LiveFlow Testimonials

“LiveFlow levels up your offering. It makes you stand out. You're not fumbling through papers, emailing adjustments, or amending Excel spreadsheets. It just levels up your whole offering and allows you to calm down and be an advisory partner to that client.”

“We created a centralized workbook for each client that we call our data HQ. This workbook is linked to about a half dozen LiveFlow reports. Then, we use that data HQ to produce all the end-state deliverables we present to our clients. ‍ So, by creating that data HQ for each client, we can, with the click of a button, create a full suite of custom value-added reports that allow our team to give clients clear visibility into their financial picture.”