Financial answers in seconds.
Here's how.
From QuickBooks connection to WhatsApp clarity in under a minute.
Three steps. That's it.
Connect QuickBooks
One-time OAuth connection. Takes 60 seconds. No passwords shared — just secure, revocable access to your live data.
Connect QuickBooks
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.
Save the Finlive number
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.
Ask anything, get answers in seconds
What you can ask
Finlive handles 10 core financial query types. Here are the kinds of questions it answers instantly.
Cash Balance
“What's my cash balance right now?”
Finlive replies:
You have $24,850 in checking right now. Payroll of $8,200 hits Friday — you'll drop to ~$16,650, which is still healthy.
Profit & Loss
“What's my profit this month vs last month?”
Finlive replies:
Revenue this month: $84,200 (+18% vs last month's $71,400). Expenses: $52,100. Net profit: $32,100 — 38% margin.
Balance Sheet
“Give me a quick balance sheet summary.”
Finlive replies:
Total assets: $142,800. Total liabilities: $38,400. Owner's equity: $104,400. Debt-to-equity is 0.37 — solid position.
Cash Flow
“How's my cash flow looking this quarter?”
Finlive replies:
Operating cash flow Q1: +$41,200. Two large vendor payments totaling $12,000 are pending this week. Net still positive.
Accounts Receivable
“Who owes me money and how overdue are they?”
Finlive replies:
3 clients owe $26,400 total. Apex Solutions: $8,400 (47 days overdue). Ridge Co: $11,200 (14 days). Fresh invoices: $6,800.
Accounts Payable
“What bills do I need to pay this week?”
Finlive replies:
4 bills due this week: $7,840 total. Largest: AWS $2,100 (due Thursday). Nothing overdue — you're in good shape.
Top Customers
“Who are my top 5 customers by revenue?”
Finlive replies:
1. Apex Solutions — $84,200 YTD. 2. Ridge Co — $61,500. 3. Harlow Group — $44,800. 4. Vance LLC — $38,100. 5. Patel & Co — $29,400.
Expense Breakdown
“What am I spending the most money on?”
Finlive replies:
Top 5 this month: Payroll $38,400 · Rent $6,200 · Advertising $4,100 · Software $2,800 · Travel $1,900.
Invoice Status
“Show me all overdue invoices.”
Finlive replies:
12 open invoices totaling $44,600. 3 are overdue (47+ days). Oldest: Apex Solutions, $8,400, due 47 days ago. Want me to summarize them?
Comparisons
“How does this month compare to last year?”
Finlive replies:
This month: $84,200 revenue. Same month last year: $63,700. That's +32.2% YoY growth. Expenses are up 12% — margin is expanding.
Every answer follows a proven format
The 4-Rule Response Framework ensures every answer is immediately useful — not just informative.
Lead with the number
"You have $24,850 in checking."
Every response starts with the exact number you asked about. No hunting. No scrolling.
Add an insight you didn't ask for
"Payroll hits Friday ($8,200)."
Relevant context that changes what you do with the number — surfaced automatically.
Flag a risk or opportunity
"You'll drop to ~$16,650 — still healthy."
Finlive interprets the data so you don't have to. Risks and opportunities, spelled out plainly.
Offer a next step
"Want me to alert you if it drops below $10k?"
Every answer ends with a concrete option to go deeper — because knowing is just the first step.
Your data stays yours
Finlive uses QuickBooks OAuth — we never see your password. All access tokens are encrypted with AES-256-GCM via AWS KMS. Read-only access, revocable anytime.
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