AI-Powered Accounting

and Financial Analysis

Scale your company & experience the future of finance. Our human-AI partnership delivers unparalleled accuracy and financial clarity.

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Designed for Efficiency

300+

hours saved annually

24/7

access to dashboards and financial reports

$30k+

saved annually on bookkeeping and financial analysis
Save Costs ✓
Gain Financial Clarity ✓
Stay Audit & Tax Ready ✓

Reduce Overhead Costs

The Problem
Hiring a bookkeeper and CFO is costly, fragmented, and outdated. Most businesses overpay for in-house staff or risk flying blind financially—with traditional services costing $100K+ annually.
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The Solution
We replace costly hires with a unified platform. Get precision bookkeeping and CFO-level analysis in one streamlined, affordable solution—so you save more and stress less.

Turn Raw Data into Real Strategy

The Problem
‍When financial data is buried or under-analyzed, you’re forced to make gut decisions. Key metrics are missed. Trends go unnoticed. Risk multiplies.
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The Solution
‍We turn your raw data into actionable intelligence. With financial analysis designed for clarity, you get real-time visibility into KPIs, performance trends, risks, and more—so you can lead with confidence, not guesswork.

Keep Your Data Organized

The Problem
‍Disorganized records create chaos at tax time. Late reconciliations and missing documents cause stress, delays, and audit risks.

The Solution
We keep your financials clean, organized, and always accessible. With everything in one place, you're prepared for taxes, audits, and anything in between—no scrambling required.







All-in-One Financial Management

Human expertise meets AI precision to unlock clarity, control, and scale—faster.

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Full Charge Bookkeeping

Spend zero time on bookkeeping. We handle every transaction and keep your records audit-ready—so you can focus on growth, not spreadsheets.

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Strategic Financial Analysis

Go beyond surface-level metrics. We turn your financials into actionable insights—so every decision is driven by clarity, not guesswork.

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Premium Financial Reporting

Get crystal-clear monthly reports tailored to your business. No fluff—just the insights you need to stay agile, confident, and informed.

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Premium Data Management

Never dig through clutter again. We organize and safeguard your data for tax season, audits, and daily decision-making—effortlessly.

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Financial Intelligence Built to Scale

Get corporate-level financial analysis at a fraction of the cost.

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Budget Analysis

Optimize spending and achieve financial goals with detailed monthly budget analysis.

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Financial Ratio Analysis

Gain insights into your company's financial health with in-depth ratio trend analysis.

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Profit & Revenue Analysis

Maximize profitability with detailed analysis of revenue streams and expenses.

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Cost & Expense Analysis

Identify cost-saving opportunities without impacting operations.

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Inventory Analysis

Gain a comprehensive view of your inventory for enhanced efficiency.

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Cash Flow Analysis

Ensure sufficient working capital with comprehensive cash flow projections.

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Risk Analysis

Proactively stress-test your financial scenarios to build resilience and safeguard against potential risks.

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Growth Projections

Plan for sustainable growth with data-driven financial forecasts.




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Financial Clarity Anytime You Need it


24/7 KPI dashboards, updated daily — giving you clarity, control, and real-time insights to fuel growth.
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Access 24/7

Clear financial data available anytime, anywhere—keeping you informed and in control.

Customizable & Scalable

Customize dashboards effortlessly—scaling seamlessly as you grow.

Real-Time Data Refresh

Daily data refresh ensures every decision you make is based on the latest insights.

Actionable Insights


Instantly spot key metrics and trends—so you can make smarter decisions, faster.

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Discover the Perfect Plan for Your Company

Get started risk-free with our 1-month money-back guarantee.
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Select Your Annual Revenue

$0 – 5M
$5M – 10M
$10-30M
$30M+
Essential

$700/month

For companies building or strengthening their financial foundation.
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Order Essential Now
FEATURES
Accounting Services
Full Service Bookkeeping
Expense & Receipt Management
Monthly Standard Financial Report
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Monthly Financial Health Summary
Premium Support
Support: 1 Business Day
Pro

$1,200/month

For scaling companies that need deeper insight, sharper analysis, and smarter planning
Order Pro Now
FEATURES
Accounting Services
Full Service Bookkeeping
Expense & Receipt Management
Monthly Comprehensive Financial Report
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
24/7 Custom KPI Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Budgeting & Financial Goal Tracking
Premium Support
Support: 1 Business Day
Executive

$3,500/month

For companies that demand full financial clarity and hands-on support.
Order Enterprise Now
FEATURES
Accounting Services
Full Service Bookkeeping
Expense & Receipt Management
Monthly Comprehensive Financial Report
Audit & Tax-Ready Reports for CPAs
Electronic Accounts Payable Services
Financial Analysis & Reporting
24/7 Custom KPI Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Budgeting & Financial Goal Tracking
Quarterly Performance Reports
Annual Performance Report
Premium Support
Support: 1 Business Day
Essential

