Get financial answers without waiting on data teams

Build forecasts, analyze metrics, and create board reports. No tickets, no waiting.

Ask Livedocs to analyze monthly recurring revenue by cohort and segment...

Some ways Livedocs helps finance teams

Click any template to try it instantly with your own data.

MRR Analysis

Track monthly recurring revenue trends.

Budget vs Actuals

Compare planned vs actual spending.

Cash Flow Forecast

Predict future cash position.

Pricing Strategy Model

Optimize pricing based on market data.

Customer Lifetime Value

Calculate LTV by segment.

Unit Economics Analysis

Track profitability per customer.

Gross Margin Trends

Monitor profitability over time.

Financial Performance Report

Create board-ready financial reports.

If you're in finance, this probably sounds familiar

Join finance teams who move faster by answering their own data questions in seconds, not days.

Forecasts need constant updating with latest data\nVariance analysis is too time-consuming\nBoard reports require manual data compilation\nFinance shouldn't need engineering support\nBudgets and actuals live in different systems

  1. Connect your database (read-only)
  2. Ask or write a query (AI helps)
  3. Turn results into a chart or table
  4. Share a live dashboard with stakeholders

Your financial questions, answered in minutes

Build financial models and forecasts directly from your source of truth. Connect your ERP, CRM, and data warehouse, then analyze with SQL + AI or Excel-style formulas.

Frequently asked questions

Can Livedocs connect to our accounting software like QuickBooks or NetSuite?

Does Livedocs maintain audit trails for compliance?

Can I create financial reports and dashboards for the board?

Can Livedocs replace our complex Excel financial models?

Can we analyze data across multiple entities or subsidiaries?

Is Livedocs compliant with financial data regulations?

Simple pricing for everyone

Simple, transparent pricing with a free tier to get started

Free

For exploration

$0

FREE FOREVER

Get started

CheckmarkSolo (no additional members)\nCheckmark3 notebooks max\nCheckmark$5 AI credits cap (no pay-as-you-go)\nCheckmark4 GB RAM, 0.5 vCPU\nCheckmarkBasic datasources

Builder

For solo builders

$15

PER MONTH

Start with Builder\nCheckmarkSolo (no additional members)\nCheckmark5 notebooks max\nCheckmark$5 AI credits included, then pay-as-you-go\nCheckmark8 GB RAM, 2 vCPU\nCheckmarkBasic datasources only

Pro

For teams and serious data work

$30

PER MONTH

+$20/additional member\nStart with Pro\nCheckmarkUnlimited notebooks\nCheckmark$5 AI credits included, then pay-as-you-go\nCheckmark16 GB RAM, 4 vCPU\nCheckmarkAll datasources\nCheckmarkScheduling, Terminal, Collaboration

Custom

For enterprise teams

Let's talk

CUSTOM SOLUTIONS

CheckmarkOn-premise deployment\nCheckmarkSSO and custom authentication\nCheckmarkCustom images and machine profiles\nCheckmarkDedicated support and onboarding\nCheckmarkData project consulting

Data work that actually works

Livedocs gives your team data superpowers with just a few clicks.

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Start analyzing your data in minutes

Upload data and get charts, answers, and insights today.