Case Study: Nelo Streamlines Financial Consolidation with LiveFlow

Nelo - Customer Case Study

Nelo, a fast-growing financial services company operating in Mexico and the US, needed a better way to produce consolidated financials across entities and currencies. Head of Accounting Roberto Carroz was relying on outsourced accounting and manual processes, but reporting was slow, error-prone, and too time-consuming for the pace of the business. LiveFlow provided the product used to simplify this financial consolidation challenge.

Working closely with the LiveFlow team, Nelo built a customized dashboard connected to QuickBooks Online that automatically consolidated its financial statements. The results were immediate: what once took three days with an outsourced team could now be completed in a 15-minute work session, saving days each month and improving accuracy and timeliness. Roberto said he would recommend LiveFlow as a reliable, affordable solution with strong support.

Nelo

Roberto Carroz

Head of Accounting