Basic Template
Compatible with
Integrations
Live Data
Template Description
This template enables detailed tracking and analysis of department-specific budgets and profit & loss statements, fostering accountability and financial optimization. With Google Sheets and Excel compatibility, it's adaptable to various organizational structures. Using it with LiveFlow enhances its utility by automating data synchronization with QuickBooks Online, providing a clear view of financial performance by department.
Who can this template help?
Controllers and finance teams in investment firms and holding companies
Use cases
Facilitates month-over-month tracking of balance sheet growth, aiding in the assessment of financial health and asset management effectiveness.
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.