HRX CPAs Ditches LiveFlow for Coefficient
"I ditched LiveFlow for Coefficient so I can automate financial reporting for 200 clients from multiple QuickBooks and CRMs without breaking the bank."
Hiren Parmar
Owner
The Challenge
Before Coefficient, managing financial reporting for 200 business clients was a constant battle with data.
As the founder of HRX CPA, Hiren Parmar found himself buried in manual work—pulling data from HubSpot, QuickBooks, Pipedrive, and other systems, then wrestling it into spreadsheets for client deliverables.
The firm tried LiveFlow, but it fell short. Connections were capped at 20—far below the 200 clients they served. Reports were limited out of the box. And it only solved the QuickBooks problem, leaving CRM data siloed elsewhere.
Before Coefficient:
- Hours lost pulling & formatting data from multiple systems
- Limited integrations that couldn’t scale with client needs
- Manual Excel jockeying for every custom client report
- Friction & delays getting clients accurate, up-to-date financials
The Solution
HRX CPA implemented Coefficient to unify data from HubSpot, QuickBooks, Pipedrive, and custom APIs—all flowing directly into their spreadsheet templates.
Setup was fast. The team kept using their existing workflows. And suddenly, reporting that took hours happened in minutes.
With Coefficient, the firm now:
- Pulls live data from multiple systems into pre-built templates
- Refreshes reports instantly with a single click before client calls
- Slices and dices data on the fly during live client conversations
- Delivers custom financial packages without manual data entry
- Runs tax planning projections in half the time
The Result
Client reporting time cut by 50%
30+ minutes saved per client, per month (that’s 600+ hours annually across 200 clients)
Team of 5 doing the work of 10 with Coefficient
More time for advisory work instead of data wrangling
Greater confidence and clarity in every client deliverable
HRX CPA is a full-service accounting firm serving 200 small and medium-sized businesses. The firm provides accounting, tax preparation, and CFO advisory services—all with a lean team of five. With clients on different CRMs and accounting systems, HRX CPA needed a solution that could connect everything without requiring a massive team.
“With LiveFlow, I was capped at 20 connections when I had 200 clients. I was constantly switching out seats just to get someone in when I needed them.”
“Coefficient helped us cut reporting time in half. I was able to chop our tax planning projections down – I wasn’t inputting data anymore. I was just downloading things from Coefficient that fed right into my templates.”
“I feel more confident with delivery and understanding where the client is. It’s just a simple refresh, and I can prepare – it cuts my prep time so much.”
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