Reporting & Customization

Reports the way you want them

Stop rebuilding the same reports every month. Flow delivers flexible, GAAP-compliant reporting across every entity.

Income Statement

Income Statement

Income Statement

Q1 2025

Q1 2025

Q1 2025

Monthly View

Monthly View

Monthly View

vs Prior Period

vs Prior Period

vs Prior Period

Account

Account

Account

Current

Current

Current

Previous

Previous

Previous

Change

Change

Change

Revenue

Revenue

Revenue

$2,340,000

$2,340,000

$2,340,000

$2,180,000

$2,180,000

$2,180,000

7.3%

7.3%

7.3%

Cost of Sales

Cost of Sales

Cost of Sales

$872,000

$872,000

$872,000

$1,036,000

$1,036,000

$1,036,000

-15.83%

-15.83%

-15.83%

Gross Profit

Gross Profit

Gross Profit

$1,404,000

$1,404,000

$1,404,000

$1,358,000

$1,358,000

$1,358,000

3.39%

3.39%

3.39%

Operating Expenses

Operating Expenses

Operating Expenses

$561,600

$561,600

$561,600

$523,200

$523,200

$523,200

0%

0%

0%

Net Income

Net Income

Net Income

$880,800

$880,800

$880,800

$784,800

$784,800

$784,800

12.24%

12.24%

12.24%

Customize View

Customize View

Customize View

Filter

Filter

Filter

Clear all

Clear all

Clear all

Date

Date

Date

Dept: Marketing

Dept: Marketing

Dept: Marketing

Vendor

Vendor

Vendor

Show Columns

Show Columns

Show Columns

Variance %

Variance %

Variance %

Prior Period

Prior Period

Prior Period

Budget

Budget

Budget

Group By

Group By

Group By

Category

Category

Category

Account Type

Account Type

Account Type

Reset

Reset

Reset

Apply

Apply

Apply

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Flexible reporting

Report on anything, any way you want

Filter by custom tags, vendors, entities, whatever matters to your business. Ask Flow for the view you want and it assembles it from live ledger data. You stay in control of every layout, column, and grouping.

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Consolidated reports

Consolidated by default

Select your entities and the P&L, balance sheet, and cash flow assemble from live ledger data, with GAAP-compliant layouts and variance analysis included. Harmonized accounts, intercompany matching, eliminations, and multi-currency translation are handled in the background as transactions land. The report is ready when you are.

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Share Reports

Share reports your way

Build reports and share them with anyone. Need more flexibility? Sync to Excel or Google Sheets and keep customizing with data that stays live.

Open in Excel

Open in Excel

Agentic reporting

Talk to your financial data

Most finance teams build the same five reports every month, with small variations whenever someone asks a new question. Flow turns the question into the report. Ask for Q3 revenue by region, AR over ninety days by customer, or marketing spend across entities last quarter, and the view assembles from live ledger data.

Flow can be the historian and soothsayer by capturing the metrics that create the financial results.

Tommy Morton

Go Forth Pest Control

Flow can be the historian and soothsayer by capturing the metrics that create the financial results.

Tommy Morton

Go Forth Pest Control

Flow can be the historian and soothsayer by capturing the metrics that create the financial results.

Tommy Morton

Go Forth Pest Control

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.

LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorized payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.

© LiveFlow. All rights reserved.