LiveFlow

🚀 We are very excited to announce our $13.5 million Series A round, led by Valar Ventures LLC! 🚀 Since we started in 2021, our mission has always been clear: Help businesses manage and understand their finances better. With this new investment, we’re thrilled to continue on our mission to modernize accounting with LiveFlow Next: a game-changing platform designed to help you and your team become a high-growth financial advisory powerhouse! Stay tuned for more details! Read more about our series A and our commitment to the community here: https://lnkd.in/grnpUu8s

Head-to-head financial reporting comparison: airCFO vs. one of our biggest competitors 👀 This 5-minute video shows how airCFO's standard month-end reporting package stands up against a competitor's. The contrasts are eye-opening: ✅ Detailed executive summaries vs. raw QuickBooks reports ✅ Dynamic cash burn analysis vs. basic calculations ✅ Monthly walkthrough with strategic context vs. numbers alone ✅ Automated, formatted data pulls via LiveFlow vs. standard exports At airCFO, we believe founders need more than just raw QBO exports - you need actionable insights to help steer your startup towards growth. Watch to see how we turn financial reporting from a 'check-the-box' exercise into a powerful decision-making tool. If you'd like me to connect to your QBO and populate this workbook with your startup's financial data, drop a comment below!

Join Breakaway Advising founder & COO Michelle Röse for our next installment of The LiveFlow Webinar Series! The crew will dive into building and automating a new & improved end-of-week report that will drive valuable insights for clients and become one of your best revenue-driving tools. Learn to: ✅ Implement techniques for presenting data in a compelling & digestible format ✅ Leverage your new and improved EOW reporting as a strong business development tool ✅ Strategically upsell your clients while showcasing your unique advisory skillset RSVP today! https://lnkd.in/gAYBz4U9

Thank you for the shoutout, Alex Wittenberg! Such a cool package. LiveFlow customers like the team at airCFO leverage our platform to empower clients (we are one of them!) & stakeholders to feel confident in their financial story and decision making. We love to see it! Curious how you can seamlessly build dashboards in seconds and automate your FP&A efforts? Let's chat! https://lnkd.in/gP7SK8_w

Join our webinar this Thursday the 3rd at 12pm EST to launch two new products from the LiveFlow Next Platform: Dashboards and Benchmarking. Transform the way you deliver financial insights to your clients! See how to benchmark against industries & competitors and create fully customizable, scalable dashboards in seconds that visualize key data from QuickBooks or Xero — no formulas needed. In this session, you’ll learn to: ✅ Create custom, mobile-friendly charts & visuals in seconds without any formulas ✅ Generate data insights that help you rank clients, highlight top performers, and swiftly pinpoint those needing extra attention ✅ Easily share fully customized dashboard with clients and stakeholders on desktop AND mobile ✅ Build tailored insights that help you deliver personalized advisory services, comparing clients to their industry and competitors RSVP today! https://lnkd.in/gXDM7ygC

Join CEO of MoneyFit, Beth Melcher and Josh T., Senior Product Manager at LiveFlow for a discussion on taking your advisory to the next level! Beth will guide the audience through effective client onboarding strategies, tactics to extract valuable client insight, and mastering crucial metrics like gross/net margin and leverage. Leave the session with not only valuable insight, but also a custom dashboard for your favorite client! Save your seat now. Spots are limited! https://lnkd.in/gMPVY6rg

Announcing LiveFlow Next! Raising our $13.5 million Series A is a major milestone that allows us to set our sights on revolutionizing the accounting industry. LiveFlow was born to help you automate manual work so you can serve more clients, scale your firm, and deliver higher-value advisory services. So with this new investment, we’re thrilled to announce LiveFlow Next, a game-changing platform designed to help you and your team become a high-growth financial advisory powerhouse: ✅ Create stunning, easy-to-understand financial dashboards—without any formula work! ✅ Produce clear, concise written reports that highlight your clients’ performance and adjust it based on their financial knowledge. ✅ Forecast your clients numbers with accuracy. ✅ Benchmark your clients' performance against industry standards. ✅ Categorize transactions and reconcile accounts effortlessly. Watch now! https://lnkd.in/gyyFDweS

Join us today at 12pm EST for an exclusive webinar and discover how LiveFlow Dashboards can transform the way you deliver financial insights to your clients! See how to create fully customizable, scalable dashboards that visualize key data from QuickBooks or Xero in the plug & play dashboard builder — without the hassle of formulas or technical skills. In this session, you’ll learn to: ✅ Build personalized dashboards for any client, with total flexibility. ✅ Design sleek, professional dashboards that simplify complex data. ✅ Enable anyone on your team to easily create client reports. ✅ Apply dashboards across all clients with a single click. ✅ Stop wasting time with PDFs by freezing dashboards and controlling what your clients see, when they see it. Sign up today! https://lnkd.in/gm9jW5DU

We were honored to participate in Intuit's Developer Growth Program! Getting the chance to implement so much expert insight and feedback from the team at Intuit plays a major role in our never-ending mission to deliver value, quality, and profit to our customers & community! In the words of Anita Koimur, our co-founder & COO: “The value and insight we’ve gained from participating in the program exceeded our expectations!" A very special shoutout and thank you to Judy Vander Sluis and the rest of the Intuit team for all of your effort and support in making the program such a success for us. Hit the link to learn about our full experience!

Join Founder & CEO of Momentum Accounting, Inc., Nikole Mackenzie and Josh T., Senior Product Manager at LiveFlow, to discuss how to revolutionize your advisory practice! Tomorrow the 18th at 1pm EST! In this session you'll: ✅ Discover an actionable framework for you (and your team) to deliver elevated accounting advisory services. ✅ Explore the use of AI combined with the 3 essential report types to work effectively across any industry. ✅ Learn to avoid common pitfalls when rolling out your new advisory offering, ensuring a successful implementation. ✅ Learn how to use LiveFlow during your sales process to position yourself as an expert advisor. ✅ Get ready to transform your financial advisory services and stand out as an industry expert! RSVP now! https://lnkd.in/gg38Ncrt