Basic Template
Compatible with
Integrations
Live Data
Template Description
Designed to help finance teams and accountants categorize uncategorized transactions, this template simplifies bookkeeping and ensures accurate financial records. Compatible with Google Sheets and Excel, it streamlines the organization of financial data. Though it operates effectively on its own, integrating with LiveFlow allows for automated updates from QuickBooks Online, ensuring that all transactions are up to date and correctly categorized.
Who can this template help?
Accountants in SMBs and freelance finance professionals managing client accounts
Use cases
Streamlines the organization of uncategorized transactions, improving the accuracy of financial reports and tax filings.
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.