Case Study: Finalis Saves Time on Monthly Financial Consolidation with LiveFlow

Finalis - Customer Case Study

Finalis, a fast-growing securities brokerage platform based in San Francisco and New York City, needed a more reliable way to handle month-end financial consolidation. Their finance team was using QuickBooks Online, Google Sheets, Airtable, Stripe, and other tools, but their previous consolidation process didn’t update in real time, making it difficult to access up-to-date financial data quickly when investors requested statements.

Finalis chose LiveFlow, a financial consolidation automation tool that integrates with QuickBooks Online, to streamline reporting and keep data current. With LiveFlow, the team can build reports once and then refresh them as needed, only adding new accounts when they appear in QBO. The result has been significant time savings, more trustworthy up-to-date data, and improved flexibility for building and scaling reports. Finalis gave LiveFlow a 10/10 score and praised its customer support.

Finalis