Case Study: My Finance Spa crushes reporting efficiency with LiveFlow

Crushing Reporting for Content Creators with LiveFlow

My Finance Spa, led by founder and CEO Crystal Chantel, is a full-service accounting firm serving content creators. Before switching to LiveFlow, the firm used Fathom for financial reporting but found it too limited and not customizable enough to create the charts and drill-down views Crystal needed for her clients.

With LiveFlow, My Finance Spa was able to build customized reports directly in Google Sheets through a seamless QuickBooks integration. LiveFlow cut reporting time from about 90 minutes per client to 25 minutes, saving roughly 30 hours per month, while also giving Crystal better support, more flexibility, and a scalable reporting process for future clients.

My Finance Spa

Crystal Chantel

Founder and CEO