Advisory & Accountants

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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Trusted by hundreds of Dutch companies

The 'Compliance' trap

Looking back: You discuss quarterly figures when they're already old news. The business owner wants to know: "Can I invest?", but your report only looks in the rearview mirror.

Unprofitable advisory: You want to offer proactive advice, but building a custom liquidity forecast in Excel takes too many hours to bill profitably.

Price pressure: Clients view administration as a 'commodity' and complain about the invoice, because they don't perceive the direct value of your bookkeeping work.

Scalable Advice

Proactive insights: With Rolling Forecasts, you identify liquidity shortages months in advance. You call the client before the problem arises.

Automation: Liquid automatically generates forecasts, the P&L, and consolidation. You focus on interpretation and strategy.

Virtual CFO: Offer high-quality CFO services (such as scenario planning and cash flow management) at a rate that is affordable for SMEs and profitable for you.

Liquid for Financial Advisors & Accountants

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.

Solutions

The complete toolkit for your advisory work

Discover our solutions that help you move from compliance to proactive advisory:

Planning

Budgeting & Forecasting

Replace static spreadsheets with a driver-based model. Collaborate on a single version, eliminate version control, and create real-time rolling forecasts.

Insights

Reporting & Analysis

Stop manual data entry. Close the month in hours instead of days and share interactive dashboards with drill-down to the invoice level.

Liquidity

Cash Flow & Scenarios

Avoid surprises. Instantly see the impact of assumptions on your runway and plan ahead with flexible 'what-if' scenarios (best/base/worst case).

Multi-entity

Consolidation

Consolidate multiple entities with a single click. Liquid automates eliminations for error-free, real-time group reporting.

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

Read the case study

Ready to upgrade your advisory services?

Stop spending hours in Excel. Start delivering real-time insights and high-quality advice today.

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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.