--- title: "LiveFlow Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is LiveFlow the right Financial Management solution for you? Explore 94 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/237324/LiveFlow/reviews/" page_type: "reviews" language: "en" --- LiveFlow 4.9 (94) [View alternatives](https://www.capterra.com/p/237324/LiveFlow/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 4th, 2026 # Reviews of LiveFlow Ease of use 4.7 Customer Service 4.8 ## Pros and Cons in Reviews DB Danielle B General Ledger AccountantIndividual & Family Services, 51 - 200 employeesUsed the software for: 1-2 years. “Our company has been using LiveFlow flow for about two years and it's become an important tool in our month-end process, allowing us to extract the financial data necessary and then analyze and compare for leadership review and oversight.“ April 8, 2025 MM Maverick M Engineering AnalystOil & Energy, 11 - 50 employeesUsed the software for: 6-12 months. “Steep learning curve: I find that it takes time to get familiar with how to set up and link LiveFlow to Google Sheets, especially since i was not already comfortable with spreadsheet formulas or API integrations.“ April 8, 2025 NG Nick G FounderMarketing and Advertising, 2 - 10 employeesUsed the software for: Less than 6 months. “With LiveFlow, I can connect all of my QuickBooks data to a spreadsheet and create custom reports that show me exactly what I need to know.“ April 9, 2025 LH Lora H Sr Dir of OperationsMarketing and Advertising, 11 - 50 employeesUsed the software for: More than 2 years. “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.“ July 7, 2025 CV Colin V CEOAccounting, 2 - 10 employeesUsed the software for: More than 2 years. “It integrates real-time data from QuickBooks into LiveFlow and allows you to customize your reports to be exactly what you want.“ April 21, 2025 JM James M Accounting LeadAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “At first the cost could seem high since you may not be used to paying for a reporting tool. But once it is in your process, it's difficult to think about not using it.“ July 3, 2025 KE Katherine E CEOAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “Overall, LiveFlow has streamlined my financial reporting process, the time and effort it saves for my company is invaluable, for our team as well - it also provides a great reporting accuracy and efficiency, which makes it highly reliable for us.“ April 8, 2025 CT Cruise T Hub ManagerAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “There is a lot of work that I need to get done daily, and I do not have the time for some of the smaller tasks anymore.“ July 2, 2025 ## Showing most helpful reviews Showing 1-25 of 94 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use PETTIE N. Private Finance Consultant Accounting Used the software for: Less than 6 months ### "LiveFlow Best and seamless all accounting solutions!" April 11, 2025 5.0 As an accountant, Live Flow has made my work very simple with the generation of timely and very efficient reports. It is easy to analyse the accounts and make relevant corrections. With Liveflow, I do not take plenty of time navigating as it is simple to use and understand. Pros LiveFlow is very efficient, easy to use, and user-friendly, and easily integrates with Google Sheets and Excel. It saves a lot of time in the generation of cumbersome client reports and is very efficient as the company expands. Cons LiveFlow is very efficient and seamless and nothing not to like! Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Because I wanted a programme that is highly integrative with other programmes, fast and more efficient Review Source VR Verified Reviewer Managing Member Investment Management Used the software for: 2+ years ### "Great Product." July 24, 2025 5.0 Fantastic product and, for the few times I've needed it, very responsive customer service. Would highly recommend. Pros 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. Cons It's a bit expensive. The price was a shocker but that's because we signed up when they were new. Multiples companies don't seem to provide any discount so we only use it with one entity. Alternatives considered [Coupler.io](https://www.capterra.com/p/202311/Coupler-io/) Reason for choosing LiveFlow LiveFlow seemed to be much more refined. Switched from [Coupler.io](https://www.capterra.com/p/202311/Coupler-io/) Liveflow has more features and the integration with QBO was better for us. Review Source JN Jaylyn N. Operations Manager Computer Software Used the software for: Less than 6 months ### "New user, still learning! " July 2, 2025 4.0 Pros I like the functionality of sharing with teammates and the ease of sharing. The software is still very new to my organization and we are still learning Cons it feels like it was built with mostly the finance team in mind which I would like for it to be a bit easier for non-finance team members Review Source NT Natalie T. Senior Financial Analyst Accounting Used the software for: Less than 6 months ### "Game Changer" July 20, 2025 5.0 Liveflow has been a game-changer for us because we send out many reports every month, often in a short time span. Many of our reports are consolidating multi-entity organizations. After the initial setup is complete, our clients can access their report at any time to view up-to-date financial data—no need to request or wait for a newly generated report. Pros Liveflow saves a significant amount of time sending out financial reports. It's really great if you're working with several organizations. One of the most useful