🛠 Create your core set of templates, customized to your goals. 👬👬 Duplicate to serve multiple teams and clients. 💪 Empower your teams and level up your client offering with live dashboards. 😍 Save 2 days a month of financial reporting with 5 clicks.
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Finally, someone did all the hard work for me and I can just plug in my data:) As a business owner, I've been looking for something like this for ages. Thanks for your great work LiveFlow team!
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@alinaverbenchuk Hopefully we've turned all those hours into a handful of clicks Alina!
Amazing solution. I have been looking for something like this for years. My life will be much easier now. Thank you!
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@mikhail_roskin Thanks Mikhail, hopefully it will allow you to focus on building your business!
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I was an early adopter of LiveFlow. Here's why:
Me before LF:
✔️QB>Client>Download Report1 in Excel>copy/paste analytics overlay>adjust analytics because links break>review>Make adjustments in QB>Download PDF "final" report.
✔️Repeat above 4 more times for 4 different reports (for "average" clients - with some we have 8 different reports).
✔️Download and send "finals" to client.
✔️Client requests changes.
✔️Changes made>download "revised" financials>send to client.
We have over 70 clients, and there are only two of us in the company, so you can imagine...
Now:
⬆️Build a standard set of reports in LF for one client. Save as "template".
⬆️Apply template to each client.
⬆️⬆️⬆️Done for the year. The YEAR! (I wish I could type this louder.)⬆️⬆️⬆️
Reports are sitting in my client's Google folders, happily updating every hour. My clients can look at them whenever they want, make comments, answer comments, etc. All the analytics are built in. All the analysis is done.
LiveFlow is a powerhouse for our "back end". We are saving at LEAST two full days each month because of using LF.
(And not for nothing, but the support is off the charts.)
However many stars are available, I click them all. LiveFlow is invaluable to our small bookkeeping firm.
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@michael_alliman Thanks for all the help over the last 12 months, for giving us feedback as we've developed our product and for the great feedback on your experience to date. Looking forward to seeing what you achieve over the next 12 months!
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@zacgarton1 It's been a fantastic experience working with the Liveflowians! Thanks for what you're doing!
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