

We go into QuickBooks, so you never have to.
A walkthrough of how LiveFlow fits into your QuickBooks reporting, with answers to your questions.
What you’ll see
Live QuickBooks data in Excel and Sheets
Pull any report into your workbook and keep it synced. No exports.
Ask Claude, ChatGPT or Grok
Pull any QuickBooks number into your AI assistant with the LiveFlow MCP.
Consolidation, dashboards and budgets
Roll up multiple QBO files and share live dashboards.
How firms get days back each month
See the month-end workflow other accounting firms and finance teams use.
“LiveFlow has been a game changer for my company and clients. It’s impressive for multi-entity reporting, providing ease and access to information, and automating workflows.”

Rebecca E. · CEO · Verified review on G2


We go into QuickBooks, so you never have to.
A walkthrough of how LiveFlow fits into your QuickBooks reporting, with answers to your questions.
What you’ll see
Live QuickBooks data in Excel and Sheets
Pull any report into your workbook and keep it synced. No exports.
Ask Claude, ChatGPT or Grok
Pull any QuickBooks number into your AI assistant with the LiveFlow MCP.
Consolidation, dashboards and budgets
Roll up multiple QBO files and share live dashboards.
How firms get days back each month
See the month-end workflow other accounting firms and finance teams use.
“LiveFlow has been a game changer for my company and clients. It’s impressive for multi-entity reporting, providing ease and access to information, and automating workflows.”

Rebecca E. · CEO · Verified review on G2
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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.