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Accountant & Bookkeeper FAQs
How does fluidly work with my accounting software?
Your accounting software gives a record of the past, Fluidly is for the financial future. Fluidly uses machine learning and Artificial Intelligence to help to analyse and learn from historic cash movements to highlight threats and maximise opportunities. We pass all this great knowledge onto you to help you build valuable relationships with your clients!
Which accounting software packages do you integrate with?
We currently work with Xero and QuickBooks Online.
How can I use Fluidly alongside my clients?
Accountants use Fluidly in a number of different ways with their own clients, ranging from self-serve, outsourced and collaborative pricing models.
Self-serve: The client is set up for a flat fee, manages Fluidly independently and is charged the price of subscription each month.
Outsourced: 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.
Collaborative: The recommended approach, which allows practices to add real value, showcase advisory skills and drive retention. In this instance, the accountancy charges for periodic updates and the monthly cost of subscription.
What does fluidly membership include?
The Fluidly membership is centered around three key pillars
Support – free AI-powered cashflow forecasts for your whole client base to help them make better financial decisions.
Engage – free consultations providing data, insights and a personalised marketing toolkit to bring your clients on board
Deliver – Full training to help your whole team provide best in class cashflow advice to the businesses you serve
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