Liquid is a financial analytics platform that automates real-time reporting, cash flow forecasting, and dashboard creation by integrating with existing accounting software. It eliminates the inefficiencies of manual data entry and complex spreadsheets, providing businesses with immediate insights and accurate financial projections.
Funding
Funding not disclosed
Founders
Product
Problem
Many businesses rely on manual data entry and complex spreadsheets for financial reporting and forecasting, which is time-consuming and prone to errors. This makes it difficult to gain timely insights into financial performance and accurately predict future cash flow.
Solution
Liquid is a financial analytics platform that automates real-time reporting, cash flow forecasting, and dashboard creation by integrating with existing accounting software. The platform connects directly to bookkeeping, payroll, and spreadsheet data sources to provide a consolidated view of a company's financial health. Liquid offers real-time dashboards, profit and loss statements, balance sheets, and detailed cash flow analytics. Its forecasting features enable users to build financial plans for the short and long term, incorporating revenue, personnel, and financing modules. The platform also supports rolling forecasts, budget versus actual analysis, and consolidation of multiple entities.
Target Audience
Liquid is designed for startups and small to medium-sized businesses (SMBs), as well as accountants, CFOs, and financial advisors who need to provide clients with real-time financial insights and forecasting capabilities.
Features
- Real-time dashboards and KPIs for immediate insight into financial health
- Automated generation of profit and loss, cash flow, and balance sheet reports
- Detailed cash flow analytics to understand cash inflows and outflows
- Forecasting modules for revenue, personnel, and financing planning
- Scenario planning to model different business outcomes
- Budget versus actual analysis to track performance against targets
- Consolidation capabilities for businesses with multiple entities
- Integrations with popular accounting software such as Twinfield and Exact Online
- Compatibility with Microsoft Excel and audit files for data import
- Automated report generation for consistent and error-free reporting