LiveFlow
Budgeting and forecasting software
Corporate performance management (CPM) software
Financial analysis software
Financial close software
Accounting & finance software
Financial reporting software
Risk management software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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- Professional services (engineering, legal, consulting, etc.)
- Information technology and software
- Public sector and nonprofit organizations
What is LiveFlow
LiveFlow is a spreadsheet-connected financial planning and reporting tool that syncs data between QuickBooks Online and Google Sheets. It is used by small businesses and finance teams to build budgets, forecasts, cash flow models, and management reports directly in spreadsheets while keeping accounting data up to date. The product emphasizes template-based reporting and automated refresh/scheduling rather than a full multidimensional CPM model. It is typically adopted by teams that prefer spreadsheet workflows and want faster month-end reporting from their accounting system.
Native Google Sheets workflow
LiveFlow centers on Google Sheets as the modeling and reporting interface, which reduces change management for teams already operating in spreadsheets. Users can build and modify reports with standard spreadsheet formulas and layouts rather than learning a separate modeling language. This approach can be practical for lightweight planning and reporting needs where spreadsheet flexibility is a priority.
QuickBooks Online data sync
The product is designed to pull accounting data from QuickBooks Online into spreadsheet-based reports and models. This supports common finance workflows such as P&L, balance sheet, cash flow reporting, and budget-vs-actual analysis using the same underlying ledger data. Automated refresh and scheduled updates can reduce manual export/import steps during monthly reporting cycles.
Template-driven financial reporting
LiveFlow provides pre-built templates and repeatable report structures that teams can adapt for management reporting. Standardized templates can help smaller teams produce consistent outputs across periods and entities without building every report from scratch. This is useful for organizations that need structured reporting but do not require enterprise CPM features.
Not full CPM platform
Compared with enterprise CPM suites, LiveFlow is more focused on spreadsheet-based reporting and planning rather than end-to-end performance management. Capabilities such as complex driver-based planning, multidimensional modeling, advanced workflow, and broad enterprise integrations may be limited or require workarounds. Organizations with sophisticated consolidation and planning requirements may outgrow the approach.
Accounting-system dependency
The core value depends heavily on QuickBooks Online as the source system. If a company uses other ERPs/accounting platforms, the product may not fit without additional tooling or process changes. Data quality and chart-of-accounts design in the accounting system can directly affect reporting accuracy and maintainability in Sheets.
Spreadsheet governance challenges
Using spreadsheets as the primary interface can introduce version control, access control, and auditability challenges as usage scales. Complex models can become difficult to test, document, and maintain across multiple contributors. Teams with strict controls for close, reporting, or risk management may need stronger centralized governance than a spreadsheet-first workflow typically provides.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Custom / Tailored | Contact sales / Book a demo | Official pricing page states "Pricing is tailored to what you need" and asks visitors to book a demo. Features called out on the page include multi-entity consolidation, A/P & A/R reporting, data visualization, budgeting & forecasting, department & project reporting, cash flow forecasting, and budget vs. actuals. No public numeric prices, plans, or trial information are listed on the official pricing page. cite |
