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LiveFlow
Pulls live QuickBooks Online data into Excel and Google Sheets templates, consolidations and client dashboards for accounting firms.
| What the AI does | LiveFlow MCP connects QuickBooks Online reports, balances and transactions to AI assistants (Claude, ChatGPT, Grok); AI agents that push data into QuickBooks 'releasing soon' |
|---|---|
| Who it serves | Small CPA firms, CAS practices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Small firm, Mid-size firm |
| Category | Advisory, Forecasting & Cash-Flow Reporting |
| Works with | QuickBooks Online, Excel, Google Sheets, Ramp, Xero |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
LiveFlow is listed as a fit for small and mid-size firms, and the vendor names small CPA firms and CAS practices on its own site. The job it gets hired for: turning client books into reports, forecasts and advice the firm can charge for.
What it costs
LiveFlow is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
LiveFlow pulls live QuickBooks Online data into Excel and Google Sheets templates, consolidations and client dashboards, and bills itself as live QuickBooks reporting for accounting firms. The LiveFlow MCP connects those reports, balances and transactions to Claude, ChatGPT or Grok so you can ask questions of a client's books, with agents that write back to QuickBooks announced as releasing soon. Pricing is tailored on a demo, support promises a 30-second response seven days a week, and SOC 2 Type II is on the trust page.
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