Basic Template
Compatible with
Integrations
Live Data
Template Description
This template automates the generation of a financial overview, providing instant access to critical financial metrics and trends. Designed to work with Google Sheets and Excel, it's a powerful tool for quick financial health assessments. By integrating with LiveFlow, the template can automatically update with the latest financial data from QuickBooks Online, offering a continually accurate and comprehensive financial snapshot.
Who can this template help?
Fractional CFOs and finance teams in startups and growth-stage companies
Use cases
Automates the generation of financial overviews, streamlining reporting processes.
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.