things for me is consolidating multi-entity organizations. Cons The initial setup took some time, but I think that's true with any software. I'm specifically referring to mapping the chart of accounts in multi-entity organizations. Single-entity organizations has a much faster setup. Alternatives considered [G-Accon](https://www.capterra.com/p/10006671/G-Accon/) Reason for choosing LiveFlow Liveflow had better formatting, and the multi-entity setup was better for us. G-Accon was nice, but we knew that we would outgrow it quickly. Switched from [Syft Analytics](https://www.capterra.com/p/161231/Syft-Analytics/) We wanted our reporting to be more dynamic and collaborative. We liked the spreadsheet version of the reports vs. the pdf version that Syft provided. We also needed to create a new report each month, which took a lot of time since we have many clients. With Liveflow, we create one report and it automatically updates. Review Source LS Liz S. CEO Accounting Used the software for: 6-12 months ### "LiveFlow=Game Changer" April 24, 2025 5.0 LifeFlow has completely transformed the way our team operates. As a firm that specializes in accounting and advisory services for restaurants, we needed a solution that would reduce manual work and help us focus on delivering real value to our clients. LifeFlow delivered — and then some. What used to take hours of spreadsheet cleanup and manual reporting now happens in minutes. The platform seamlessly connects our data sources and automates reporting workflows, which has saved us countless hours every month. The time savings have enabled our team to shift focus from data entry to data interpretation. We're now spending our time providing clients with insights that actually help them run better businesses — not just sending them reports. If your firm is still stuck exporting and formatting data manually, you need LiveFlow. It’s intuitive, powerful, and lets your team spend their time on what really matters. Pros Ease of use, stellar personalized customer service and the company's abbility to identify pain points and develop innovative solutions.+ Cons The initial setup of templates can be time consuming, but well worth the time investment. Alternatives considered [Qvinci](https://www.capterra.com/p/119326/Qvinci-Software/) Reason for choosing LiveFlow Ability to customize calendars and LiveFlow's developers really listening to users and quickly +developing solutions based on feedback Review Source OR Olivia R. Consulting VP of Finance Financial Services Used the software for: 2+ years ### "LiveFlow is crucial for outsourced accountants!" July 2, 2025 5.0 Pros LiveFlow has saved my team tons of time with each monthly close! As an accounting firm user, being able to pull reports on a regular cadence across clients without having to log in, configure, download, and upload into a workbook is huge. Cons Nothing--any issue I have had has been quickly resolved by the team as soon as I brought an error or suggestion to their attention! Alternatives considered [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reason for choosing LiveFlow We attempted to use the native reporting in QBO. While report exports are fine, they are cumbersome and slow. Review Source MK Matt K. CFO Advisor Accounting Used the software for: 6-12 months ### "LiveFlow is a great too for extracting reports from QBO" July 3, 2025 4.0 Overall, LiveFlow is a great tool for finance people who need to extract data quickly from QBO on a regular basis. Pros LiveFlow makes it really to easy to extract information from QBO. It has allowed the team to automate reporting, which saves us a lot of time every month. Cons There are not a lot of high-quality dashboards. The dashboards either lack a modern look/feel or they are too specialized for specific industries, which make them not useful for us. Alternatives considered [Jira](https://www.capterra.com/p/19319/JIRA/)[Reach Reporting](https://www.capterra.com/p/184036/Reach-Reporting/) Reason for choosing LiveFlow Liked the ability to have clients stay in the financial spreadsheet, and not need to go to QBO for information. Switched from [Telemetry Hub](https://www.capterra.com/p/276245/Telemetry-Hub/) Telemetry was ceasing operations, so we needed a new FP&A tool. Review Source JM James M. Accounting Lead Accounting Used the software for: 6-12 months ### "Real time data for clients" July 3, 2025 5.0 Overall solid. It gives us a new tool to deliver better service to our clients. It's easy to implement makes it seamless with Google Sheets. Pros LiveFlow lets us build reports for our clients that get them real time data. Instead of waiting 10-15 days for month end reports, we now build flash reports that they can look at daily with up to date info. LiveFlow also removes friction in the reporting process which is always a win. Cons At first the cost could seem high since you may not be used to paying for a reporting tool. But once it is in your process, it's difficult to think about not using it. Switched from [Fathom](https://www.capterra.com/p/136476/Fathom/) We needed a tool with more flexibility. Data into google sheets let us do that with liveflow. Review Source FG Fernando G. CIO Non-Profit Organization Management Used the software for: 6-12 months ### "Empowering emerging leaders with LiveFlow" May 8, 2025 5.0 LiveFlow has helped us empower our program teams to view and manage their own budgets \*without needing to give them access to our accounting software\* in a way that we had never been able to before. Pros Fast, seamless integration with our Google Sheets budget spreadsheets. The