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Finance Operations Powered by AI

Overview Liv Data LLC is a modern finance consultancy that bridges the gap between traditional accounting and future-ready financial intelligence. We replace fragmented finance operations with a single, integrated partner dedicated to helping startups and mid-market companies scale.

Unlike traditional firms that just "keep the books," we deploy a Run, Transform, Advise model that combines expert human oversight with advanced AI automation.

Our Service Model:

  • Min project size
    $25,000+
  • Hourly rate
    $300+ / hr
  • Employees
    2 - 9
  • Locations
    New York, NY
  • Year founded
    Founded 2023

1 Locations

  • New York , NY

Service Lines
Financial Consulting
20%
Fractional CFO Services
20%
Select Focus Area
General Accounting Focus
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 2 reviews
< $10,000 $10,000 - $49,999 $50,000 - $199,999 > $200,000

Select a service to see pricing information

Overall Review Rating

5.0
  • Quality

    5.0 /5
  • Schedule

    5.0 /5
  • Cost

    5.0 /5
  • Willing to Refer

    5.0 /5
See all 2 Reviews

Liv Data LLC Reviews

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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.

Showing 1-2 of 2 Reviews

Run–Transform–Advise Assessment

A structured finance and AI maturity assessment evaluating your Run (operations), Transform (systems & automation), and Advise (FP&A & decision intelligence) capabilities. We identify process gaps, data bottlenecks, and automation opportunities, delivering a prioritized roadmap with ROI and implementation guidance.

Small

Best for companies under $20M revenue

$7,500 /total
  • Executive stakeholder interviews
  • Finance process diagnostic
  • Systems & automation review
  • AI opportunity identification
  • Prioritized roadmap summary
  • 1 week delivery

Large

Best for multi-entity or PE-backed firms

$30,000 /total
  • Executive stakeholder interviews
  • Finance process diagnostic
  • Systems & automation review
  • Cross-functional finance assessment
  • ERP & data architecture review
  • 6 week delivery
Features

Small

$7,500

/total

Medium

$15,000

/total

Large

$30,000

/total

Executive stakeholder interviews

Finance process diagnostic

Systems & automation review

AI opportunity identification

Prioritized roadmap summary

Cross-functional finance assessment

ERP & data architecture review

Workflow bottleneck analysis

Automation & AI use case mapping

ROI impact model

Phased transformation roadmap

Executive presentation

Data consolidation review

Control & risk analysis

AI agent feasibility modeling

Automation cost-benefit modeling

Org design recommendations

Board-ready transformation plan

Implementation sequencing plan

Small

$7,500

/total

Executive stakeholder interviews

Finance process diagnostic

Systems & automation review

AI opportunity identification

Prioritized roadmap summary

Cross-functional finance assessment

ERP & data architecture review

Workflow bottleneck analysis

Automation & AI use case mapping

ROI impact model

Phased transformation roadmap

Executive presentation

Data consolidation review

Control & risk analysis

AI agent feasibility modeling

Automation cost-benefit modeling

Org design recommendations

Board-ready transformation plan

Implementation sequencing plan

Medium

$15,000

/total

Executive stakeholder interviews

Finance process diagnostic

Systems & automation review

AI opportunity identification

Prioritized roadmap summary

Cross-functional finance assessment

ERP & data architecture review

Workflow bottleneck analysis

Automation & AI use case mapping

ROI impact model

Phased transformation roadmap

Executive presentation

Data consolidation review

Control & risk analysis

AI agent feasibility modeling

Automation cost-benefit modeling

Org design recommendations

Board-ready transformation plan

Implementation sequencing plan

Large

$30,000

/total

Executive stakeholder interviews

Finance process diagnostic

Systems & automation review

AI opportunity identification

Prioritized roadmap summary

Cross-functional finance assessment

ERP & data architecture review

Workflow bottleneck analysis

Automation & AI use case mapping

ROI impact model

Phased transformation roadmap

Executive presentation

Data consolidation review

Control & risk analysis

AI agent feasibility modeling

Automation cost-benefit modeling

Org design recommendations

Board-ready transformation plan

Implementation sequencing plan

Our Story

We are Liv Data, a New York–based finance and accounting consulting firm that builds modern, AI-enabled finance functions for Fortune 500s, private equity portfolios and high-growth startups. Our team blends CFO-level leadership, FP&A, controllership, treasury, systems implementation and automation. We deliver faster closes, improved margins and clearer decision-making through analytics, compliance, and end-to-end finance transformation.

Locations (1)

1330 Avenue of the Americas New YorkNY, United States 10019

2 - 5

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