Professional Services
Basic Template
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
Use cases
Facilitates the generation of monthly financial reports for clients, supporting consistent and transparent financial communication and enhancing client relationships.
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.