Real questions. Instant answers.
Here's how small business owners use Finlive every day.
The weekly cash check
Monday morning. Before you commit to anything this week.
Log into QuickBooks, pull up bank feeds, and mentally tally what's coming in and out. Takes 15 minutes — usually skipped.
One text. 10 seconds. Exact balance, what's due this week, whether you have headroom — before you make a single decision.
What you'd text
“What's my cash balance and what payments are due this week?”
Before a client meeting
You're walking into a renewal negotiation — or a collections conversation.
You have a rough idea what they owe you. You'll look it up after the meeting. Or wing it.
Text their name on the way in. Get their outstanding balance, invoice age, and last payment — before you sit down.
What you'd text
“What does Apex Solutions owe me and when was their last payment?”
Payroll planning
Payroll hits Friday. It's Tuesday.
You're fairly confident you have the cash. But 'fairly confident' has burned you before.
Ask Finlive directly. Get a straight answer with your exact balance and what changes before Friday.
What you'd text
“Do I have enough cash to cover Friday's payroll of $18,400?”
End-of-month close
It's the first of the month. Your accountant asks how you think it went.
You wait for them to pull the reports. Or you spend 20 minutes navigating menus for a number that should take 10 seconds.
Ask for the P&L comparison before the call. Walk in with the numbers — margin, revenue delta, the works.
What you'd text
“Give me a P&L summary for this month vs last month.”
Tax prep time
Your accountant wants your expense breakdown before your tax prep meeting.
You spend an hour pulling and reformatting reports. Or you just send QuickBooks access and wait.
Ask Finlive for your top expense categories. Copy and paste. Done in 30 seconds.
What you'd text
“What were my top 5 expense categories this year?”
Multi-location business
You run two companies on separate QuickBooks files. Checking both usually means two logins.
Open QuickBooks, check one company, log out, log in again for the other. Or just skip the second one.
Tell Finlive which company you want. Switch with one message. All your books, one conversation.
What you'd text
“Switch to my Austin location. What's the cash balance there?”
Your question is probably on the list
Finlive handles 10 core financial query types — from cash balances to P&L comparisons, receivables aging to expense breakdowns. All on WhatsApp.
See all query types →Your first answer is 60 seconds away.
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