Name: LiveFlow
Rating: 8.7 (2 reviews)
Author: LiveFlow

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Development

Business Intelligence (BI)

Collaboration

Diagramming

Project Portfolio Management

Supply Chain Management

Enterprise

Accounting

Invoicing

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Converged Infrastructure

Data Center Infrastructure Management

Data Lakehouse

Data Observability

Data Privacy Management

Database Load Balancing

Ethernet Switches

File Sync and Share

Fraud Detection

Integration Platform as a Service (iPaaS)

License Management

Log Management

Managed IT Service

Network Performance Monitoring

Network Troubleshooting

NoSQL Databases

Packet Analyzer

Password Management System

Remote Support

SOA Governance

Single Sign-On

Smart Contracts

Solid State Drives

Threat Hunting

Threat Intelligence

Virtual Private Cloud (VPC)

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Creative Collaboration

Customer Success

Digital Content Creation

Digital Signage

Email Marketing

Marketing Analytics

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Gamification

Sales

Construction Management

Equipment Rental

Homeowner's Association (HOA) Management

InsurTech

Insurance Suites

Investment Portfolio Management

Tax Practice Management

Vertical-Specific

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### Google Sheets Integration
Users consistently praise LiveFlow's Google Sheets integration for its ease of use and time-saving features. The ability to customize reports, sync data in real-time, and streamline communication between departments are highlighted as key benefits. While some users express a desire for additional features like bank integrations and improved speed, overall, the sentiment towards LiveFlow's Google Sheets integration remains positive and highly beneficial for efficient data management.

### QuickBooks Connectivity
Users are consistently praising LiveFlow's QuickBooks integration capabilities. The tool's ability to effortlessly connect to QuickBooks Online and provide real-time data updates has garnered positive feedback. Users appreciate the ease of installation and the speed at which reports can be generated and customized within Google Sheets. However, some users have expressed minor concerns such as the need for improved aesthetics in the reports and the desire for additional features like specific ledger imports and auto-refresh options. Despite these minor drawbacks, the overall sentiment towards LiveFlow's QuickBooks connectivity remains largely positive.

### Automated Data Import
Users consistently highlight LiveFlow's automated data import feature as a time-saving and user-friendly tool for importing accounting data effortlessly. The ability to set up auto-refresh options for reports on a daily or weekly basis adds to the convenience and efficiency of the platform. Additionally, the option to import specific ledger data and the ease of connecting multiple companies to the add-on further enhance the flexibility and utility of LiveFlow's automated data import capabilities.

### Financial Reporting
Users generally praise LiveFlow's financial reporting capabilities. They appreciate the ease of importing P&L data into spreadsheets, saving significant time on manual tasks and enabling more frequent financial reporting. Some users highlight the convenience of real-time data updates, streamlining month-end reporting processes and providing a comprehensive overview of finances on a regular basis. While there are minor suggestions for improvements in terms of report aesthetics and additional features like ledger imports and auto-refresh options, overall, users find LiveFlow's financial reporting tool to be efficient and effective in enhancing their analytical processes.

### Financial Analysis Tools
Users unanimously praise LiveFlow's financial analysis capabilities. The tool's ability to provide customizable reports based on different time frames, columns, and categories has significantly streamlined the analysis process for accountants and financial professionals. The real-time data updates have been particularly lauded, eliminating the need for manual data entry and allowing users to focus on in-depth analysis and insights. Additionally, the ease of connecting multiple companies to the add-on and the convenience of accessing reports for different entities without reinstalling the tool have been highlighted as valuable features by reviewers.

### Accounting Data Overview
Users are generally pleased with LiveFlow's accounting data integration capabilities. They appreciate the ease of importing accounting data into their spreadsheets, saving valuable time and streamlining their financial workflows. However, some users express a desire for LiveFlow to expand its compatibility with other accounting platforms beyond QuickBooks, such as MRI and Yardi, to cater to a wider range of users. Despite this limitation, the majority of users find LiveFlow's accounting data overview feature to be a valuable tool for enhancing financial reporting and analysis on a regular basis.

LiveFlow is a financial analysis software platform designed to automate financial workflows and simplify financial management for businesses. According to the vendor, LiveFlow offers a wide range of features and templates to streamline tasks such as financial reporting, budgeting, cash flow management, and more. It is aimed at businesses of all sizes, from small startups to large enterprises. LiveFlow is utilized by accountants, CFOs, finance teams, SMBs, startups, and professionals in the technology industry and franchises.

## Key Features

**Live Budget vs Actuals**: Create a live Budget vs Actuals Dashboard that updates automatically, eliminating the need for manual updates.

**Consolidate multiple entities**: Automatically consolidate financial data from multiple entities, simplifying the consolidation process. The vendor claims that it uses accurate exchange rates for consolidation.

**Department reporting**: Enable department leaders to take ownership of their financials by collecting inputs from department owners while maintaining central data control. Streamline department budgeting processes.

**Track vendor spend**: Gain insights into where the money is being spent by tracking vendor spend by GL (General Ledger) account. Get a comprehensive view of expenses.

**Drill down into reports**: Analyze underlying variances and drill into transactions directly in Google Sheets. Save time by avoiding the need to go back to QuickBooks for detailed analysis.

**Balance Sheet reporting**: Generate live and customizable Balance Sheet reports. Automate the process of creating and updating Balance Sheet reports. Access real-time financial data for better decision-making.

**Cash Flow forecasting**: Forecast cash flow with accuracy. Generate live and customizable Cash Flow reports. Automate the process of creating and updating Cash Flow reports.

**Month-Over-Month dashboard**: Monitor month-over-month performance with a live dashboard. Track key metrics and identify trends. Customize the dashboard to focus on the metrics that matter most to your business.

**Live Forecasting**: Use live data to create dynamic financial models. Import data and write custom formulas on top of it. Transform outdated models into live and dynamic ones.

**Customizable and easy-to-understand reports**: Set up reports once and ensure they are always up-to-date. Customize reports to meet specific needs. Share live and easy-to-understand reports with your team and clients.

LiveFlow has proven to be an invaluable tool for users looking to streamline their data-entry processes and save time. Users have been thoroughly enjoying the customizable reports and real-time data provided by LiveFlow. The ability to publish multiple company financials and custom metrics in a Google Sheet has been described as a game changer, allowing users to easily access and analyze their financial information in one place.

Once set up, LiveFlow works seamlessly, eliminating the need for manual downloading, copying, and pasting of data into spreadsheets. This not only saves time but also protects users from making mistakes such as pasting the wrong information into client spreadsheets. Users appreciate that LiveFlow simplifies their workflows and allows them to spend more time on higher-level work instead of tedious manual data entry.

The ease of exporting reports from QuickBooks to Google Sheets using LiveFlow has made analysis and reporting much easier for users. It eliminates the need for exporting data to Excel and provides a streamlined process for manipulating QuickBooks reports directly in Google Sheets. Users have found this feature to be a valuable time-saving tool that provides them with a real-time overview of their financial position.

The LiveFlow Google Sheets add-on has been praised by users as easy, handy, and a huge time saver for importing accounting reports. It has become a favorite app for preparing month-end reports and consolidating data across multiple QuickBooks accounts. Finance teams looking to speed up their workflows highly recommend LiveFlow for its efficiency in importing accounting data to spreadsheets. Overall, LiveFlow provides a seamless solution for managing financial data efficiently while saving time and improving accuracy for its users.

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Acumatica

SAP S/4HANA Cloud

LiveFlow

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.