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:
RUN (Finance Operations) We stabilize and manage your day-to-day financial backbone. Full-cycle Bookkeeping & General Ledger Management Accounts Payable (AP) & Receivable (AR) Compliance, Tax Support & Audit Preparation Outcome: Clean, audit-ready data delivered faster than traditional firms.
TRANSFORM (FP&A & Automation) We modernize your finance stack to deliver real-time insights. Automated Budgeting, Forecasting & KPIs Scenario Modeling (Cash Flow, Runway, Growth) Business Intelligence (BI) Dashboard Implementation Systems Integration (ERP, HRIS, CRM Data Pipelines)
ADVISE (Strategic Leadership) We provide high-level financial guidance without the cost of a full-time executive. Fractional CFO & Interim Leadership Board Reporting & Investor Communications Capital Planning & M&A Support Finance Transformation Roadmaps
Why Clients Choose Liv Data: We don't just report on the past; we engineer your future. By embedding AI agents and automation into your finance function, we reduce manual errors and free up time for high-value strategy. Whether you are a Series B startup needing a Fractional CFO or a mid-market firm needing a finance transformation,
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
No have been added yet...
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.
"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.
Liv Data LLC's efforts have led to significant operational improvements, which have translated directly into gross margin and earnings before interest, taxes, depreciation, and amortization improvements. Moreover, Liv Data LLC has a disciplined and flexible approach to project management.
BACKGROUND
Introduce your business and what you do there.
I’m the president of BW Cyber, a company that provides tailored cybersecurity solutions, compliance support, risk assessments, training, and cyber incident response for SEC, FINRA, NFA, and CFTC registrants that include hedge fund advisers, PE, and PE portfolio companies — simplifying complex cybersecurity and regulatory requirements.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Liv Data LLC?
We needed help to properly document our financial operations and provide a structured P&L tailored for the professional services industry.
SOLUTION
What was the scope of their involvement?
Liv Data LLC provides outsourced CFO support and strategic financial analysis and advice. The team handles budgeting, financial reporting, and financial planning tasks.
What is the team composition?
We work with one teammate from Liv Data LLC.
How did you come to work with Liv Data LLC?
Someone referred Liv Data LLC to us. We chose them over other options because they were a great culture fit.
What is the status of this engagement?
We started working together in January 2025, and the engagement is ongoing.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
Liv Data LLC's work has led to significant operational improvements, which have translated directly into gross margin (GM) and earnings before interest, taxes, depreciation, and amortization (EBITDA) improvements.
How did Liv Data LLC perform from a project management standpoint?
Liv Data LLC's project management is very disciplined and flexible. We communicate via virtual meetings.
What did you find most impressive about them?
Liv Data LLC is highly smart and understands my business exceptionally well.
Are there any areas they could improve?
I don't think there's anything they can improve on.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
AI Consulting for Finance Automation Platform
AI ConsultingFinance & 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.
Liv Data LLC has shaped the client's product roadmap and contributed to their go-to-market strategy. The team is highly responsive and communicative throughout the engagement. The client is impressed with the team's knowledge, consulting approach, and problem-solving skills.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Co-Founder & CEO of Hyperbots
Describe what your company does in a single sentence.
At Hyperbots, we are on a mission to free up humans from mundane and repetitive tasks in finance. Tasks such as invoice processing, 3-way/2-way matching, accruals, capitalization, GL mapping and updates, early payment discount decisions, procurement process intelligence, employee expense management, receivables, collections, collaboration with employees, vendors, and customers, need to be significantly transformed through AI. This requires secure, accurate, and state-of-the-art finance-specific AI innovations in NLP, Vision, Language Models, Recommenders, Intelligent Document Processing, Data Visualizations, and Conversational Technology domains. At Hyperbots, we have rooted our research in the above domains to create significant ROI for AI adoption in finance. We have designed the AI Assistants from the ground up with help from dozens of CFOs of various industries. Our AI Assistants for finance are AI-native with inbuilt flexibility to configure them to suit your specific needs with no financing for a custom IT project. Initial trials have demonstrated an 80% reduction in the per-invoice cost of processing due to end-to-end and exhaustive automation. In addition, invoice and expense processing time is slashed from 5-15 days to a few minutes. Our AI Assistants are ready to deploy, easy to configure and come with inbuilt integrations with widely used ERP, CRM, and other applications.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Liv Data LLC to accomplish?
Consulting for AI agents capable of performing procure-to-pay through analyst-level functions across finance and accounting operations with human-in-the-loop oversight.
Build and execute a go-to-market strategy positioning AI-powered finance automation for CFOs and finance leaders at growth-stage and enterprise companies.
Ensure product design reflects real-world finance workflows and pain points by embedding practitioner expertise into the product development lifecycle.
SOLUTION
How did you find Liv Data LLC?
Referral
Why did you select Liv Data LLC over others?
High ratings
Great culture fit
Good value for cost
Referred to me
Company values aligned
How many teammates from Liv Data LLC were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Advisory on product
Advisory on implementation
Advisory on processes
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Shaped product roadmap to cover core finance functions from accounts payable and procurement through financial analysis, grounded in actual finance team workflows and controls.
Contributed go-to-market positioning and messaging that resonates with CFOs and finance leaders evaluating AI adoption for their teams.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
They provide very quick responses all the time
What was your primary form of communication with Liv Data LLC?
In-Person Meeting
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
F&A practice application knowledge, consulting approach, problem solving
Are there any areas for improvement or something Liv Data LLC could have done differently?
None
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
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
Medium
Best for scaling firms $20M–$75M revenue
$15,000
/total
Executive stakeholder interviews
Finance process diagnostic
Systems & automation review
Cross-functional finance assessment
ERP & data architecture review
4
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 AmericasNew York, NY,
United States10019
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