SaaS & Tech
Basic Template
Compatible with
Integrations
Live Data
Template Description
The Flash Financial Overview Template offers a quick snapshot of a company's financial status, ideal for making fast, informed decisions. It covers key metrics such as cash flow, profitability, and expenses. Designed for compatibility with Google Sheets and Excel, it can be used on its own or enhanced with LiveFlow for automatic updates from QuickBooks Online, keeping the financial overview current with minimal effort.
Key features
Offers a quick snapshot of a company’s financial health, including key metrics and performance indicators
Supports rapid decision-making with easy-to-understand financial summaries
Ideal for presenting high-level financial overviews to stakeholders or during meetings
Who can this template help?
Fractional CFOs and finance professionals in startups and SMBs
Use cases
Provides a quick, comprehensive financial health check, ideal for fast-paced environments where time is of the essence.
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.
