complete cashflow management
Deliver a scalable cashflow advisory service to your clients
Tired of using one tool for credit control, another for cashflow forecasting and something else entirely to help clients get a loan?
With our forecasting, planning, funding and debtor management software, you can support more clients and grow your practice.
We know times are tough right now, so as a special lockdown promotion, if you sign up during February you can get free access to Fluidly for 12 months.
WHY USE FLUIDLY
Fluidly membership doesn’t just equip you with the tools to support your clients, it helps you promote and market every type of cashflow service, quickly and easily.
We keep things straightforward, providing your practice with four cashflow tools – Forecast, Plan, Fund and Chase – and the support to get new services off the ground.
Provide a wealth of value to your clients, and become their go-to trusted advisor, for very little cost. Attract new businesses with services your competitors can’t offer, and keep existing clients happier with more value for money.
Click on each product feature to find out more.
HOW FLUIDLY WORKS FOR ACCOUNTANTS
No more paying for and training your team on various apps and multiple subscriptions, and managing relationships with different account managers. With Fluidly’s Intelligent Cashflow service, get everything you need in one place.
When we first sync to your clients’ Xero or QuickBooks ledger, Fluidly breaks down their accounting data to look for patterns.
Fluidly works out your clients’ regular transactions, from how much customers pay and when, to supplier costs and bills, payroll and more – to predict future payment patterns.
Once you have the base forecast for a client, you can easily change its various elements, from which bank accounts to consider to an unexpected expense or contract win.
We help you get to grips with our tools when you join, then help you sell and market an Intelligent Cashflow service to your clients.
Once you’re happy, we make it easy to invite your entire client base to Fluidly – so you can use it together to provide cashflow support.
THE BENEFITS
Fluidly is your one-stop solution – with everything you need to know about your clients’ cash situation in a single app. Our tools help you take action too, whether it’s planning for every eventuality, getting clients’ invoices paid or funding their next move.
THE BENEFITS
Fluidly automates the complex, time-consuming tasks of cashflow forecasting. Our tools take minutes to build a forecast for each client, so you can get on with providing advice and helping more businesses. See how the forecast works here.
THE BENEFITS
Our tools help you find fast, tailored business funding for your clients in a compliant way. Instead of jumping through endless hoops, we make it easy to secure the best deal – so clients turn to you for funding advice rather than their bank. See how our funding platform works here.
THE BENEFITS
We’re by your side from day one, helping you make the most of our tools and roll out new services. We provide hands-on sales and marketing support alongside our award-winning tech, so you can hit the ground running and empower your team.
THE BENEFITS
By getting clients’ invoices paid and helping them plan with confidence, you become indispensable. Once you’ve laid the groundwork with these services, your clients will be more likely to turn to you for additional support, like finance, tax and other business advice.
Testimonials
What our clients and partners think, is what matters most to us.
When you tell clients what Fluidly can do, they realise – ‘that’s the product I need’.
The combination of artificial and human intelligence enhances our relationship with clients.
We’ve been partnered with Fluidly for almost a year now. Over this time we have seen huge development in the product and a true passion for listening to feedback. We recently sent a mailshot out to all of our clients, with an initial 25% take up
I’ve found monitoring my clients’ cashflow, debtors and creditors much easier with Fluidly. I love the changes they are constantly making, which makes our jobs so much easier. Our clients love it and it’s helping our clients greatly with cash and decision-making. Couldn’t do without Fluidly now!
Accountant and bookkeeper
Fluidly connects with your clients’ Xero or QuickBooks data to look for patterns. It then figures out who their customers are, how much they normally pay, and how frequently – to predict future payments.
After your clients’ base forecasts have been generated, it’s easy to make tweaks or edits, including which bank accounts the forecast considers.
We currently work with Xero and QuickBooks Online.
Accountants package Fluidly in various ways, including self-serve, outsourced and collaborative pricing models.
With the self-serve approach the client is set up for a flat fee, manages Fluidly independently and is charged the price of subscription each month.
An outsourced approach generally means the accountant manages Fluidly and provides periodic updates to the client. These sessions are charged by the hour and are usually monthly, but may also be quarterly.
We recommend a collaborative approach, which allows practices to add real value, showcase advisory skills and drives retention. In this instance, your practice might charge for the monthly cost of subscription or bundle it together with other tools.
3 easy steps to success
Once you’re all set up, we help you get in with the important stuff – like providing advice and reaching more of your clients. Here’s what you to expect when you join:
A marketing consultation with our team, which we use to create a co-branded marketing campaign designed to get your clients started with Fluidly.
Next we provide free training to get your whole practice up to speed with how Fluidly works.
After that, you have access to a Fluidly funding specialist who will manage the entire funding process, in a compliant, low-touch way.
Straightforward cashflow management to help business owners sleep better
20-22, Wenlock Road, London, N1 7GU
© 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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