Basic Template
Compatible with
Integrations
Live Data
Template Description
This live dashboard offers real-time accounts receivable management, allowing businesses to monitor outstanding invoices and customer payment trends closely. Compatible with Google Sheets and Excel, it supports proactive A/R management. Integration with LiveFlow elevates its functionality, providing live financial data updates from QuickBooks Online for always-current A/R insights.
Who can this template help?
Accountants and finance professionals in B2B companies
Use cases
Offers a detailed overview of accounts receivable by customer, enabling businesses to manage cash flow effectively and maintain strong customer relationships through proactive account management.
Get Started in 3 Simple Steps
01
Request Access
Book a demo to unlock your Consolidation Benchmarking Template.
02
Connect LiveFlow
Sync your QuickBooks, Xero, or ERP data directly into Excel or Google Sheets.
03
Customize It
Adjust the template to your exact reporting needs without breaking formulas.
