LiveFlow Testimonials

“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.”

"We can literally set up a client (with all the reports they will need for as long as they are a client) one time, and we’re finished."