user interface is intuitive, making it easy to onboard new team members. Cons Some cells are not supported by the drill down feature, and it's not immediately apparent which ones are and which ones are not. This has sometimes led to confusion among our team members. Alternatives considered [Aplos](https://www.capterra.com/p/118759/Aplos-Accounting/)[NetSuite](https://www.capterra.com/p/135757/NetSuite/) Reason for choosing LiveFlow LiveFlow was much more affordable, and the other products were overkill based on what we actually needed. LiveFlow also allowed us to deploy a solution much more quickly than switching over to an entirely new system. Review Source CB Caitlin B. Technology Manager Construction Used the software for: 6-12 months ### "LiveFlow has been a total game-changer for our CFO reporting" July 2, 2025 5.0 As an accounting firm, we use it to build out real time, easy to understand dashboards for our clients, especially in the construction space. The way it pulls live data from QuickBooks into excel has saved us a ton of time and made our reports way more dynamic and insightful. Our clients love the clean look and how quickly we can turn around answers, and we love how easy it is to use. It’s become a core part of how we deliver our CFO services. Pros It was really easy to setup and get all of our clients onboard. I love the customization options the best because it really allows us to tailor to our needs. Cons There wasn't anything I didn't like. It was easy to use and get going, so I don't have any complaints Alternatives considered [Reach Reporting](https://www.capterra.com/p/184036/Reach-Reporting/) Reason for choosing LiveFlow It was the most customizable which was very important. Review Source AD Alex D. Advisor Accounting Used the software for: 1-2 years ### "Liveflow + QBO - Automated Financial Reporting" April 25, 2025 5.0 Fantastic. It’s made financial modeling faster, more accurate, and much easier for my clients to understand. The platform is user-friendly, the support team is excellent, and it’s added real value to my accounting services. Pros LiveFlow is incredibly easy to use, the data is real-time, client's can glean a good understanding of the financial reporting and it saves time. Cons Sometimes the formulas, and dashboards glitch out and must be fixed manually Review Source WD Will D. Corporate Development Analyst - CPA Hospital & Health Care Used the software for: 1-2 years ### "LiveFlow: Best for Integration of Multiple Companies and Quickbooks at a good price" July 2, 2025 5.0 Overall, fantastic. They solved an issue my company had that we struggled finding a reasonably cost effective solution without major overhauls of accounting processes. Pros The seamless integration of multiple companies accounted for in Quickbooks makes this product highly effective in closing, consolidation, and reviewing performance. Cons LiveFlow switches occasionally between feeling like its own platform vs an addition to sheets/excel. UI has gotten much better, but often times am directed to help pages a bit too much Review Source ES Erin S. Accounting Manager Events Services Used the software for: 1-2 years ### "LiveFlow is simple and easy!" May 1, 2025 5.0 Easy to use! Makes reporting from Quickbooks a breeze. Non-accounting user friendly! Pros I love how easy it is to pull Quickbook reports into Google Sheets Cons Sometimes when I go to refresh or change a current report LiveFlow glitches and doesn't show the current report Review Source RN Roger N. Accounting Manager Accounting Used the software for: 6-12 months ### "LiveFlow for Real Time Insights" July 3, 2025 5.0 LiveFlow has been an instrumental part of our CFO services. We're able to provide customized dashboards that look very clean. Pros Real time insights and customized dashboards. We use the web-based dashboards for our smaller clients and build custom dashboards in Google Sheets for larger ones. Very helpful tool. Cons At first we had some challenges with the Google Sheets extension but it was resolved quickly by their team. Review Source AK Ali K. Director of Finance Consumer Goods Used the software for: 1-2 years ### "Time Saving Tool!" April 22, 2025 5.0 Overall, really enjoy using LiveFlow. It saves me a ton of time and is super easy and intuitive to use. Pros I really like the seamless integration between google sheets and QBO. This tool saves me time from having to download and upload reports to just clicking one button. Cons If you have a really big excel doc, it can take a while to have your LiveFlow reports refresh. But other than that, no complaints! Review Source JZ Joanna Z. Senior Manager FPA Non-Profit Organization Management Used the software for: Less than 6 months ### "I wish we discover this system earlier - Love it " April 24, 2025 5.0 I'm in the early stages and started with simple reports to show how our financials are created using LiveFlow. We're also planning to add visual dashboards soon. Pros This is a great program that has helped us tremendously in automating many program reports, as well as our monthly financials. We've used other systems before, but nothing compares to LiveFlow. It's so easy and intuitive that working with it feels more like fun than work. Cons I truly have nothing to report for not liking, as I love it. We are planning to use it for visuals and cash flow reporting. Review Source KE Katherine E. CEO Accounting Used the software for: 6-12 months ### "Our Reliable Platform" April 8, 2025 5.0 Overall, LiveFlow has streamlined my financial reporting process, the time and effort it saves for my company