Does LiveFlow work with Microsoft Excel?

Last updated: March 9, 2026

Yes. The LiveFlow Excel Add-in allows you to connect your accounting data directly to Excel so you can build dynamic financial reports that refresh automatically.

Follow the steps below to install LiveFlow in Microsoft Excel.

Step 1: Open Microsoft Excel

Start by opening Microsoft Excel on your computer.

You can open:

  • A new workbook, or

  • An existing Excel file

Step 2: Go to the Insert Tab

At the top of Excel, click the Insert tab in the ribbon.

From the Insert menu, select:

Get Add-ins

This will open the Microsoft Office Add-ins store.

Step 3: Search for LiveFlow

In the add-ins store search bar, type:

LiveFlow

Locate the LiveFlow Add-in in the results.

Step 4: Install the Add-in

Click Add to install the LiveFlow add-in.

Excel will install the extension and add LiveFlow to your workbook.

Step 5: Open the LiveFlow Add-in

After installation:

  1. Go to the Home tab in Excel.

  2. Click LiveFlow in the ribbon.

  3. The LiveFlow sidebar will open on the right side of Excel.

Step 6: Log In to Your LiveFlow Account

When the sidebar opens:

  1. Click Log In

  2. Sign in using your LiveFlow account credentials

Once logged in, you will be able to connect your accounting data and start building LiveFlow reports in Excel.

Troubleshooting Installation Issues

If you do not see the LiveFlow add-in:

  • Make sure you are using a supported version of Microsoft Excel

  • Check that Office Add-ins are enabled in your Excel environment

  • Restart Excel and try installing again

If you continue to experience issues installing the add-in, please contact LiveFlow support through the chat widget and include a screenshot of the error.