AI CFO for QuickBooks

Your finances,
finally clear.

Finlive is your AI CFO — connected to your live QuickBooks data, available on WhatsApp, answering in plain English. No new app. No dashboard. No login.

14-day free trial · No credit card · Setup takes 60 seconds

A fractional CFO charges $150–$300/hr. Finlive answers the same questions in 10 seconds, every day, for $19/mo.

See a live question answered

Finlive

online

Message...

The real problem

You already have a CFO. It's called QuickBooks.

You find out too late. You guess. You delay. Not because the data isn't there — but because getting to it takes effort you don't have in the moment you need it.

A client is 47 days overdue.

You haven't followed up because you didn't know.

$8,400 sitting uncollected — not because you forgot, but because you never saw it.

You approved a big purchase on Tuesday.

Payroll hit on Friday.

A cash crunch you could have seen coming with one question on Monday morning.

Someone asks what your margin is this quarter.

You say you'll get back to them.

You looked unprepared. The number was always there — you just couldn't get to it in the room.

Sound familiar?

Get your first answer in 60 seconds — it's free

No credit card · No new app · Just WhatsApp

Finlive is the answer.

Text any financial question on WhatsApp. Get a real answer — from your live QuickBooks data — in under 10 seconds.

Try free for 14 days

60s

Setup time

<10s

Answer time

14 days

Free trial

0

Passwords stored

Read-only

QB access

What business owners say

I used to spend 20 minutes hunting for numbers before our Monday calls. Now I just text Finlive on the way in. The answer's there before I sit down.

SM

Sarah M.

Owner, construction business

I manage three QuickBooks files. Switching between them on WhatsApp in one message — that alone saved me hours a week.

JT

James T.

Multi-location restaurant owner

My accountant asked how the quarter went. I pulled up Finlive and had the P&L comparison in 10 seconds. She was impressed.

PK

Priya K.

Agency founder

Getting started

Up and running in 3 steps

1

Connect QuickBooks

One-time OAuth connection. Takes 60 seconds. No passwords shared — just secure, revocable access to your live data.

2

Save the Finlive number

Save the Finlive WhatsApp number to your contacts and send your first message. No app download, no new account, no learning curve.

3

Ask anything, get answers in seconds

Text your question in plain English. Finlive pulls live data from QuickBooks and replies in under 10 seconds — clear, specific, and actionable.

Built for

Small business owners who can't afford blind spots.

Restaurants & cafés

Know daily sales, labor costs, and margins before the morning rush — without touching a laptop.

Agencies & consultants

Check AR aging and top clients in 10 seconds — between calls, not between tabs.

Retail & e-commerce

Track cash position and inventory expenses in real time — without leaving the floor.

Trades & contractors

Know if you have the cash to make payroll before booking the next job — not after.

Multi-location operators

Switch between companies with one message. One WhatsApp, all your books, every location.

Everything your CFO would tell you. Instantly.

No meetings. No waiting. Just the answers you need, when you need them.

Zero friction

No new app to download. No dashboard to learn. Just WhatsApp — the app already on your phone. If you can send a text, you can use Finlive.

Always live data

Every answer comes straight from your live QuickBooks — not a cached snapshot, not an estimate. If a payment came in this morning, Finlive knows.

Answers that actually help

Every response leads with the key number, adds context you didn't ask for, flags a risk if there is one, and suggests a clear next step.

Ask follow-up questions

&quot;And what about last month?&quot; Just ask. Finlive remembers the last 6 messages so the conversation flows like talking to someone who knows your books.

Multiple businesses

Running two companies? Switch between QuickBooks files with a single message — no re-login, no new tab. One WhatsApp, all your businesses.

You stay in control

We never see your QuickBooks password — ever. OAuth-only access means you grant it, you control it, and you can revoke it from QuickBooks in one click.

Finlive doesn't wait for you to ask.

Growth & Agency plans

Every Monday morning, your cash summary lands in WhatsApp — balance, what's due this week, what changed since last week. No question needed. Just clarity, before your week starts.

See plans

Simple, transparent pricing

Start free. Pay only when you're sure it's worth it.

A fractional CFO charges $150–$300/hr for the same questions Finlive answers in seconds — every day.

MonthlyAnnual 2 months free

Starter

One business

$190/yr

~$16/mo · 2 months free

  • 1 connected QuickBooks business
  • Unlimited questions
  • All 10 financial query types
  • Follow-up questions & conversation memory
  • Live QuickBooks data — never cached
  • WhatsApp delivery
  • 14-day free trial included
Start Free Trial

14-day free trial · No credit card

Most Popular

Growth

Multiple locations

$490/yr

~$41/mo · 2 months free

  • Up to 3 connected businesses
  • Everything in Starter
  • Automated weekly cash summary
  • 2 WhatsApp users per business
  • Priority support
  • 14-day free trial included
Start Free Trial

14-day free trial · No credit card

Coming Soon

Agency

Bookkeepers & fractional CFOs

$1490/yr

~$124/mo · 2 months free

  • Up to 10 connected businesses
  • Everything in Growth
  • Client-facing report delivery
  • Unlimited team members
  • Dedicated onboarding
  • Custom integrations on request
Join Waitlist

Launching Q3 2026 · Reserve your spot now

Each connected QuickBooks company counts as one business. Switch between them anytime — Finlive keeps them all in sync.

Frequently asked questions

Everything you need to know about Finlive.

Your first answer is 60 seconds away.

Connect QuickBooks. Text a question. Get the answer. No new app, no dashboard, no waiting.

Connect QuickBooks free — 14-day trial

No credit card required · Cancel anytime