What LiveFlow does

LiveFlow is an AI-native agentic accounting and ERP platform that targets multi-entity mid-market finance teams, with operational headquarters in New York and legal entities in the US (LiveFlow Inc., Redwood City, CA) and the UK (LiveFlow Ltd., London). The company was founded in 2021, is privately held and venture-backed (approximately $20.8M raised across seed, a 2022 round, and a $13.5M Series A led by Valar Ventures in September 2024), employs 51–100 people distributed across 20+ countries, and claims 6,000+ business customers spanning construction, healthcare, food & beverage, private equity, technology, real estate, and nonprofit verticals. Named logos include Crumbl Cookies, ETS Performance, Milk Moovement, Yuzu Health, Beyond Group, Edge Realty, Nelo, Kalshi, Y Combinator, LevelJump Healthcare, Misen, Aleph Ventures, and Lupus Research Alliance.

The platform centers on Flow, an AI-native ERP launched in February 2026 that combines a multi-entity general ledger, AP/AR, multi-currency consolidation, intercompany eliminations, and FP&A into a single system, with eight named AI agents (Orchestrator, Closer, Reporter, Reconciler, Bill Handler, Categorizer, AR Clerk, Consolidator) coordinating the close. The agents run on a multi-LLM backbone (OpenAI, Google Gemini, Anthropic) selected per use case, supported by a per-customer learning loop that improves categorization and reconciliation accuracy over time. Flow sits alongside the legacy LiveFlow FP&A product line (Consolidation, Dashboards, FinanceIQ budgeting, LiveFlow for Google Sheets, and LiveFlow for Excel), with native two-way integrations into BILL (AP/AR), Ramp (spend), Plaid (open banking via FCA-authorised Plaid Financial Ltd.), more than a dozen payroll/HR systems (Gusto, ADP, Rippling, Paylocity, Deel, Paychex, Justworks, Paycor, Human Interest, Workforce, Payday Payroll, ECCA), and vertical tools (BuilderTrend, Procore, Toast, Square). Migration is positioned as a median of 1 minute 56 seconds per entity with full transactional history and attachments, and most teams go live within 11 days — explicitly contrasted with the 6–12 month legacy ERP implementation cycle.

The go-to-market is sales-led and demo-driven, targeting US mid-market CFOs and controllers with a quote-based, all-inclusive subscription that bundles multi-entity consolidation, FP&A, AI agents, intercompany workflows, unlimited entities and users, white-glove implementation, and full data migration into a single price — with no module marketplace or hidden add-on fees. Distribution combines a direct demo funnel, a Phoenix field office (opened December 2025) and a London UK/EEA entity, embedded listings in the Google Sheets and Microsoft Excel marketplaces, and a thin partner layer across the integration catalog. The company is SOC 2 Type II (and Type I) compliant, GDPR-aligned via LiveFlow Ltd. as UK/EEA data controller, and CCPA-aligned for US-state residents, and serves customers in 160+ currencies.

Name

LiveFlow

Legal name

LiveFlow Inc.

Website

https://liveflow.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

51–100 employees

Short description

LiveFlow is an AI-native agentic accounting and ERP platform serving 6,000+ multi-entity mid-market businesses with eight named AI agents that automate consolidation, close, AP/AR, intercompany eliminations, and FP&A across 160+ currencies, distributed via a sales-led, quote-based subscription.

Ownership category

akta.pro rank

Product category

Cloud Accounting & FP&A Software

NAICS

Software Publishers (513210), Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI)

akta.pro secondary industry

Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)

Keywords

• Multi-entity accounting software
• AI-native ERP platform
• Financial consolidation software
• Agentic accounting platform
• FP&A automation software

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices10 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure, Others

Revenue model

1. SaaS subscription — Flow ERP: Subscription-based pricing for Flow ERP with all features (multi-entity consolidation, FP&A, AI agents, intercompany workflows, unlimited entities, unlimited users, white-glove implementation, full transactional data migration) included at a single quoted price with no add-ons or module marketplace.
2. SaaS subscription — LiveFlow FP&A: Subscription for the LiveFlow FP&A product (Consolidation, Dashboards, FinanceIQ, LiveFlow for Google Sheets, LiveFlow for Excel) priced on a tailored, quote-based model — pricing is 'tailored to what you need'.

