A new way of thinking about cashflow

Funding, forecasting, planning and invoice-chasing in one solution

Fluidly is fundamentally rethinking the way businesses plan and manage their finances, from cashflow to funding.

So whether you’re a business looking for an effortless way to keep on top of your cash, or an accountant who wants to better serve their clients – we can help.

I’m an accountant

Enquire now
Quickbooks 5 Star

What is Fluidly & how does it work?

Real-time, intelligent finance insights you can trust

Cashflow forecasting has historically been a manual process carried out almost entirely in spreadsheets. The problem? Forecasts become almost instantly out of date.

Hassle Free


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.

We’re growing fast!

Be part of a new way of managing your cash.

Year Started
Accounting Partners
Connected Businesses

See the complete picture to take the right actions

An all-in-one cashflow management platform

Connect your Xero or Quickbooks ledger and see your forecast instantly

Raw data is changed into useful insights that are easy to digest

See the impact of adjusting costs or revenue

Our credit control tool helps you collect what’s owed to you

Get tailored, pre-qualified funding offers in 30 seconds

Chat to the Fluidly team with any questions you have

Spreadsheets are good

But this is better

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.

Plus, spreadsheets can’t tell you what to do next, or give you the tools to do it.

Our software answers the three fundamental questions business owners need to know when it comes to cashflow: what? so what? and now what?


Understand what’s going on in your business, with a forecast that’s always up to date.

So What?

Change raw data into useful insights. We tell you why you might reach a cash crunch, and what to do, i.e. chase a late payment.

Now What?

We give you the tools you need to carry out the actions identified, from collecting debts to comparing the best funding options for your business.


Not our words

What our clients and partners think, is what matters most to us.

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.

Sean Toomer
Founder - Diverso

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.

Thomas J Hart FCA
Director - Eildon Management & Finance

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.

Daniel Jarrett
FD - Born Social

The time is now

Start planning with confidence

Keep an eye on your cash position and get the tools you need to make smart business decisions.
Try Fluidly for free today

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