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Liv Data LLC

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Run, Transform & Advise the CFO Office

Overview:

Liv Data® is an integrated, AI-enabled finance partner combining finance operations, FP&A, data, automation and strategic leadership. We help mid-market and PE-backed companies run, transform and strengthen the CFO office, turning trusted financial information into faster, better decisions.

Many firms deliver recommendations. Liv Data works with your team to implement the solution, operate the process and continuously improve it.

  • Min project size
    $25,000+
  • Hourly rate
    $300+ / hr
  • Employees
    10 - 49
  • Year founded
    Founded 2023
  • Timezones

Overview by:

Reviewer avatar
Andrew Clark
Business Development Co-op About the Team

1 Timezone that we service

EST
Eastern Standard Time (EST)

Service Lines
AI Development
30%
AI Consulting
10%
BI & Big Data Consulting & SI
10%
Finance & Accounting Outsourcing (FAO)
10%
AI Agents
5%
Accounting
5%
Business Consulting
5%
Computer Engineering
5%
Financial Consulting
5%
Fractional CFO Services
5%
Generative AI
5%
Procurement Support
5%
Select Focus Area
AI Expertise
AI Recommendation Systems
25%
Chatbots & Conversational AI
25%
Natural Language Processing
25%
Machine Learning
15%
Robotics
5%
Voice and Speech Recognition
5%
General Accounting Focus
Bookkeeping
100%
Accounting Software Specialist
QuickBooks Accounting & Implementation
100%
AI Agent Development Focus
AI Agent Platforms & Builders
50%
AI Agent Frameworks
45%
Voice AI Agents
5%
AI Agent Purpose Focus
Business Intelligence AI Agents
20%
Data Analysis AI Agents
15%
Finance AI Agents
15%
Productivity AI Agents
15%
Workflow AI Agents
15%
Coding & Development AI Agents
5%
Customer Service AI Agents
5%
General Purpose AI Agents
5%
Sales & Lead Generation AI Agents
5%
AI Consulting Focus
AI Deployment
55%
AI Strategy
25%
AI Maturation
20%
AI Platform Integration Focus
Google Workspace AI Integration
35%
Hubspot AI Integration
35%
Salesforce AI Integration
30%
AI Technologies & Models
Anthropic
95%
Open AI GPT-3
5%
BI & Big Data Solutions
Microsoft BI & data solutions
35%
Other BI & data solutions
10%
Power BI & data solutions
10%
EMC BI & data solutions
5%
HP BI & data solutions
5%
Hadoop
5%
IBM BI & data solutions
5%
Oracle BI & data solutions
5%
SAP BI & data solutions
5%
SAS BI & data solutions
5%
Snowflake
5%
Tableau
5%
BI & Big Data Focus
Operations & process improvement
25%
Other BI & analytics
25%
Data Compliance, Fraud & Risk Management
10%
Data Visualization
10%
Marketing analytics
10%
Master Data Management Consulting
10%
GA4 consulting
5%
Web Scraping Services
5%
Business Consulting Focus
Change Management Consulting
15%
Operational Change Consulting
15%
Strategy Development Consulting
15%
Business Intelligence Consulting
10%
Business Process Management Consulting
10%
Business Transformation Consulting
10%
Due Diligence Consulting
10%
Association Management Consulting
5%
Management Consulting
5%
Sourcing and Procurement Consulting
5%
Financial Consulting Focus
Financial Forecast Consultants
45%
Cost Reduction Consulting
20%
Profitability Consultants
15%
Pricing Consulting
10%
Financial Risk Advisory Consultants
5%
Fundraising Consultants
5%
Fractional CFO Services
Financial Decision-Making
30%
Cash Flow & Budgeting Management
25%
Financial Gap Analysis
15%
Business Cost Structuring
10%
Internal Financial Controls
10%
Profit Maximization & Dividends
10%
Generative AI Focus
AI Code Generation
65%
AI Text Generation
25%
AI Image Generation
5%
AI Speech Generation
5%
Procurement Support Focus
Procure-to-Pay
25%
Procurement Process Design
15%
Procurement Strategy
15%
Source-to-Contract Procurement
15%
Source-to-Pay Procurement
15%
Procurement Consulting
5%
Procurement Transformation
5%
Strategic Sourcing
5%
Tax Focus
Tax Preparation
100%
Industries
Financial services
25%
Information technology
25%
Manufacturing
25%
Advertising & marketing
15%
Business services
10%
Clients
Midmarket ($10M - $1B)
90%
Enterprise (>$1B)
5%
Small Business (<$10M)
5%

Pricing Snapshot

Min. project size $25,000+
Avg. hourly rate $300+ /hr
Rating for cost 5 /5

What Clients Have Said

Liv Data LLC is recognized for providing good value for cost, particularly in AI consulting and outsourced CFO services. Clients appreciate their culture fit and quick responses, with ongoing engagements indicating satisfaction, though specific project costs are not disclosed.

This summary is based on verified Clutch reviews.

