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LiveFlow Templates for Google Sheets — Automate your financial reports & save hours of manual work
🛠 Create your core set of templates, customized to your goals.
👬👬 Duplicate to serve multiple teams and clients.
💪 Empower your teams and level up your client offering with live dashboards.
😍 Save 2 days a month of financial reporting with 5 clicks.
👬👬 Duplicate to serve multiple teams and clients.
💪 Empower your teams and level up your client offering with live dashboards.
😍 Save 2 days a month of financial reporting with 5 clicks.
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Replies
@prineelbandellu Thanks Prineel, a good tool for startup teams, let us know if you have any feedback!
Finally, someone did all the hard work for me and I can just plug in my data:) As a business owner, I've been looking for something like this for ages. Thanks for your great work LiveFlow team!
@alinaverbenchuk Hopefully we've turned all those hours into a handful of clicks Alina!
Amazing product for business owners — easy for use, huge impact on your small and medium business thanks to the fast and convenient financial analytics.
@ayrana_mongush you're spot on! Thanks for your support and I hope you'll enjoy using our templates :)
As a founder, these look like super useful templates for our financial reporting – great work in sharing them with the community! 🙏 ?makers
@kyranschmidt thanks a lot for your support, Kyran! Please try them out and let us know your thoughts!
@degisner Great to hear we're on the right mark Andrew, our hope was to give people a starting point that is immediately useful but can become as custom as needed!
@abii_mohamed Thanks Abi! Really hopefully a great tool to share with any startups you know who are getting investment ready!
I was an early adopter of LiveFlow. Here's why:
Me before LF:
✔️QB>Client>Download Report1 in Excel>copy/paste analytics overlay>adjust analytics because links break>review>Make adjustments in QB>Download PDF "final" report.
✔️Repeat above 4 more times for 4 different reports (for "average" clients - with some we have 8 different reports).
✔️Download and send "finals" to client.
✔️Client requests changes.
✔️Changes made>download "revised" financials>send to client.
We have over 70 clients, and there are only two of us in the company, so you can imagine...
Now:
⬆️Build a standard set of reports in LF for one client. Save as "template".
⬆️Apply template to each client.
⬆️⬆️⬆️Done for the year. The YEAR! (I wish I could type this louder.)⬆️⬆️⬆️
Reports are sitting in my client's Google folders, happily updating every hour. My clients can look at them whenever they want, make comments, answer comments, etc. All the analytics are built in. All the analysis is done.
LiveFlow is a powerhouse for our "back end". We are saving at LEAST two full days each month because of using LF.
(And not for nothing, but the support is off the charts.)
However many stars are available, I click them all. LiveFlow is invaluable to our small bookkeeping firm.
@michael_alliman Thanks for all the help over the last 12 months, for giving us feedback as we've developed our product and for the great feedback on your experience to date. Looking forward to seeing what you achieve over the next 12 months!
@zacgarton1 It's been a fantastic experience working with the Liveflowians! Thanks for what you're doing!
This is a great idea and well-structured information. Especially for those who are just starting their way in business. I want to devote my time to learning these patterns. Thank you!
LOVE this tool. As a small business owner this is ideal to keep track of my finances. Hope you will keep expanding the functionality!
Congrats on the launch! Looks super useful, so much time is wasted currently on manual consolidation.
@elenasamuylova Yes! It's the most consistent bit of feedback we get to date, so much repetitive work, hopefully, we've solved this!
Congrats and the launch and keep pushing LiveFlow! Been using it for a couple of months now and can't get enough.
Looks interesting I've never seen anything like this, usually software focusses on set templates rather than customisation for automation but this seems to do both?
@_jpcastrog_ Yes it's one of the key differentiators of Liveflow and with this update, you can use any of the free templates or customise your own and full automate the data pull-through for either using the extension so you can have the best of both!
Orbital