you can also use it to pull full financial statements and then create dashboards that pull right from there. Great product. And the few times I’ve needed customer service, they’re quite responsive. Highly recommended. Review collected by and hosted on G2.com.

Honestly, it's a bit expensive for the small user. But it works great. Review collected by and hosted on G2.com.

I'm a CFO using Xero, and honestly, LiveFlow has made a huge difference for us. Before, month-end felt like running a marathon — exporting reports, consolidating spreadsheets, triple-checking numbers. Now? LiveFlow pulls everything in live from Xero straight into our Google Sheets and Excel dashboards. No more manual exports, no more errors.

What really impressed me is the built-in forecasting. It’s super flexible — you can forecast on a fixed basis (like rent, salaries) or variable (like % of revenue, COGS scaling with sales). Setting up different scenarios is really intuitive, and it’s saved us hours when doing board reporting and cash flow planning.

If you’re tired of spending all your time cleaning data instead of actually analyzing it, you need to check this out. Easily one of the best tools we’ve added to the finance stack. Review collected by and hosted on G2.com.

The only thing I'd love to see added is a native cash flow statement builder — right now, you have to build it manually from the data. Review collected by and hosted on G2.com.

LiveFlow saves hours every month by automatically pulling data from QuickBooks into Google Sheets. I just have to build the report once, either from a template or start from scratch, and from there, I just have to update QBO.

Clients can go in and see their report anytime with the most up-to-date information without asking me to pull it for them.

Their customer support is top-notch, so when I have questions, I can always get a quick reply.

Liveflow is great for multi-entity reporting. Their consolidation feature at implementation makes it easy to pull sister orgs together into one consolidated report. Review collected by and hosted on G2.com.

Initial setup is the only heavy lifting you'll need to do. Once you get everything set up, sending out your financial reports is a breeze. Review collected by and hosted on G2.com.

“What I like best about LiveFlow is its ability to pull real-time data from QuickBooks into Google Sheets with zero manual effort. It saves me hours every week and allows me to build fully customized, automated reports for each client. The flexibility, speed, and reliability—combined with excellent support—make it an essential tool in my financial reporting workflow Review collected by and hosted on G2.com.

While LiveFlow is an incredibly powerful tool, one area for improvement could be its integration with some third-party platforms outside of QuickBooks. Although the core features are top-notch, expanding compatibility with more accounting software or advanced data visualization tools could make it even more versatile for a wider range of users. However, this is a minor concern compared to the overall value LiveFlow brings. Review collected by and hosted on G2.com.

Our team's favorite part about Liveflow is the time saving aspect. We are able to create instant reports for departments and share them with the team instead of spending the time creating and sending them to each individual. Also, because of the live real time integration, we can drill down into specific line items if a committee member has a question while on a call. We use LiveFlow monthly for our reporting, and whenever we have issues we chat with customer support and they always hop on a Zoom call with us which is much appreciated when working against a deadline. Review collected by and hosted on G2.com.

There is definitely an initial learning curve with Liveflow - you really need to learn the formulas and have a base knowledge of Google Sheets. Also, we do have to put quite a bit of time into it at the end of the year to update the reporting with new budgets, months, etc. Review collected by and hosted on G2.com.

LiveFlow is a fantastic tool for providing useful, up-to-date reporting packages for our outsourced accounting clients. The ability to integrate with Google Sheets, Microsoft Excel, and Xero is very helpful, and the customizable nature of reports ensures we can craft relevant, unique deliverables which meet our clients' needs. Review collected by and hosted on G2.com.

I can't say there's anything I dislike about the software. One suggestion would be to mirror custom reports in QuickBooks Online with the available reports in LiveFlow, so you can pick an existing report to operate from rather than needing to recreate it within the LiveFlow dialogue window. Review collected by and hosted on G2.com.

LiveFlow has been a huge time-saver for our team. We used to spend hours manually updating forecast models and cleaning up spreadsheets every month. Now, with LiveFlow connected to our Google Sheets, everything updates automatically and stays organized. What used to take us close to 10–12 hours a month now takes maybe 1–2, and the data is always accurate.

The onboarding support was also top-notch. LiveFlow has made our forecasting process way smoother and way less stressful. Review collected by and hosted on G2.com.

The only downside is that there’s a bit of a learning curve at the start especially getting familiar with how the data connectors work. Review collected by and hosted on G2.com.