Basic Template
Compatible with
Integrations
Live Data
Template Description
Designed to simplify financial reporting to clients, this template ensures clear, concise, and comprehensive financial statements. With compatibility for Google Sheets and Excel, it supports diverse operational needs. Integrating with LiveFlow not only streamlines the reporting process but also ensures the data is continuously updated from QuickBooks Online, enhancing client trust and satisfaction.
Who can this template help?
Accountants and finance teams in service-based businesses, such as marketing agencies
Use cases
Streamlines the creation of detailed financial reports for clients, enhancing transparency and trust.
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.