Intelligent Finance
for Modern Companies

We combine bookkeeping, financial analysis, and reporting into one seamless subscription — so you always know exactly where your business stands.‍‍

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Work with Us
who we are
We combine bookkeeping, financial reporting, and analysis into one seamless subscription — giving modern businesses the financial clarity they need to grow.
values

Why Choose Us?

We combine bookkeeping, reporting, and financial analysis into one subscription — so every decision is backed by real numbers.

Tax-Ready by the 10th
Books closed, reconciled, and statements delivered by the 10th of every month. No year-end scrambles.
Full Financial Picture
From strategy to development, followed by deployment.
Flexible. No Lock-In.
Go month-to-month or save with an annual plan. Cancel or pause anytime.
Capabilities

The Full Financial Picture

Full Charge Bookkeeping. Every transaction categorized, every account reconciled, every month. Bank and credit card matching, receipt tracking, and monthly statements delivered by the 10th.

Transaction categorization
Bank & credit card reconciliation
Receipt tracking

Financial Reporting. Monthly P&L, cash flow statement, and balance sheet delivered straight to your dashboard. Pro and Executive clients receive comprehensive reports with executive summaries and analysis.

Financial Analysis. Go beyond the numbers with KPI tracking, budget vs. actual, profit margin and cash flow trends, industry benchmarks, scenario modeling, and forward projections — so you course-correct early, not at year-end.

Client Dashboard. 24/7 access to your financials. Customizable, always current, scaling seamlessly as your business grows.

Year-End Package. Everything your tax preparer needs — organized, accurate, ready to go. No last-minute scrambles.

Not sure which plan fits?

Book a free assessment. We'll review your current financial setup and recommend the right plan for your business.

Get a Free Assessment
Your Data. Protected. Always.
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Bank-level encryption
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Secure cloud storage
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Platform-certified integrations
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Monthly reconciliation accuracy
process

How We Work

A streamlined process designed to take your finances from disorganized to fully managed — efficiently and strategically.

01
Discovery & Setup
We connect to your accounting platform, review your current books, and learn how your business operates.
Financial Blueprint
We design a structured bookkeeping and reporting system aligned with your business.
02
03
Bookkeeping & Reconciliation
Every transaction categorized, every account reconciled, every month. Closed by the 10th.
Reporting & Analysis
Monthly comprehensive financial reports delivered to your dashboard. Numbers clarified. Trends flagged. Insights surfaced. Decisions backed by data.
04
05
Scale & Optimize
Add tiers, expand services, and grow into deeper financial analysis as your business scales.
DELIVERABLES

The Clarity We Deliver

Budget & Variance Analysis

Actuals vs. plan — tracked monthly. We flag every gap so you adjust in real time, not at year-end.

12
Months Tracked
±5%
Variance Threshold
30+
Line Items Monitored
Profit & Margin Analysis

Gross and net margins tracked month over month. See exactly where profitability is moving and why.

2
Margin KPIs
12
Month Trend View
100%
Revenue Mapped
Cost & Expense Analysis

Every dollar categorized and benchmarked. We surface where you're overspending and where there's room to optimize.

100%
Expenses Categorized
12
Month Trend View
15+
Cost Categories
Cash Flow Analysis

Inflows, outflows, and burn rate — mapped clearly. Always know your runway and plan ahead with confidence.

90
Day Rolling View
Monthly
Forecast
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‍
Growth & Forecasting

Rolling projections built from your real numbers. Revenue trends, expense trajectory, and scenario modeling for your next move.

3
Month Forecast
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Benchmarking

Your performance measured against industry averages. Know exactly where you lead and where to close the gap.

5+
KPIs Compared
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integrations

Why Lyquid Finance Exists



Lyquid Finance was founded after seeing the same problem at company after company — business owners not just with sloppy books but zero insight into what the numbers actually mean. We built this service to close that gap. Every report, every dashboard, and every analysis we deliver is designed to give you the clarity to make smarter decisions.

pricing

Built for Growth at Every Stage

Whether you're starting small or scaling fast, we have a plan that fits.

MONTHLY
ANNUALLY (SAVE 15%)
Essential
For small teams beginning their journey

Starting at

$499.00
/Month
Accounting
Full service bookkeeping
Statements & reports by the 10th
Year-end package for your tax preparer
Bank & credit card reconciliation
Receipt Tracking
Reporting
P&L statement
Cash flow statement
Balance Sheet
Get Essential Plan
Pro
For scaling businesses

Starting at

$1,199.00
/Month
Most Popular
Included everything in Starter, plus:

Accounting
Sales tax tracking
Multi-channel AI chatbot
Sales & marketing automation
Dashboard & reporting
Financial Reporting
Monthly comprehensive financial report
Executive summary with key takeaways
Financial Analysis
Financial dashboard
Performance trend analysis
Budget vs actual analysis
Profit margin analysis
Profitability & expense analysis
Income growth tracking
Cash flow performance analysis
Get Pro Plan
Executive
For established businesses

Starting at

$2,499.00
/Month
Included everything in Starter, plus:

Accounting
Vendor & contractor payment tracking
Multi-channel AI chatbot
Sales & marketing automation
Dashboard & reporting
Reporting
Accounts Payable Aging Report
Accounts Receivable Aging Report
Quarterly performance reports
Annual performance report
Financial Analysis
Custom financial dashboard
Budgeting & financial goal tracking
Cash burn & runway analysis
Scenario & sensitivity modeling
Industry benchmark analysis
3-month financial rolling forecast
Get Executive Plan
Essential
For founders getting their books in order

Starting at

$424.00
/Month
Accounting
Full service bookkeeping
Statements & reports by the 10th
Year-end package for your tax preparer
Bank & credit card reconciliation
Receipt Tracking
Reporting
P&L statement
Cash flow statement
Balance Sheet
Get Starter Package
Pro
For scaling businesses

Starting at

$1,019.00
/Month
Most Popular
Included everything in Starter, plus:

Accounting
Sales tax tracking
Multi-channel AI chatbot
Sales & marketing automation
Dashboard & reporting
Financial Reporting
Monthly comprehensive financial report
Executive summary with key takeaways
Financial Analysis
Financial dashboard
Performance trend analysis
Budget vs actual analysis
Profit margin analysis
Profitability & expense analysis
Income growth tracking
Cash flow performance analysis
Get Pro Package
Executive
For established businesses

Starting at

$2,124.00
/Month
Included everything in Starter, plus:

Accounting
Vendor & contractor payment tracking
Multi-channel AI chatbot
Sales & marketing automation
Dashboard & reporting
Reporting
Accounts Payable Aging Report
Accounts Receivable Aging Report
Quarterly performance reports
Annual performance report
Financial Analysis
Custom financial dashboard
Budgeting & financial goal tracking
Cash burn & runway analysis
Scenario & sensitivity modeling
Industry benchmark analysis
3-month financial rolling forecast
Get Executive Package
Not sure which plan is right for you?
Book a Free Assessment
FAQs

Common Questions

1
What industries do you work with?
2
How long does onboarding take?
3
What accounting platforms do you work with?
4
Can I switch between plans if my needs change?
5
Do I need to sign a long-term contract?
Have any other questions?
Contact Us