Legal
Basic Template
Compatible with
Integrations
Live Data
Template Description
This template connects to QuickBooks Online and visualizes your recurring income and expenses over time in a clean, intuitive dashboard. Perfect for legal accountants and other industries managing recurring payments or bills, it helps you analyze trends, track expiring contracts, and plan for new ones with minimal effort.
Who can this template help?
This template is designed for accountants, financial professionals, and business owners who manage recurring payments or bills. It’s especially valuable for legal accountants working with client contracts, but it can also benefit any industry handling recurring transactions.
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.
