Products
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Live Sync
Your workbooks, always live.
Accounting firms and finance teams live in spreadsheets. LiveFlow syncs every QuickBooks and Xero entity into Excel and Google Sheets, so your models stay current without exports or broken formulas.
Works inside
X
Microsoft Excel
S
Google Sheets
with QuickBooks and Xero data
★★★★★
North America’s #1 platform for strategic, multi-entity finance teams
01 · Sync
Set it and forget it.
No more weekend scrambling or rushed reports. Sync once and LiveFlow keeps every model up to date, on a schedule or the moment you open the file.
✓
Refresh on open, hourly or daily
✓
Every client workbook from one place
✓
No CSV exports, ever again
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02 · Adapt
New GL accounts? Already handled.
Your chart of accounts is dynamic, and so is LiveFlow. When a client adds an account in QuickBooks or Xero, it lands in the right section of your model with zero exports or broken formulas.
✓
New accounts slot in automatically
✓
Your formulas and formatting survive
✓
Insert your own rows, notes and subtotals
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03 · Report
Any report, inside the model you already have.
Pull a P&L, balance sheet, cash flow or budget vs actuals into any tab from the LiveFlow sidebar. Pick the company, the dates and the layout. Your formatting stays yours.
✓
Same add-in in Excel and Google Sheets
✓
Multiple companies in one workbook
✓
Budget vs actuals with your own budget
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04 · Share
Democratize data. Keep control.
Let teams, boards and clients see financials in Excel or Google Sheets without touching your accounting system. Access stays secure and insights keep flowing.
✓
No QuickBooks or Xero seats needed
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Share by entity, report or department
✓
Clients always see current numbers
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If you love Excel or Google Sheets, you’ll love LiveFlow in them.
Live Sync is the backbone of LiveFlow. Consolidation, dashboards and budgets all land in the workbooks your team already trusts.
Excel and Google Sheets
One add-in experience in both.
QuickBooks and Xero
Every entity, side by side or consolidated.
Built for firms
Hundreds of client workbooks, one place.
Secure by design
Read-only access, no ERP seats to share.
Customer story
“LiveFlow saves us 3 days every month on consolidation.”
RC
Roberto Carroz
Co-Founder, Beyond Group
Make every workbook live.
Bring the spreadsheet you rebuild every month. In 30 minutes we’ll connect it to QuickBooks or Xero and keep it current for good.
Book a Demo
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Works with Microsoft Excel · Google Sheets · QuickBooks Online · Xero