Basic Template
Compatible with
Integrations
Live Data
Template Description
Crafted for high-level financial reporting, this template delivers an executive summary of a company's financial status, highlighting key metrics and insights for stakeholders. Compatible with Google Sheets and Excel, it is ideal for board meetings and investor updates. The integration with LiveFlow ensures that the executive summary is continually refreshed with the latest financial data from QuickBooks Online, keeping stakeholders informed with up-to-date information.
Who can this template help?
Executives and finance leaders in all sectors
Use cases
Creates an executive summary of financial performance for high-level reviews.
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.