Pricing tiers

Go-to-market motion1 record

Distribution channels7 records

Marketing channels10 records

Core offering

LiveFlow builds AI-native accounting and FP&A software for multi-entity mid-market companies. Its flagship Flow product is an agentic ERP platform in which eight specialized AI agents (Orchestrator, Closer, Reporter, Reconciler, Bill Handler, Categorizer, AR Clerk, Consolidator) automate multi-entity general ledger, AP/AR, intercompany eliminations, and financial close. The legacy LiveFlow FP&A suite adds consolidation, dashboards, AI-driven budgeting (FinanceIQ), and live data sync to Google Sheets and Excel.

Product overview

LiveFlow offers a platform-plus-modules architecture split across two main product lines. The newer line, Flow, is an AI-native ERP and Agentic Accounting platform that unifies general ledger, AP/AR, multi-entity consolidation, intercompany eliminations, and FP&A into a single system run by eight specialized AI agents coordinated by an Orchestrator; it is positioned as a replacement for QuickBooks Online and NetSuite for multi-entity mid-market finance teams. The legacy line, LiveFlow FP&A, is a multi-entity financial planning, consolidation, reporting, and budgeting automation platform that sits on top of a customer's existing accounting system (no ERP switch required) and comprises four named sub-products: LiveFlow Consolidation, LiveFlow Dashboards, FinanceIQ (the budgeting module launched October 2025 with AI-driven forecasting), and the LiveFlow for Google Sheets and LiveFlow for Microsoft Excel add-ons that push live data into spreadsheets. Industry pages target Construction, Healthcare, Food & Beverage/Franchises, Private Equity, and Technology verticals, and integrations span BILL, Ramp, payroll/HR systems, construction tools (BuilderTrend, Procore), payments/POS (Toast, Square), and Plaid for open banking. The pricing page presents one inclusive plan covering multi-entity consolidation, A/P & A/R reporting, budgeting & forecasting, cash flow forecasting, and project reporting.

Differentiator

Problem solved

Functional benefit

Brands

• Flow: AI-native ERP platform launched in February 2026, designed for established businesses with complex multi-entity operations, consolidating accounting and FP&A functions.
• LiveFlow FP&A
• FinanceIQ

Products and services

• Flow (Agentic ERP / AI-Native ERP) AI-native ERP and Agentic Accounting platform that combines a multi-entity general ledger, AP/AR, multi-entity consolidation, intercompany eliminations, and FP&A into a single system run by eight specialized AI agents coordinated by an Orchestrator. Designed as a replacement for QuickBooks Online and NetSuite for multi-entity mid-market companies in construction, healthcare, real estate, and food & beverage.
• LiveFlow FP&A The original LiveFlow product, a multi-entity FP&A and reporting automation platform that consolidates real-time financial data from various sources. Automates consolidation, reporting, and budgeting on top of the customer's existing accounting system without requiring an ERP switch. Sits beneath Flow as the legacy/original product line.
• LiveFlow Consolidation Sub-product module under LiveFlow FP&A for multi-entity consolidation. Provides intelligent drag-and-drop chart-of-accounts mapping, one-click intercompany eliminations, consolidation in 160+ currencies with custom FX rates, partial-entity ownership support, and CFO/board-ready consolidated reports.
• LiveFlow Dashboards Sub-product module under LiveFlow FP&A for building and sharing financial dashboards. Provides drill-down from high-level analytics to transactional detail, real-time publishing, dashboard snapshots, and chart-building without formulas.
• FinanceIQ Budgeting platform launched October 2025 as an addition to the LiveFlow FP&A suite. Features account-level ownership assignments, spreadsheet upload workflow, approval flows feeding a master budget, AI-driven forecasting, and department-level budget vs. actuals.
• LiveFlow for Google Sheets Sub-product that syncs LiveFlow accounting and FP&A data into Google Sheets in real time. Auto-updates GL accounts and chart-of-accounts changes, enables drill-down from any number to the underlying transaction, and lets non-finance teams view live data without ERP access.
• LiveFlow for Microsoft Excel Sub-product that syncs LiveFlow accounting and FP&A data into Microsoft Excel with live updates. Mirrors the Google Sheets version, allowing teams to view and model financial data in Excel without touching the underlying ERP.

