LIAISON FINANCE

FinTech & B2B Automation

for Business

for Ecommerce

for Corporate

for Startup

for Business

We Don’t Just Analyze – We Build Operating Financial Systems

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Example of Finance system

Operational Efficiency

Reduce manual work by 30–45%
Automated reporting and analytics
Minimized human error and data loss

Financial Transparency

End-to-end P&L in real-time
Accurate Unit Economics
Action-level control over profit/loss points

Investment Readiness

Full transparency for investors
Ready-for-deal M&A structure
Increase company valuation by 15–40%

The System Includes

We design systems of any complexity, including systems for your clients, ensuring full protection and data accuracy

Unit Economics

Key metrics for product profitability and growth drivers
Real-time profitability tracking and growth insights for every product or service

ML Report

AI insights on traffic, ads, and conversion efficiency
AI-powered analysis of marketing channels and traffic with predictive forecasting

Control Panel

One place to track funnels, KPIs, and budgets
A centralized hub for funnels, goals, budgets, and performance tracking

Financial Model

Valuation tool with growth and EBITDA scenarios
Comprehensive company valuation model with EBITDA and growth strategy scenarios

Entrance & Out

Digital records for reliable cash in/out tracking
Automated digitization of receipts and statements to build a reliable financial base

DDS & P&L

Ready profitability and financial performance reports
Ready-to-use profitability and financial performance reports

Custom CRM

Tailored CRM with integrated telephony and no-code tools
Seamless integration of telephony, CRM, and no-code solutions tailored to your audit

Custom tables

Dashboards adapted for execs, marketers, and finance teams
Role-specific dashboards for executives, marketers, and accountants

Key Stages

A structured methodology designed to ensure transparency, data-driven decisions, and measurable business growth

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01

Audit & Discovery

Actionable insights to optimize finance, marketing, and operations
– Gain full visibility into existing data, processes, and reports;
– Uncover hidden risks and untapped growth potential;
– Select and integrate the most effective tools for your business (CRM, telephony, ML analytics).
02

System Architecture

Robust, self-sufficient financial and marketing system ready for strategic decision-making
– Build a clear architecture linking all data, tables, and business logic;
– Design custom dashboards connecting departments for seamless workflow.
03

Integration & Automation

Single, efficient system that frees your team from manual work and enables data-driven decisions
– Seamlessly import and transform all business data;
– Connect expenses, revenue, traffic, and ROI for full visibility;
– Automate repetitive tasks to save time and minimize errors.
04

Optimization & Handover

Fully transparent, controllable, and scalable financial and marketing system
– Training your team to operate the system efficiently
– System handover with post-implementation support
Financial Model
ML Marketing

Understand Your Business, Scale with Confidence

– Company valuation (pre-/post-money);
– Preparation for M&A or investment rounds;
– Strategic planning for 12–36 months;
– Risk forecasting and cash flow management;
– Real-time tracking of Unit Economics.

Models:

P&L by Segment

Revenue, payroll, expenses, EBITDA, margin

Unit Economics

Customer acquisition cost (CAC), ROI, LTV, breakeven, payback period

Balance Sheet

Overview of company resources and obligations

Discounted Cash Flow

Valuation based on projected cash flows and present value calculations

See What Works, Scale What Matters

– Automated end-to-end funnels;
– Forecasting based on historical and real-time data;
– ML-driven budget allocation according to ROI;
– Recommendation system: where and why to invest in marketing.

Models:

Marketing Dashboard

Tracking campaigns, leads, conversions, and performance metrics

Control Panel Marketing

Real-time marketing panel with daily and weekly metrics

Smart Tariffs

Liaison fully integrates into your workflows, providing long-term support, quality control, and rapid issue resolution

System Rental

€1 200 per month

Free consultation
Platform access
Team support
Financial models, unit economics, marketing reports and visual dashboards
Monthly updates and fix bugs
Custom tables, CRM integrations, dashboards and team training
Support of using the system
Daily team involvement
Full support of all processes, tables, integrations, and company materials

Ideal for companies that need a ready-to-use tool with minimal ongoing support

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Managed System

€1 800 per month

Free consultation
Platform access
Team support
Financial models, unit economics, marketing reports and visual dashboards
Monthly updates and fix bugs
Custom tables, CRM integrations, dashboards and team training
Support of using the system
Daily team involvement
Full support of all processes, tables, integrations, and company materials

Liaison becomes your dedicated partner, providing continuous support and adapting the system to your company’s evolving needs

Get 7 Days Free

Full Partnership

from €2 400 per month

Free consultation
Platform access
Team support
Financial models, unit economics, marketing reports and visual dashboards
Monthly updates and fix bugs
Custom tables, CRM integrations, dashboards and team training
Support of using the system
Daily team involvement
Full support of all processes, tables, integrations, and company materials

Ideal for companies seeking full-scale, long-term operational support

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Book a Personal Consultation

«Let's create financial and marketing matrices for your business to reduce manual work by 30–45% and gain full transparency into your data»

Egor Miltzenmacher

Egor Miltzenmacher

CFO, Liaison Finance

• Strategist in finance, M&A, and marketing with hands-on experience in B2B projects and corporate growth;
• Managing European companies with €500K+ annual turnover;
• B2B projects with investment partners on deals up to €15M;
• Focus on automation, company valuation, end-to-end analytics, and Unit Economics systems.

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Real Clients, Business Results

After one month with us, you become a partner for life

Ilnostro

The ecosystem of fashion-tech

Challenges:
Disconnected spreadsheets
Lack of financial control
High marketing expenses without clear metrics
Solutions:
Implemented P&L and Unit Economics tracking
Set up automated reporting
Linked marketing spend to leads and ROI
+42% revenue growth
-33% traffic churn
+19% margin improvement
Download presentation

Europe

Drum Class Network

Education

Challenges:
Complete chaos in Excel
Lack of clarity on departmental efficiency
High error rate in reporting
Solutions:
Built a centralized financial system
Automated funnels and analytics
Trained admins to use the tools effectively
+29% revenue growth
+Management automatization
+Simplified hiring and oversight

Central & Eastern Europe & South America

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Frequently Asked Question

Who can use this system?

▾
Any B2B business looking to automate finance, marketing, and reporting—whether a fast-growing startup or a mature company.

How fast will I see improvements?

▾
Most clients see measurable efficiency and transparency gains within 60 days.

Do I need technical skills?

▾
No. The system is user-friendly, with training and ongoing support included.

How does it make finances transparent?

▾
Live dashboards, real-time P&L, and precise unit economics give full visibility into profitability and growth opportunities.

Can it work with my existing tools?

▾
Yes. Integrates smoothly with CRM, telephony, ad platforms, and other systems for automated, error-free reporting.

Is it useful for investors or M&A?

▾
Absolutely. Provides structured, ready-for-investor data to support deals, due diligence, and increased company valuation.

Do you have other questions?
Get answers at a consultation!

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