Professional Services

Basic Template

Monthly Client Reporting Dashboard

Monthly Client Reporting Dashboard

Dashboard showing an overview of financials, budgets and actuals, along with built in logic for calculating owner's pay and taxes.

Dashboard showing an overview of financials, budgets and actuals, along with built in logic for calculating owner's pay and taxes.

Compatible with

Integrations

Live Data

Template Description

This template enables the efficient preparation of monthly financial reports for clients, showcasing financial performance, trends, and key metrics. Designed for use with Google Sheets and Excel, it's essential for accountants and financial advisors seeking to provide value-added services. Integration with LiveFlow ensures that the template is always populated with the latest financial data from QuickBooks Online, facilitating consistent and valuable client reporting.

Who can this template help?

Finance departments and service providers requiring regular client communication

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.

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

The #1 platform for
multi-entity finance

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