$1,000/month

For companies building or strengthening their financial foundation.
‍
Order Essential Now
FEATURES
Accounting Services
Full Service Bookkeeping
Expense & Receipt Management
Monthly Standard Financial Report
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Monthly Financial Health Summary
Premium Support
Support: 1 Business Day
Pro

$1,800/month

For scaling companies that need deeper insight, sharper analysis, and smarter planning
Order Pro Now
FEATURES
Accounting Services
Full Service Bookkeeping
Expense & Receipt Management
Monthly Comprehensive Financial Report
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
24/7 Custom KPI Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Budgeting & Financial Goal Tracking
Premium Support
Support: 1 Business Day
Executive

$4,000/month

For companies that demand full financial clarity and hands-on support.
Order Enterprise Now
FEATURES
Accounting Services
Full Service Bookkeeping
Expense & Receipt Management
Monthly Comprehensive Financial Report
Audit & Tax-Ready Reports for CPAs
Electronic Accounts Payable Services
Financial Analysis & Reporting
24/7 Custom KPI Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Budgeting & Financial Goal Tracking
Quarterly Performance Reports
Annual Performance Report
Premium Support
Support: 1 Business Day
Essential

$2,000/month

For companies building or strengthening their financial foundation.
‍
Order Essential Now
FEATURES
Accounting Services
Full Charge Bookkeeping
Expense & Receipt Management
Monthly Standard Financial Report
Audit Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Monthly Financial Health Summary
Premium Support
Support: 1 Business Day
Pro

$3,500/month

For scaling companies that need deeper insight, sharper analysis, and smarter planning
Order Pro Now
FEATURES
Accounting Services
Full Charge Bookkeeping
Expense & Receipt Management
Monthly Comprehensive Financial Report
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
24/7 Custom KPI Performance Financial Dashboard
Monthly Comprehensive Financial Analysis Report
Budgeting & Financial Goal Tracking
Premium Support
Support: 1 Business Day
Executive

$7,000/month

For companies that demand full financial clarity and hands-on support.
Order Enterprise Now
FEATURES
Accounting Services
Full Charge Bookkeeping
Expense & Receipt Management
Monthly Comprehensive Financial Report
Audit & Tax-Ready Reports for CPAs
Electronic Accounts Payable Services
Financial Analysis & Reporting
24/7 Custom KPI Performance Financial Dashboard
Monthly Comprehensive Financial Analysis Report
Budgeting & Financial Goal Tracking
Quarterly Performance Reports
Annual Performance Report
Premium Support
Support: 1 Business Day
Essential

Custom Plan

For companies building or strengthening their financial foundation.
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Order Essential Now
FEATURES
Accounting Services
Full Service Bookkeeping
Expense & Receipt Management
Monthly Standard Financial Reporting
Audit Tax-Ready Reports for CPAs
Financial Analysis & Reporting
Monthly Financial Health Summary
Premium Support
Support: 1 Business Day
Pro

Custom Plan

For scaling companies that need deeper insight, sharper analysis, and smarter planning
Order Pro Now
FEATURES
Accounting Services
Full Service Bookkeeping 
Expense & Receipt Management
Monthly Comprehensive Financial Report
Audit & Tax-Ready Reports for CPAs
Financial Analysis & Reporting
24/7 Custom KPI Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Budgeting & Financial Goal Tracking
Premium Support
Support: 1 Business Day
Executive

Custom Plan

For companies that demand full financial clarity and hands-on support.
Order Enterprise Now
FEATURES
Accounting Services
Full Service Bookkeeping
Expense & Receipt Management
Monthly Comprehensive Financial Reporting
Audit & Tax-Ready Reports for CPAs
Electronic Accounts Payable Services
Financial Analysis & Reporting
24/7 Custom KPI Performance Dashboard
Monthly Comprehensive Financial Analysis Report
Budgeting & Financial Goal Tracking
Quarterly Performance Reports
Annual Performance Report
Premium Support
Support: 1 Business Day

Feature

Essential

Pro

Executive

Full Service Bookkeeping
Expense & Receipt Management
Standard Financial Reporting
(Balance Sheet, P&L, Cash Flow)
Comprehensive Financial Reporting
(Balance Sheet, P&L, Cash Flow,
Accounts Payable, Accounts Receivable,
General Ledger)
Audit & Tax Ready Reports for CPAs
KPI Performance Dashboard
Financial Health Summary
Budget vs Actual Analysis
Profit & Revenue Analysis
Financial Ratio Analysis
Cash Flow Analysis
Risk & Sensitivity Analysis
Industry Benchmark Analysis
Budgeting & Financial Goal Tracking
Growth Projections
Inventory Analysis
Quarterly Performance Report
Annual Performance Report
Accounts Payable
Users
1
3
10






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Earn $250
in Credit for Every Referral
When you successfully refer a new client, you'll receive $250 in account credit towards your future services, and they'll receive $500 in account credit There’s no limit—refer multiple companies and maximize your savings!

Behind every smart business move is real-time data, intelligent forecasting, and stress-free financial control. Lyquid Finance brings it all together — streamlined, scalable, and designed for growth.

