From number cruncher to strategic partner.
Your clients want insights, not just balanced books. Liquid automates your reporting and forecasts. Spend less time in Excel and more time on the conversation that truly matters: the future of your client's business.
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The 'Compliance' pitfall
Look Back
You're discussing quarterly results as if they're ancient history. The business owner is asking: "Can I invest?", but your reporting is stuck looking in the rearview mirror.
Unprofitable advice
You want to advise proactively, but building a custom cash flow forecast in Excel takes too many hours to bill profitably.
Price Pressure
Customers view accounting as a 'commodity' and complain about the invoice, because they don't feel the direct value of the bookkeeping work.
Scalable Advisory
Proactive insights
Spot liquidity shortfalls months in advance with Rolling Forecast. Call your customer before the problem even arises.
Automation
Liquid generates forecasts, P&L statements, and consolidations automatically. You focus on interpretation and strategy.
Virtual CFO
Deliver high-quality CFO services (such as scenario planning and cash flow management) at a price point that's affordable for SMEs and profitable for you.
Finally make your advisory role concrete.
Everyone in the accounting industry is saying it: "We need to shift to advisory work." Liquid makes this a practical reality. Instead of wasting hours processing data, start analyzing immediately. Use Liquid to run scenarios with your client, substantiate financing applications, and steer their growth. Become the business partner you've always wanted to be.
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The complete toolkit for your advisory work
Discover our solutions that help you move from compliance to proactive advisory:
What our customers say
“Our clients want to understand what’s happening, without the fuss. Liquid helps them do that.”
— Chris Schulte, Business consultant - Flanc
Ready to upgrade your advisory services?
Stop spending hours in Excel. Start delivering real-time insights and high-quality advice today.
Financial advisor or Accountant? Good to know:
Yes. Liquid has a dedicated environment for advisors. You can easily switch between different client administrations without having to log in again each time. This allows you to keep an overview of your entire portfolio.
Absolutely. For clients with multiple entities, Liquid is a game-changer. You consolidate figures with a single click, including automatic eliminations. This saves you days of manual work during monthly or quarterly reporting.
That is exactly the intention. You can give the business owner 'viewing rights' (or more). This way, you share a single source of truth: you manage the setup and periodic reviews, while the business owner has 24/7 insight into their cash flow and performance.
Where traditional tools are strong at presenting historical figures (annual accounts/quarterly reports), Liquid excels in the future (forecasts, cash flow, and scenarios). Liquid isn't a static 'backward-looking tool', but a dynamic instrument to steer the business.