# LiveFlow Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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: https://www.capterra.com/p/237324/LiveFlow/reviews --- 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 March 13th, 2026 # Reviews of LiveFlow Ease of use 4.7 Customer Service 4.8 ## Pros and Cons in Reviews JA Joseph A Manager - CFO ServicesAccounting, 11 - 50 employeesUsed the software for: More than 2 years. “The ability to integrate live data from QuickBooks into our financial models is a game changer for real-time financial reporting and high-fidelity forecasting.“ May 1, 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 FG Fernando G CIONon-Profit Organization Management, 11 - 50 employeesUsed the software for: 6-12 months. “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.“ May 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 HR Hanna R Onboarding ManagerAccounting, 11 - 50 employeesUsed the software for: More than 2 years. “How much time it saves our firm every month, we used to have to manually pull numbers for 100+ clients and now we save all that time because of Liveflow“ July 3, 2025 PH Paul H PrincipalAccounting, Self-employedUsed the software for: More than 2 years. “There is a small glitch with google which means there are times when you have to log out of all google accounts before getting Liveflow to work.“ September 10, 2024 JW John W Accounting ManagerAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “Without exaggerating, this software saves me literally work \*days\* per month in downloading and editing reports from QBO to Excel and Sheets.“ May 1, 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 ## 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 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 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 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 DB Danielle B. General Ledger Accountant Individual & Family Services Used the software for: 1-2 years ### "Love for LiveFlow" April 8, 2025 5.0 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. Pros The support service provided by LiveFlow is outstanding! When we have had any questions or concerns, LiveFlow support has been incredibly prompt and direct. There are not intermediate steps needed to receive help or support. Cons The auto-refresh parameters are a bit confusing as it allows overall auto-refresh to be disabled, but still retains a toggle option for separate reports to be enabled for auto-refresh. Review Source CV Colin V. CEO Accounting Used the software for: 2+ years ### "Most Customizable Reporting Tool" April 21, 2025 5.0 My overall experience with LiveFlow has been very positive. My clients love it, the onboarding is easy, the connection to QuickBooks is fast and accurate, and the flexibility is amazing. Pros It integrates real-time data from QuickBooks into LiveFlow and allows you to customize your reports to be exactly what you want. Cons The custom reporting set up can be time-consuming for each new client. Review Source KJ Kenneth J. Senior Accountant Accounting Used the software for: 1-2 years ### "Liveflow is the way" April 8, 2025 5.0 Liveflow makes our lives so much easier with reporting and reconciliations. Pros I like liveflow since it allows us accountants to do our tasks such as reconciliations, matching of accounts and transactions, and accounting analysis, real-time. The features that allow us to add reports, manage reports, and refresh them as soon as we make changes in Quickbooks is a real game changer! Cons I do not have any real issues when it comes to liveflow. Maybe if we can have any formatting that we can apply to the reports, that would be helpful! Review Source JD Jaymin D. Senior Accountant Accounting Used the software for: 6-12 months ### "A Game-Changer for Financial Reporting, With Room for Smoother Onboarding" May 6, 2025 5.0 Pros LiveFlow's real-time integration with Google Sheets is incredibly powerful. I loved how seamlessly it pulls live data from accounting platforms like QuickBooks, saving hours of manual updates and reducing errors. The automation of financial reporting was especially impressive — it made complex workflows simple and efficient. Cons While LiveFlow is powerful, I found the initial setup and configuration slightly complex, especially for users who aren’t very familiar with Google Sheets formulas or automation tools. Additionally, some advanced customization features could be more user-friendly or better documented Review Source KU Kristen U. CFO Accounting Used the software for: 1-2 years ### "LiveFlow has saved me (and my Firm) hundreds of hours!" April 24, 2025 5.0 LiveFlow is super easy to set up, reporting and dashboards are slick and customizable. Their customer services is super helpful! Pros LiveFlows ability to consolidate multiple QBO accounts is unmatched! Cons The set up can take some time but well worth it! 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 HS Habiba S. Accounts Manager Accounting Used the software for: 6-12 months ### "Accounts Manager" April 8, 2025 5.0 I enjoy working with LiveFlow and adding my comments making it easy for my team members to follow and reconcile accounts Pros I like creating month close reconciliations via QBO Cons It is not working perfectly for syncing it to xero Review Source MM Maverick M. Engineering Analyst Oil & Energy Used the software for: 6-12 months ### "LiveFlow - Clean and Easy" April 8, 2025 5.0 LiveFlow really helped me cut down on manual work. Instead of exporting reports from QuickBooks and copying them into spreadsheets, the data just synced straight into Google Sheets. The real-time auto-refresh meant I didn’t have to constantly update things—everything stayed current automatically. Pros Ease of use, very easy to create visuals for others to see. Cons 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. Review Source RG Roland G. Chief Financial Officer Computer Hardware Used the software for: Less than 6 months ### "Exactly What Modern CFOs Need" May 8, 2025 5.0 LiveFlow has been a massive time-saver for our finance team. It's taken reporting from a manual, error-prone process to something that's live, reliable, and easy to work with. The ability to build custom dashboards and run flexible forecasts has helped us move faster and make better decisions. Even with a few small areas for improvement, it's one of the best tools we've added to our stack. Pros The live connection to Xero and Google Sheets is a game-changer — no more manual exports or stale data. I also love the built-in forecasting features, especially how easily you can model both fixed and variable costs. It makes reporting, scenario planning, and board prep so much faster and more accurate. Cons I wish there was a built-in cash flow statement template. Right now, you have to build it manually from the data, which takes a bit of extra setup time. 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 AB Austin B. Controller Division Manager Accounting Used the software for: Less than 6 months ### "LiveFlow Review" April 24, 2025 5.0 It has been great! Like I said, the support function from them has been great to have. Pros The integration makes updating and modeling key financial data a breeze. The support of LiveFlows staff is also great! Cons Not a fan of the drill down function in excel that wants to pop up a new web browser tab each time 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 RB Rodino B. Accounting Manager Accounting Used the software for: Less than 6 months ### "LiveFlow review" May 7, 2025 5.0 Overall, I'd highly recommend this to anyone trying to streamline processes. Pros The biggest pro in my opinion is the ability to bring in QBO date at the click of a button. This saves a tremendous amount of time from having to go into QBO and pull an updated reports. Cons Sometimes there can be sync errors/issues with the API. Doesn't happen often. 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 FB Faith B. Owner Accounting Used the software for: Less than 6 months ### "LiveFlow for Efficient Workflows" April 9, 2025 5.0 LiveFlow has saved my team ample time generally dedicated to pulling months' reports. Now, they live in one place and are auto-updated. Genius!! Pros The real-time reporting from one link/report. Cons I have not run into anything that I would consider a con. 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