Case Study: airCFO streamlines financial reporting with LiveFlow

airCFO - Customer Case Study

airCFO, a finance, accounting, tax, and HR services firm supporting 200+ venture-backed startups, struggled with a cumbersome month-end reporting workflow. Before using LiveFlow, the team manually exported data from QuickBooks, moved it into Google Sheets, and updated multiple client deliverables by hand, which was time-consuming and increased the risk of errors.

LiveFlow automated the transfer of data from QuickBooks Online into customizable spreadsheet dashboards, enabling airCFO to build a centralized “data HQ” workbook for each client. This streamlined reporting and let the team generate a full suite of custom reports with a few clicks, saving about an hour per client per month—more than 8 full days of time across their monthly reporting workload—while improving accuracy and consistency.

airCFO

Alex Wittenberg

Chief Executive Officer