Support your clients better, faster and with less manual work.

It's not easy to set up a good advisory service as an accountancy firm. Due to the high existing workload and limited team capacity, most firms are forced to stay focused on the primary work. Liquid helps you get your clients the right insights with less effort. With this, you have more time to help navigate your clients through their financial challenges, and make a difference where it really matters.

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Join our existing partners who already use Liquid to provide their customers with better advice:

These are the challenges accounting firms face in their advisory work

There is a growing customer demand for insights

Customers are expecting last week's figures today, not next quarter. There's also a demand for better dashboarding.

Consultancy work often results in higher peak workload

Whenever clients ask for your help, they need it right away and it takes up a lot of time, resulting in peak workload.

There's no space to set up recurring advisory work

Due to the high workload, it feels like there is no room to set up a structural advisory service as an accounting firm.

1. Give your customers 24/7 access to their financial data

By giving your customers access to Liquid, they can independently view, analyze and export their financial actuals.

As a result, they won't depend on the accountant to manually run an export of the latest data. In addition, as an accounting firm, you decide whether the customer has real-time access to all figures, or only per closed period (eg. monthly or quarterly).

When your customer logs in for the first time, they immediately see how their company is doing. In addition, they can switch between Visual Dashboard Mode or Spreadsheet Mode with a single button for a deeper drill-down into the numbers.

Easy-to-understand dashboards with KPIs and graphs.

Drill down from top-level category to individual ledgers and even transactions.

Automatic data sync with your accounting data.

An all-in-one solution with clear dashboards and reports

Without Liquid

Without access to accounting, customers are dependent on reports to be provided manually

Access to accounting software is not always preferred, and may come at an additional cost

Exports from accounting software are not built for entrepreneurs and lack clear visuals and KPIs

Reports are limited to Profit & Loss and Balance, there is no Cashflow report

With Liquid

Customers have 24/7 access to their own financial figures

There is no limit in adding users to a company in Liquid, and it comes at zero additional costs

Conveniently switch between the visual Dashboard View and in-depth Spreadsheet View

In addition to the P&L and Balance Sheet, Liquid includes a Cashflow report with detailed insights

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2. Resolve complex advisory work in a fraction of the time

When customers ask for forecasts or a consolidation report, it often takes you a long time as an accountant to deliver on this. And usually, the customer expects it to be delivered quickly. To help with this, the Liquid platform offers convenient forecasting and consolidation solutions. This way, you can resolve complex questions without a massive increase in workload.

Intuitive (cashflow) forecasting

Build forecasts in hours instead of days

With Liquid Forecast, you have access to the most advanced (cashflow) forecasting platform in the market. Thanks to business economic modeling and automatic calculations, you can build forecasts much faster and more accurate than before. And with features such as Rolling Forecast and Budget vs. Actuals, your forecasts remain relevant into the future.

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Consolidated management reporting, fully automated

Real-time consolidations with automatic inter-company eliminations

Preparing a consolidation report often involves a lot of manual work. Typically, it's not done continuously. At the same time, customers do expact frequent consolidated reports for their business groups. With Liquid's Consolidation features, you always have consolidated management reports, fully automated.

24/7 insights

The client has 24/7 access to real-time consolidated management reports, without manual work required.

Forecasts in consolidation

Liquid's consolidation features are fully compatible with Liquid Forecasting, allowing you to instantly create consolidated forecasts for P&L, Cash Flow, and Balance Sheet.

All-in-one solution

Liquid's consolidation platform is fast, intuitive and complete, making it the logical choice for accountants who want to stay ahead of the curve.

Automatic eliminations

You don't have to worry about manually defining an elimination state thanks to Liquid's automated system for intercompany eliminations.

Want to know more?

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3. Make advisory work a structural part of your accountancy business model

1. Continuous added value for your clients

With their access to Liquid, clients can independently review their company's financials, no matter if they're on Liquid Reporting or Liquid Forecasting.

2. Future-proof advisory services

Leverage Liquid's easy-to-use forecasting features to build future-proof financial models, whether it's for the next quarter or the next 5 years.

3. Customized implementation

Make a case-by-case assessment about the needs of your customers and offer each the product variant of Liquid that best suits their needs.

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