Quantifiable outcome

• Median migration time of 1 minute, 56 seconds per entity (vs 6–12 month legacy ERP implementations)
• +10 more outcomes

Named customers19 records

Segments7 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration21 records

AI capability10 records

Feature9 records

Partnerships

26 partnerships are on record, tiered flagship native integration, core infrastructure partner, core payments infrastructure, core ai infrastructure, core product surface (liveflow for google sheets), core product surface (liveflow for excel), vertical integration (construction), vertical integration (f&b / payments & pos), vertical integration (payments & pos), standard payroll integration and marketing analytics vendor.

• BILLflagship native integrationTechnology or IntegrationNative, real-time, two-way AP/AR sync between BILL and Flow: bills, invoices, vendor records, credits, approvals, voids and refunds sync into Flow's general ledger automatically with multi-entity and intercompany support.
• Rampflagship native integrationTechnology or IntegrationNative, real-time, two-way sync between Ramp and Flow: transactions, bills, memos, receipts and lifecycle events (refunds, voids) sync into Flow, and updates in Flow propagate back to Ramp.
• Plaid Financial Ltd.core infrastructure partnerTechnology or IntegrationLiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an FCA-authorised payment institution regulated under the Payment Services Regulations 2017. Plaid provides regulated account information services (balance, transaction and merchant data) through LiveFlow.
• Stripecore payments infrastructureTechnology or IntegrationStripe acts as LiveFlow's third-party payment processor for customer transactions; LiveFlow does not store payment card numbers on its systems.
• OpenAIcore ai infrastructureTechnology or IntegrationOpenAI provides LLM APIs used by Flow's AI agents for transaction categorization, reconciliation, reporting and other workflow automation; chosen per use case for best output quality.
• Google (Gemini)core ai infrastructureTechnology or IntegrationGoogle Gemini LLM APIs are used by Flow alongside OpenAI and Anthropic, selected per use case to optimize output quality.
• Anthropiccore ai infrastructureTechnology or IntegrationAnthropic LLM APIs are used by Flow alongside OpenAI and Google Gemini, selected per use case to optimize output quality.
• Google (Google Sheets)core product surface (liveflow for google sheets)Technology or IntegrationLiveFlow for Google Sheets syncs live accounting data into Google Sheets for budgeting, reporting and dashboards with dynamic chart-of-accounts and drill-down.
• Microsoft (Excel)core product surface (liveflow for excel)Technology or IntegrationLiveFlow for Microsoft Excel brings live financial data into Excel models with drill-down to transaction-level detail.
• BuilderTrendvertical integration (construction)Technology or IntegrationConstruction-industry integration listed in LiveFlow's Featured Integrations directory under the Construction category.
• Procorevertical integration (construction)Technology or IntegrationConstruction-industry integration listed in LiveFlow's Featured Integrations directory under the Construction category.
• Toastvertical integration (f&b / payments & pos)Technology or IntegrationPayments & POS integration listed in LiveFlow's Featured Integrations directory for restaurant / F&B customers.
• Squarevertical integration (payments & pos)Technology or IntegrationPayments & POS integration listed in LiveFlow's Featured Integrations directory.
• Paylocitystandard payroll integrationTechnology or IntegrationPayroll & HR integration listed in LiveFlow's Featured Integrations directory for syncing payroll data into the general ledger.
• Deelstandard payroll integrationTechnology or IntegrationPayroll & HR integration listed in LiveFlow's Featured Integrations directory.
• Ripplingstandard payroll integrationTechnology or IntegrationPayroll & HR integration listed in LiveFlow's Featured Integrations directory.
• ADPstandard payroll integrationTechnology or IntegrationPayroll & HR integration listed in LiveFlow's Featured Integrations directory.
• Gustostandard payroll integrationTechnology or IntegrationPayroll & HR integration listed in LiveFlow's Featured Integrations directory.
• Paychexstandard payroll integrationTechnology or IntegrationPayroll & HR integration listed in LiveFlow's Featured Integrations directory.
• Justworksstandard payroll integrationTechnology or IntegrationPayroll & HR integration listed in LiveFlow's Featured Integrations directory.
• Paycorstandard payroll integrationTechnology or IntegrationPayroll & HR integration listed in LiveFlow's Featured Integrations directory.
• Human Intereststandard payroll integrationTechnology or IntegrationPayroll & HR integration listed in LiveFlow's Featured Integrations directory.
• Workforcestandard payroll integrationTechnology or IntegrationPayroll & HR integration listed in LiveFlow's Featured Integrations directory.
• Payday Payrollstandard payroll integrationTechnology or IntegrationPayroll & HR integration listed in LiveFlow's Featured Integrations directory.
• ECCAstandard payroll integrationTechnology or IntegrationPayroll & HR integration listed in LiveFlow's Featured Integrations directory.
• Google Analyticsmarketing analytics vendorTechnology or IntegrationGoogle Analytics is used to help understand engagement with LiveFlow's website, with opt-out available via the Google Analytics browser plug-in.