is invaluable, for our team as well - it also provides a great reporting accuracy and efficiency, which makes it highly reliable for us. Pros What I love about LiveFlow is how it makes my life easier, the automated connection between QuickBooks and Google Sheets, the data import, and the reports updating helps a lot my business, because it reduces a lot of manual data entry; the user interface is great, it makes it pretty easy to use without requiring too much tech savviness. Cons Honestly, LiveFlow always delivers. I've never had any major issues when using it. Sometimes there might be some glitches, but those are fixed quickly. Review Source WW WREN W. Office Administrator Mechanical or Industrial Engineering Used the software for: 6-12 months ### "Fabulous! Easy to work with!" July 2, 2025 5.0 LiveFlows been a huge help for our team. We used to spend so much time pulling reports manually but now it all updates live in Google Sheets! Took a little time to figure out how to setup the templates right, but support was super helpful. Bit pricey for small teams, but honestly worth it for the time it saves. Def recommend! Pros Easy to set up, incredibly useful. LiveFlow makes reporting and forecasting so much smoother. We no longer export reports manually—everything’s automated and accurate. Cons It works great, but pricing can get high for small teams. Would love to see a more affordable tier in the future. Review Source DS Daanish S. Financial Controler Computer Software Used the software for: 6-12 months ### "Liveflows - efficiency!" July 6, 2025 5.0 Very happy to use Liveflow for our monthly consolidation - it has helped saved so much manual time and effort. The team is always quick to respond to any glitches/issues that may arise (showing their understanding of urgency of month end!). Highly recommend Liveflows if you are still manually consolidating your accounts. Looking forward to see what Liveflows brings in the future as they move into different areas (FP&A/Budgeting) Pros \- Consolidation of monthly accounts at a simple click - Shortcuts to help start the following month - Quick, responsive team Cons \- Limited with Xero compared to Quickbooks. Some areas the Xero integration does not have compared to Quickbooks (the transaction by transaction breakdown etc). Review Source CN Chase N. Controller Construction Used the software for: Less than 6 months ### "Great Tool - LiveFlow" July 2, 2025 5.0 Pros LiveFlow has been great investment for our construction company. The data visualizations and monthly reporting have been the biggest help so far. We used to spend multiple days working on visualizations and now have this in real time. Cons We have not had any issues using the product so far. LiveFlow has acheived what we needed and provided a good baseline. Review Source CF Clara F. Senior Associate Accounting Used the software for: 6-12 months ### "Must Have Tool for Financial Analysis and Reporting" April 9, 2025 5.0 I use LF almost every day. Gone are the days where I am going into my financials and exporting to excel and manually manipulating data just so I can start analyzing. Now I can refresh my LiveFlow file and jump right in! Pros Easy to use / User Friendly Live refreshes to QBO Lives in Excel and Google Sheet Cons No cons! I am excited to see how the product evolves in the future! Review Source JD Jory D. Senior Manager, Finance Internet Used the software for: Less than 6 months ### "Great time saving tool" July 8, 2025 5.0 Pros LiveFlow eliminates manual spreadsheet updates by syncing real-time data from QuickBooks into Google Sheets. This saves hours each month, reduces errors, and gives us faster, cleaner financial reporting. We use it to automate monthly close, consolidate multi-entity financials, and build dashboards that update automatically. Cons The UX could be a bit more modern. I also wish the reports were a bit more customizable. Not much to dislike about a tool that saves me hours every month. Review Source MD Mary D. Volunteer and Program Coordinator Non-Profit Organization Management Used the software for: 6-12 months ### "NOT a Numbers Person ... Until I got LiveFlow!" July 8, 2025 5.0 LiveFlow is easy to use and allows access to detailed information per line item, I don't have to sign into QBO. It's GREAT! Pros I like that it's integrated into googlesheets, that I don't have to log into QBO to see the information. It's all right there!! Cons I am happy with LiveFlow, there's nothing we don't like about the product. It's very useful to our Team! Review Source JT Joah T. Bookkeeper Accounting Used the software for: 1-2 years ### "Effortless Integration with Workpapers" April 8, 2025 5.0 Pros Super convenient—it's easy to drop the report into your workpapers, and you can even update it in real time. Cons In my recent experience, there were times when reports took a while to generate, but the good thing is, when we reported it to their customer service, they were able to fix it right away. Review Source HH Hayley H. Accounting Clerk Media Production Used the software for: 6-12 months ### "LiveFlow has completely transformed how we handle financial reporting" April 8, 2025 5.0 What used to take us days—compiling reports, double-checking numbers, updating spreadsheets—now takes just minutes. The accuracy, the real-time syncing, and the customization options are all top-notch. Pros LiveFlow has not only improved our efficiency but also given us more confidence in our numbers. Cons User experience could be improved so that it is more intuitive to use. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.