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 modern, intuitive cashflow forecasting and management software powered by AI. We use accounting data to forecast and optimise business finances automatically in minutes, across your whole client base. Get started in minutes.

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

Stephen Paul, Valued Group

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

Gary Turner, Xero

“I feel more in control of my clients’ receivables and am seeing debtor days dropping by using Fluidly.”

Kate Heaney, Adaptas

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 >

Credit control automated reminders

Best in class credit control

Well-managed credit control is critical to healthy cashflow management. Fluidly’s automated credit control is another way to add value to your client base.

Whatever works: add value to your offering by introducing your clients to automated credit control so they can improve their cash collections. Alternatively provide a fully outsourced credit control solution.

Look like a superhero by getting your clients paid faster – plus save time doing it!

Find out more about credit control >

Credit control invoice status

Monitor all your clients in one place

It doesn’t matter which underlying 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.

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

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

book a demo

call 0207 611 1001

 

View our pricing >

 

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, QuickBooks Online and Sage.

 

How can I use Fluidly alongside my clients?

Accountants use Fluidly in a number of different ways with their own clients, ranging from fully outsourced credit control to provisioning client licenses for use by the end-customer.

The way in which Fluidly is offered by our partners is often determined by the service agreement in place, but irrespective of this, our Portfolio view affords users instant insights into their clients’ financial health, allowing you to drive timely and informed advisory conversations with your client base.

 

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.