About Rize Education

Rize Education partners with small private colleges across the U.S. to launch career-oriented degree programs. Their mission is to help students find strong pathways after college, while enabling institutions to expand offerings in high-demand fields.

Myles McGinley joined as Head of Finance, bringing investor experience and a mandate to professionalize finance after Rize’s Series A.

The Challenge

When Myles stepped in, Rize’s financial backbone was a patchwork of Excel and Google Sheets. Metrics like ARR, Gross Revenue Retention, and Burn Multiple were tracked manually. Data lived inside QuickBooks, but extracting it meant copy-pasting exports, fixing broken formulas, and spending hours reformatting.

The process slowed the company’s ability to operate with discipline. Teams couldn’t reliably see how they were tracking against plan, and investors didn’t have a clear view of performance. As Myles put it:

“We had a spiderweb of spreadsheets. Copy-pasting from QuickBooks was archaic — and I was spending hours just getting data in the right shape instead of analyzing it.”

Rize needed a way to automate reporting, ensure accuracy, and build an operating model that could scale with the business without expanding the finance headcount.

Why LiveFlow

Myles set out to find a solution to bring GL data directly into Google Sheets, feeding forecasts and KPIs automatically instead of relying on copy-paste exports from QuickBooks.

When he found LiveFlow, the fit was immediate. Implementation took minutes: connect QuickBooks once, drag-and-drop sub-accounts into roll-up categories, and hit refresh to see the results. With a single setup, his historicals, income statement, and balance sheet all updated automatically.

“It was an immediate snap in my head — this is exactly what I need. The numbers I want in my historicals just update when they’re ready.”

Results

By adopting LiveFlow, Myles replaced a web of spreadsheets with a single source of truth in Google Sheets. Rize’s operating model updates automatically, sub-accounts roll up cleanly to executive-level categories, and monthly department reviews run on fresh, accurate numbers.

Looking Ahead

Rize plans to grow from ~150 university partners today to more than 500, scaling toward $100M+ in annual revenue. For Myles, the philosophy is clear: keep finance lean, automate aggressively, and focus on accelerating decisions.

“If you don’t have automated systems like LiveFlow, you’re likely falling behind — missing opportunities to put the next marginal dollar in the right place and give your team the data they need.”

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