Who is Fluidly for?
I’m a small business
I’m an accountant
What is Fluidly & how does it work?
Cashflow forecasting has historically been a manual process carried out almost entirely in spreadsheets. The problem? Forecasts become almost instantly out of date.
Fluidly’s real-time software connects to your Xero or QuickBooks account and uses the data to automatically build a cashflow forecast in an easy-to-understand chart. No more modelling or stress – see your cashflow history, your opening cash position and predictions for the future.
And we don’t stop there. We help you plan for different scenarios and get cash in the bank, from chasing late payments to getting funding.
A solution to cashflow shortfalls
Be part of a new way of managing your cash.
See the complete picture to take the right actions
Before Fluidly, it was difficult for businesses to keep track of their cash. You had to painstakingly record all the money coming in and out of your business into a spreadsheet, and as soon as you’d finished something would change (like someone would pay you late) and the whole thing wouldn’t work.
Fluidly is straight up awesome. We’ve been waiting for a cashflow tool aimed at smaller businesses, linking to Xero, without the behemoth price tag, for years. Fluidly has allowed us to extend our core tech stack to clients, with no additional cost thanks to Fluidly Starter, allowing us to stand head and shoulders above other firms in terms of service offering. Being able to really help clients look to the future, especially now, is an absolute necessity.
For many years I’ve been creating time-consuming spreadsheet-based forecasts for my clients, constantly adjusting and maintaining them, which was immensely frustrating. Fluidly’s AI application to Xero and QuickBooks data to generate sensible forecast assumptions is exactly the technology I needed to elegantly solve the problem. I believe that cashflow projections are the primary tool needed by SMEs, so Fluidly is now an indispensable component of my clients’ accounting eco-systems.
As a small business we are always juggling the needs of the business with limited resources. I feel more comfortable that nothing will go unnoticed since we started using Fluidly, confident in the knowledge that it will alert me to any issues with the companies finances.
The time is now
Easy cashflow forecasting to help business owners sleep better
© 2020 Fluidly Ltd is registered in England and Wales under Company Registration number 10402874. We are Authorised and Regulated by the Financial Conduct Authority as a Credit Broker under the firm reference number 844093 and as an Account Information Services Provider under the firm reference number 791669. Please note we are a credit broker and NOT a lender.
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