LiveFlow

Automates financial reporting and analysis

Redwood City, California, United States

About LiveFlow

LiveFlow transforms Google Sheets and Excel spreadsheets into real-time financial planning and analysis dashboards. It primarily serves small to medium-sized businesses and accounting firms that use QuickBooks Online for financial management. By integrating with QuickBooks Online, LiveFlow automates the financial reporting process, allowing users to create dashboards that compare budgets to actuals and consolidate data from multiple entities. This reduces the manual effort and time needed for financial reporting. LiveFlow operates on a subscription model, providing clients access to over 100 reporting templates, automatic data refresh, and customizable financial models. Its platform features live data updates and customizable reports, making it user-friendly for businesses aiming to improve their financial reporting and analysis.

Redwood City, CaliforniaHeadquarters
2020Year Founded
$20.7MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
11-50Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Unlimited Paid Time Off
Paid Vacation
Company Equity

Risks

Integration with Xero may increase competition with existing Xero partners.
Expansion into the U.S. market could lead to regulatory compliance challenges.
Reliance on QuickBooks Online poses risks if Intuit changes API policies.

Differentiation

LiveFlow automates financial workflows, reducing manual effort for finance professionals.
It transforms Google Sheets into real-time FP&A dashboards, enhancing productivity.
LiveFlow integrates directly with QuickBooks Online, streamlining financial reporting processes.

Upsides

Integration with AI tools enhances real-time insights and predictive capabilities.
Growing remote work trend increases demand for cloud-based financial solutions.
Open banking APIs allow seamless integration with various financial platforms.

Funding

Total raised$20.67 M
Latest valuation$67.50 M
StageSERIES_A