Start Your Financial Upgrade









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Powered Throughout the U.S.

From California to New York, our unified services support growing companies in every region — with clarity, speed, and scale.

Your Gateway to Financial Mastery and Company Growth

Explore tailored financial insights, industry-leading accounting strategies, and innovative methods to help your company grow and thrive in today's dynamic marketplace.

Highlighted
Financial Analysis
Accounting
Budgeting
Financial Analysis

Maximizing Profit Margins with Expense Optimization

To maximize profits, optimize expenses by reducing costs and improving resource allocation.

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Budgeting

Forecasting and Rolling Budgets: Staying Ahead with Predictive Analytics

Rolling forecasts offer more accurate financial projections than static budgets in dynamic environments.

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Financial Analysis

Scenario Planning in Financial Forecasting

Scenario planning helps businesses anticipate challenges and make informed decisions amidst market volatility.

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Financial Analysis

Variance Analysis: Enhancing Financial Control through Budgetary Precision

Rolling forecasts, unlike static budgets, provide more accurate financial projections in dynamic environments.

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Financial Analysis

Maximizing Profit Margins with Expense Optimization

To maximize profits, optimize expenses by reducing costs and improving resource allocation.

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Financial Analysis

Why Liquidity Matters in Financial Analysis

Liquidity analysis to assess a company's financial health and resilience accurately.

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Financial Analysis

Scenario Planning in Financial Forecasting

Scenario planning helps businesses anticipate challenges and make informed decisions amidst market volatility.

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Financial Analysis

Variance Analysis: Enhancing Financial Control through Budgetary Precision

Rolling forecasts, unlike static budgets, provide more accurate financial projections in dynamic environments.

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Accounting

Accounting Analysis: A Key to Financial Decision-Making

Effective accounting analysis is at the heart of strategic financial decision-making. It goes beyond bookkeeping and financial reporting.

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Accounting

The Role of Financial Ratios in Accounting Analysis

Financial ratios are fundamental tools in accounting analysis, offering valuable insights into a company’s performance.

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Accounting

Cash Flow Analysis: The Lifeline of Financial Stability

Cash flow analysis is a crucial aspect of accounting analysis, providing insights into a company’s liquidity, solvency, and overall financial health.

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Accounting

The Impact of Accounting Analysis on Business Strategy

Accounting analysis plays a critical role in shaping business strategy by providing insights that drive financial efficiency.

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Budgeting

Forecasting and Rolling Budgets: Staying Ahead with Predictive Analytics
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Rolling forecasts offer more accurate financial projections than static budgets in dynamic environments.

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Budgeting

Strategic Budgeting: A Data-Driven Approach to Financial Efficiency

Budgeting is a cornerstone of financial management, enabling businesses to allocate resources effectively, control costs, and ensure long-term financial stability.

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Budgeting

Precision Budgeting: Enhancing Financial Agility and Strategic Growth

Budgeting has evolved from a rigid, static process into a dynamic financial strategy that drives business agility and resilience.

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Budgeting

Dynamic Budgeting: A Proactive Approach to Financial Mastery

Dynamic budgeting empowers businesses to move beyond rigid financial constraints by adopting an adaptive, real-time approach to resource management.

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Frequently Asked Questions

Our FAQs are designed to offer comprehensive and clear information.

How do I know which plan is right for my company

Choosing the right plan depends on your company's specific financial needs and growth goals. Here’s a simple guide to help you make the best decision:
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Essential: Ideal if you need clean books, core financial reports, core financial analysis, and real-time visibility through a performance dashboard.

‍Pro: Built for companies ready to scale. Includes everything in Essential, plus comprehensive financial analysis, inventory analysis, financial health analysis, a custom performance dashboard, and deeper insights to support growth.

‍Executive: Designed for companies that need full control and strategic oversight. Includes everything in Essential and Pro, premium reporting, advanced analytics, electronic accounts payable, and priority support.

Can I switch between packages if my company needs change?

Yes. You can upgrade or downgrade your plan anytime. If your needs shift, we’ll help you make a seamless transition.

Can Lyquid Finance help prepare my financial information for tax filing?

Absolutely. We generate the reports you need and organize your data so tax season is fast and simple.

How do Lyquid Finance's services differ from traditional accounting firms?

We combine expert guidance with real-time tech. Unlike traditional firms, our platform gives you customizable insights, AI-powered reports, and always-on access to your numbers.

What types of businesses do you work with?

We work with startups, growing companies, and established enterprises across industries. If you need streamlined accounting and clear financial reporting, we’re built for you.

How secure is my financial data with Lyquid Finance?

We use enterprise-grade security and a PCI DSS Level 1 certified infrastructure. Your data is encrypted, access-controlled, and always protected by leading security protocols.

Do I need to sign a long-term contract to use Lyquid Finance's services?

No. All plans are month-to-month. Use Lyquid Finance for as long as it brings value—no lock-in, ever.

A Unified System Designed for Clarity







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