Basic Template

Automated Financial Overview Template for Google Sheets

Automated Financial Overview Template for Google Sheets

Get an overview of fully automated, consolidated Profit & Loss and Balance Sheet reports

Get an overview of fully automated, consolidated Profit & Loss and Balance Sheet reports

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.

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

Create a free website with Framer, the website builder loved by startups, designers and agencies.