Most Common Project Size

Confidential based on 3 reviews
< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000
Learn more about SEO pricing

Select a service to see pricing information

Artificial Intelligence Consulting Packages

starting at $35,000/total

Liv Data LLC Review Insights

Overall Review Rating

5.0
  • Quality 5.0
  • Schedule 5.0
  • Cost 5.0
  • Willing to Refer 5.0

Top Mentions

Review Highlights

  • Expertise in Finance Automation

    Liv Data LLC demonstrates strong expertise in finance automation, providing valuable AI consulting services. Clients appreciate their ability to shape product roadmaps and develop relevant go-to-market strategies, especially in finance-specific AI applications.

  • Effective Financial Documentation

    Liv Data LLC effectively assists clients in documenting financial operations and structuring P&L tailored for specific industries, showcasing their proficiency in financial management.

  • Highly Responsive Communication

    Clients praise Liv Data LLC for their quick responses and effective communication throughout projects. This consistent engagement helps maintain project momentum and ensures client needs are met promptly.

  • Impressive Problem-Solving Skills

    Liv Data LLC is recognized for their problem-solving capabilities and consulting approach. Their application knowledge in finance and accounting practices is notable, contributing significantly to client satisfaction.

  • Significant Operational Improvements

    Liv Data LLC's work has led to noticeable operational improvements for clients, particularly in financial operations and strategic financial analysis. These improvements have positively impacted gross margin and EBITDA.

Liv Data LLC Reviews

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Fractional CFO Services for Cybersecurity Firm

Featured Review
  • Fractional CFO Services
  • Cash Flow & Budgeting Management Financial Decision-Making Profit Maximization & Dividends
  • Confidential
  • Jan. 2025 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"Liv Data LLC is highly smart and understands my business exceptionally well."

Feb 16, 2026
President, BW Cyber
Michael Brice
Verified
  • Financial services
  • New York City, New York
  • 11-50 Employees
  • Online Review
  • Verified

Liv Data LLC provides ongoing fractional CFO services for a cybersecurity firm. The team is responsible for managing the client's budgeting, financial reporting, and financial planning tasks.

AI Consulting for Finance Automation Platform

  • AI Consulting Finance & Accounting Outsourcing (FAO) Financial Advising & Planning
  • Confidential
  • Nov. 2025 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"They provide very quick responses all the time."

Mar 5, 2026
Co-Founder & CEO, Hyperbots
Rajeev Pathak
Verified
  • Information technology
  • New York City, New York
  • 51-200 Employees
  • Online Review
  • Verified

Liv Data LLC provides AI consulting services for a finance automation company. The team has helped the client build AI agents for finance automation and develop a go-to-market strategy.

Accounting Services for Golf Course & Event Venue

  • Accounting
  • QuickBooks Accounting & Implementation Business Intelligence AI Agents
  • Confidential
  • May 2026 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0

"When you engage with Liv Data LLC, you get the time and attention of the partners who oversee the work of their staff."

Oct 13, 2026
VP, The Links at Union Vale
Patrick Goff
  • Hospitality & leisure
  • Lagrangeville, New York
  • 51-200 Employees
  • Online Review

Liv Data LLC provides accounting services for a golf course and event venue. The team has fixed challenges with the client's QuickBooks conversion and provides monthly accounting and treasury services.

Showing 1-3 of 3 Reviews

Managed Decision Intelligence (MDI)

An AI program for mid-market finance teams. We assess AI readiness, build a governance framework and AI literacy program, then design, deploy and run finance automations across FP&A, close, payroll and AP. Start with an 8-week readiness engagement or move straight into the full 12-month managed program.

Small

Best for leaders exploring AI before committing.

$35,000 /total
  • AI Readiness Assessment
  • AI Governance Framework
  • Tool Rationalization & Build/Buy Roadmap
  • AI Literacy Starter (Survey + Leadership Session)

Medium

Best for teams ready to automate one process.

$65,000 /total
  • AI Readiness Assessment
  • AI Governance Framework
  • Tool Rationalization & Build/Buy Roadmap
  • AI Literacy Starter (Survey + Leadership Session)
  • First Automation Built & Deployed

Large

Best for finance teams scaling AI company-wide.

$175,000 /total
  • AI Readiness Assessment
  • AI Governance Framework
  • Tool Rationalization & Build/Buy Roadmap
  • AI Literacy Starter (Survey + Leadership Session)
  • First Automation Built & Deployed
Features

Small

$35,000

/total

Medium

$65,000

/total

Large

$175,000

/total

AI Readiness Assessment

AI Governance Framework

Tool Rationalization & Build/Buy Roadmap

AI Literacy Starter (Survey + Leadership Session)

First Automation Built & Deployed

–

FP&A, Close & AP Automation Workstreams

–

–

Full AI Literacy Program (Finance + Company-Wide)

–

–

Managed Operation & Monthly Value Readout

–

–

Small

$35,000

/total

AI Readiness Assessment

AI Governance Framework

Tool Rationalization & Build/Buy Roadmap

AI Literacy Starter (Survey + Leadership Session)

First Automation Built & Deployed

–

FP&A, Close & AP Automation Workstreams

–

Full AI Literacy Program (Finance + Company-Wide)

