Intelligent Advisors

Fluidly helps you provide the best service for your clients.

 

Call +44 (0)20 7611 1001

 

“Fluidly is one of the true disruptors of the Fintech industry, so we’re really excited about working together.”

Gary Turner
UK co-founder and Managing Director, Xero

Intelligent credit control

Get your clients paid faster and offer outsourced credit control services with Fluidly’s enterprise-grade solution.

Automated cashflow forecasting

Forecast cashflow from transaction-level detail built from actual ledger information. Machine-learning predicts actual payment behaviour for a direct cashflow forecast which constantly updates automatically.

Portfolio view

See how your clients compare! Continuously monitor their performance so you know who needs your advice most.

Become a Fluidly partner today

Get in touch to arrange a personalised demo and discuss how Fluidly can work with you. We offer practice pricing across multiple organisations.

 

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