Connect every client’s QuickBooks file once and run reporting, close and corrections from one place, with you approving what reaches each ledger.
One place for every client
Every client file, from one AI agent.
Use cases
Your whole firm, multiplied by AI.
Client reporting in minutes
Build one report package and roll it out to every client. Live QuickBooks data flows into Excel or Google Sheets, so the tenth report takes as long as the first.
LIVE SYNC · TEMPLATES
Every client from your AI agent
Ask Claude, ChatGPT or Copilot about any client’s books, or across all of them at once, without logging in and out of QuickBooks.
LIVEFLOW MCP
Month-end close from a chat
Post accruals, fix miscoded transactions and upload bills for any client straight from your AI agent. Nobody needs to open QuickBooks.
QUICKBOOKS TWO-WAY SYNC
Approvals for staff and clients
Let bookkeepers, AI agents and even clients suggest changes. As the partner or controller, you approve what actually reaches each ledger.
APPROVAL LAYER
Live dashboards for clients
Give every client a live dashboard of their numbers. They see what they need without a QuickBooks login or a monthly PDF.
DASHBOARDS
Consolidation and advisory
Roll up multi-entity clients, run budgets with their department heads and spend your time on the advisory work clients pay more for.
CONSOLIDATION · FINANCEIQ
Month-end, per client
Client reports on day 1, not day 12.
The old way
Ready day 12
Day 1
Export CSVs from each QuickBooks file
Day 4
Paste and reformat into templates
Day 7
Fix broken formulas
Day 10
Review and send, one client at a time
With LiveFlow
Ready day 1
✓
No exporting or pasting. QuickBooks data flows straight into your reports.
✓
The same report for every client. Build once, roll out to all.
✓
Every client at once, from your spreadsheet or your AI agent.
✓
Days back for analysis and advisory work.
Customer stories
Grow the client list, not the team.
All customer stories →
Flux Accounting
Accounting firm · 100+ grocery clients
Chase Vowell
Owner & Chief Accountant, Flux Accounting
Read the story →
<2 min
per client report, down from 15+
2+ days
saved across clients every month
3 days
to deliver reports, not 3–5 weeks
INTEGRATED ACCOUNTING ADVISORS · CONSOLIDATION
“I would much rather be in LiveFlow than G-Accon.”
Tim Harrison
President
Read the story →
INTEGRATED ACCOUNTING ADVISORS · REPORTING
“LiveFlow, I think, was easier to use.”
Robert Keller
Tax Manager
Read the story →
300+ verified reviews on G2
What CPAs and CAS firms say.
Read all reviews on G2 →
★★★★★
Game Changer for CAS firms
“…allowed my team more time to focus on advisory services and supporting our clients.”
Liz S. · CEO · Small business
★★★★★
Best Reporting Tool
“I love the customizable reports. This has been a huge value-add for my clients…”
Colin V. · Certified Public Accountant
★★★★★
Game Changer
“…a very intuitive interface that allows us and our clients to establish spreadsheets that stay updated…”
Scott M. · CPA, Business Advisor · Mid-market
★★★★★
Instant QuickBooks Sync Transforms Reporting Workflow
“Our ability to make adjustments in Quickbooks and immediately refresh the reports to show the change is amazing.”
Mike S. · Client Manager
★★★★★
Seamless QBO Integration for Effortless Client Reporting
“I like LiveFlow’s ability to integrate with QuickBooks Online and Google Sheets.”
Chad R. · Small business
★★★★★
Saves so much time!
“…has cut my time doing that in half by having all my formulas already created…”
JaRelle B. · Accounting Controller
Add clients, not headcount.
See how firms use LiveFlow to report, close and update every client’s QuickBooks file from one place and their AI agent.
Book a Demo
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Works with QuickBooks Online, Excel, Google Sheets and every major AI agent