–

Managed Operation & Monthly Value Readout

–

Medium

$65,000

/total

AI Readiness Assessment

AI Governance Framework

Tool Rationalization & Build/Buy Roadmap

AI Literacy Starter (Survey + Leadership Session)

First Automation Built & Deployed

FP&A, Close & AP Automation Workstreams

–

Full AI Literacy Program (Finance + Company-Wide)

–

Managed Operation & Monthly Value Readout

–

Large

$175,000

/total

AI Readiness Assessment

AI Governance Framework

Tool Rationalization & Build/Buy Roadmap

AI Literacy Starter (Survey + Leadership Session)

First Automation Built & Deployed

FP&A, Close & AP Automation Workstreams

Full AI Literacy Program (Finance + Company-Wide)

Managed Operation & Monthly Value Readout

Our Story

We are Liv Data, an AI-enabled finance partner that runs, transforms and advises CFO offices. Our team blends finance operations, FP&A, data, automation and seasoned CFO leadership to build reliable accounting, faster reporting, decision-ready analytics and ongoing automation. Clients see measurable impact: margin gains, 2–3x productivity, and >30% cost reduction through implemented, sustainable finance functions.

Meet the Team

John Silverstein

John SilversteinFounder & CEO

John Silverstein is a finance transformation leader with 20+ years across Fortune 500, PE-backed and high-growth companies. A graduate of GE's Financial Management Program, he has led FP&A, automation and close transformations, and founded Liv Data.

Larry Quartaro

Larry QuartaroPartner & Executive Director

Lawrence Quartaro brings 30+ years of senior finance leadership. He was VP of Finance, Global Controller and Treasurer at XR, CFO at Drake Star Partners, spent 14 years at GE Capital and led Promotions.com through its IPO as CFO.

Tanvi Kadam

Tanvi KadamAI & Data Solutions Consultant

Tanvi Kadam designs and delivers AI and data solutions, from AI assistants to workflow automations. With a background in QA, data analytics and AI engineering, she holds an MS in Data Analytics and AI from Northeastern University.

Andrew Clark

Andrew ClarkBusiness Development Co-op

Andrew Clark works in business development at Liv Data, driving partnerships, marketing and growth. He brings an entrepreneurial background from founding early-stage ventures and holding leadership roles in Northeastern's startup ecosystem.

What Sets Us Apart

We Implement, Not Just Advise

Many firms deliver recommendations. Liv Data works with your team to implement the solution, operate the process and continuously improve it.

One Connected Partner Across the CFO Office

We bring finance operations, FP&A, data, automation and CFO leadership together, so you get one integrated partner instead of multiple vendors.

Measurable Results, Powered by AI

Our clients see 10-20% margin improvement, 2-3x finance team productivity and 30%+ reduced finance cost through AI, data and automation applied where it creates real value.

Quick Facts

2 Verified Clutch Clients

3 years in business

Commonly Asked Questions

Liv Data works with mid-market and PE-backed companies where finance is becoming more complex, but the systems, processes and visibility haven't caught up. Our clients typically come to us with challenges like slow reporting cycles, lack of visibility, disconnected systems and inefficient processes. At this stage, better decisions require better structure, and that is where we help.

Liv Data is an integrated, AI-enabled finance partner organized around three connected areas: RUN (Finance Operations): Disciplined accounting, faster closes, timely reporting, effective controls and clear ownership. TRANSFORM (FP&A, Data & Automation): Redesigned processes, connected systems, decision-ready reporting and automation and AI applied where they create measurable value. ADVISE (Strategic Finance & CFO Leadership): Forecasting, performance management, capital planning, board communication and experienced CFO leadership when needed. Across all three, our AI & Data practice designs and implements AI, data and automation solutions that improve finance operations, accelerate reporting and enable better decisions.

Many firms deliver recommendations. Liv Data works with your team to implement the solution, operate the process and continuously improve it. We combine CFO-level experience with hands-on execution, and we bring finance operations, FP&A, technology and strategic leadership together under one connected partner. That means clear ownership from execution through decision support, rather than juggling separate vendors for accounting, systems and advisory work. The result is a finance function that produces trusted information and helps leadership act on it.

We apply AI where it creates measurable value, not for its own sake. Liv Data designs and implements AI, data and automation solutions that improve finance operations, accelerate reporting and enable better decisions. Our approach combines finance context, practical solution design, disciplined implementation and ongoing improvement. Because AI works best on a strong foundation, we start by understanding your processes, systems and data, then identify where better data, automation and AI can have the greatest impact.

Our process is designed to move quickly, focus on what matters and deliver improvements that stick: 1. Assess: We review your processes, systems and reporting to identify where things break down and where improvements will have the most impact. 2. Design: We build the right systems, processes and roadmap for your business goals, with a focus on simplicity and usability. 3. Implement: We execute hands-on across FP&A, reporting and automation, building models, enhancing workflows and verifying systems are used properly. 4. Optimize: We continue refining your finance function over time, providing the expertise and operating capacity to support growth. Clients see results like 10-20% margin improvement, 2-3x finance team productivity and 30%+ reduced finance cost.

Contact Liv Data LLC

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BW Cyber

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Michael Brice

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