LiveFlow FP&A Platform
Automate financial reporting and consolidation for multi-entity businesses.
Executive Summary
LiveFlow is a financial reporting automation platform designed for accounting firms, fractional CFOs, and finance teams. It seamlessly integrates with popular accounting software like QuickBooks and Xero, and spreadsheets such as Google Sheets and Excel, to provide real-time data, multi-entity consolidation, and customizable dashboards. The platform eliminates manual data entry and reporting, saving significant time and improving accuracy for strategic financial analysis and decision-making.
Use Cases
- Automating month-end close processes to reduce time and manual effort.
- Consolidating financial data from multiple entities with varying charts of accounts and currencies.
- Generating real-time financial reports (P&L, Balance Sheet, Cash Flow) directly in spreadsheets.
- Creating custom financial models and dynamic dashboards for strategic analysis.
- Developing and tracking budgets and forecasts with live data.
- Providing clients or stakeholders with insightful and easy-to-understand financial reports and visuals.
Features
Visibility
- Real-Time Reporting: Provides always-current financial reports and dashboards by syncing directly with accounting systems.
- Customizable Dashboards: Allows users to create and tailor visual dashboards with KPIs for various stakeholders and reporting needs.
- Multi-Entity Views: Offers consolidated views of financial data across multiple entities, with drill-down capabilities into individual entity details.
- Drill-Down Functionality: Enables users to quickly transition from high-level summaries to detailed transaction data within reports.
- KPI Tracking: Monitor essential financial health metrics and custom KPIs within dashboards and reports.
Intelligence
- Automated Data Refreshes: Schedules reports to refresh automatically (e.g., hourly, daily) to ensure data is always up-to-date.
- Multi-Entity Consolidation: Automates the consolidation of financials from any number of entities, including flexible account mapping and multi-currency support.
- Budgeting & Forecasting: Supports the creation of budgets and financial forecasts, allowing for scenario planning and projection of future outcomes.
- Variance Analysis: Facilitates the comparison of actual financial results against budgets or forecasts to identify and analyze discrepancies.
- Pre-built Templates: Offers 100+ ready-to-use reporting templates for various financial statements and analyses.
Support
- Dedicated Customer Success Team: Provides access to a dedicated team for assistance, feature suggestions, and custom template coding.
- Multi-Channel Support: Support available via email, phone, Zoom, and Slack.
- Knowledge Base & FAQs: Access to self-service resources including FAQs and a knowledge base for common queries and guides.
- Chat Support: Offers chat functionality for quick assistance.
Technical Specifications
- Architecture
- Cloud-native SaaS with spreadsheet add-ins
- Deployment
- Cloud/SaaS
- Authentication
- SSO via Google/Microsoft accounts
- API Available
- No
- MCP Server
- No
Infrastructure
- GCP
AI/ML Stack
- Machine Learning
Integrations
- QuickBooks
- Xero
- NetSuite
- Google Sheets
- Excel
Security & Compliance
Certifications: SOC 2 Type II
Encryption: AES-256 at rest (inferred via GCP), TLS 1.2+ in transit
Pricing
- Model
- Tiered subscription, scaling by entities
- Starting Price
- Starting at ~$500/month; custom pricing available
- Target Customer
- SMB to Enterprise, including accounting firms and fractional CFOs
- Contract Type
- Flexible, with option to cancel at any time (annual likely for enterprise)
- Free Trial
- No (credit card required)
About LiveFlow
LiveFlow is a B2B software company that provides a financial automation and accounting data integration platform. It helps finance teams, accountants, and businesses automate tedious workflows like multi-entity consolidation, financial reporting, budgeting, and forecasting, primarily integrating with Google Sheets and Excel, and accounting software like QuickBooks and Xero.