Basic Template

Monthly Balance Sheet Growth Tracker for Google Sheets & Excel

Monthly Balance Sheet Growth Tracker for Google Sheets & Excel

Get a live overview of your Balance Sheet and compare how you are growing every month with our built in month-on-month comparison model

Get a live overview of your Balance Sheet and compare how you are growing every month with our built in month-on-month comparison model

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.

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

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