Scale indicators17 records

Recent moves7 records

Expansion highlights7 records

Direct peers

• NetSuite (Oracle): Oracle's cloud ERP suite; the dominant mid-market cloud ERP that Flow is explicitly positioned to displace. Comparable multi-entity consolidation (via OneWorld), FP&A, and general-ledger functionality, but LiveFlow contrasts on AI-native architecture, migration speed, and all-inclusive pricing.
• Sage Intacct: Cloud financial management platform built for multi-entity mid-market finance teams; closest direct competitor on multi-entity consolidation, intercompany, and core accounting. LiveFlow differentiates via AI agentic close and faster migration.
• QuickBooks Online (Intuit): Dominant small/mid-market accounting platform that Flow explicitly targets customers 'outgrowing.' Overlaps on bookkeeping, basic consolidation, and reporting, with LiveFlow positioned as the next step before NetSuite/Sage.
• Xero: Cloud accounting platform for SMBs and mid-market, particularly strong with multi-entity and add-on ecosystem. Comparable core accounting and reporting functionality; LiveFlow differentiates on multi-entity consolidation depth and AI-driven close.

Broad incumbents

• Microsoft Dynamics 365 Finance: Microsoft's enterprise/mid-market ERP with global multi-entity, multi-currency consolidation. Competes for the same multi-entity mid-market finance buyer but as part of a much broader Microsoft business applications suite.
• Ramp: Spend management and corporate-card platform with real-time accounting sync and growing AI features. Overlaps with Flow on AP automation, GL sync, and AI categorization, but not a full ERP replacement.
• BILL: AP/AR and spend automation platform that is also LiveFlow's flagship integration partner. Overlaps on bill pay, vendor management, and accounting automation but does not provide a general ledger or close automation stack.

Emerging players

• Mosaic: FP&A platform focused on SaaS and tech companies with budgeting, forecasting, and reporting. Competes most directly with LiveFlow's FP&A and FinanceIQ modules rather than the full Flow ERP.
• Fathom: Reporting, consolidation, and FP&A tool for accounting practices and SMBs using Xero/QuickBooks. Overlaps with LiveFlow Consolidation and Dashboards for smaller multi-entity use cases.
• Rillet: AI-native accounting platform targeting SaaS finance teams with automated close and revenue recognition. Closest emerging direct peer in the agentic-AI accounting category, though smaller and more SaaS-focused than LiveFlow's broader vertical mix.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/LiveFlow_com
• LinkedInlinkedin.com/company/liveflow

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds4 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LiveFlow