Basic Template
Compatible with
Integrations
Live Data
Template Description
This template enables businesses to meticulously track invoices, monitor payment statuses, and manage receivables effectively. Compatible with Google Sheets and Excel, it's essential for maintaining healthy cash flows. Utilizing LiveFlow integration, the template can automatically update with the latest invoicing data from QuickBooks Online, offering a real-time overview of accounts receivable and enhancing financial management.
Who can this template help?
Finance teams in service-based businesses focusing on improving receivables management
Use cases
Streamlines invoice tracking from issuance to payment, crucial for managing cash flow and enhancing customer payment follow-ups in businesses with high invoice volumes.
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.
