Intelligent Advisors

Cashflow software for accountants

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“We believe that the Fluidly team is building a cashflow forecasting product that will change the world.”

Steven Kühn, Head of Software Solutions,
Baldwins

Fluidly is an AI-powered cashflow forecasting and management tool. We use accounting data to forecast and optimise business finances automatically in minutes, across your whole client base.

But it’s not just software we produce. Fluidly members get access to CPD-certified training, a bespoke marketing toolkit and full guidance on delivering cashflow services.

“An excellent tool – feels like a natural part of the business rather than software that has been bolted on.”

Stephen Paul, Valued Group

“Fluidly enables an up-sell of more enhanced advisory services, by offering a more detailed forecast and continued real-time monitoring.”

Jonathan Bareham, Director & Co-founder, Raedan

“Our accountants are armed with valuable insight without spending hours configuring or creating reports.”

Steven Kühn, Baldwins

Cashflow Forecasting Graph

Produce cashflow forecasts in minutes, not days

Our favourite thing about our AI-powered cashflow forecast – it’s speedy and scalable. Automagically produce a baseline cashflow forecast for all of your clients.

Fluidly gives detailed cashflow forecasts ready to share with your clients and start an advisory conversation.

No time modelling in spreadsheets, no lengthy set-up. Just intuitive, instant forecasting that’s always up to date.

Find out more about cashflow forecasting >

Identify what to do next

Fluidly goes beyond answering ‘What?’ has happened in your clients’ businesses, and moves onto the more complex questions of ‘So what?’ and ‘Now what?’.

It doesn’t matter which accounting system your clients use; Fluidly allows you to monitor them all in one place, so you can easily spot issues and pre-empt advisory opportunities.

Easily understand the cash position of all your clients and access the data you need to offer the right advice to your clients, strengthening your relationships.

Credit control invoice status

Grow your business

The Fluidly membership doesn’t just include access to software. We provide CPD-certified training, a bespoke marketing toolkit and full support in delivering cashflow advice to your clients.

Future-proof your practice by combining the power of automation, cloud accounting and AI.

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Ready for automagical cashflow management? Book a conversation to find out more.

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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

Our awards and nominations:

Nesta Open Up Challenge Finalists 2018

Shortlisted for Forecasting, Planning & Analysis app of the year 2018

Shortlisted for Innovation of the year 2018

Fintech50 Hot10 2018

Emerging App Partner of the Year Winner

Some of our accounting partners

Accounting firms big and small trust us to provide them with cashflow management.