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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?
Fluidly makes everything simpler.

With our forecasting, planning, funding and debtor management software, you can support more clients and grow your practice. 

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WHY USE FLUIDLY

What you get with the Fluidly membership

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.

Forecast

We take data from your Xero or QuickBooks account to create a base forecast that’s always up-to-date.

Plan

Once your forecast is set up, use Plan to easily model the impact of different scenarios on your cashflow.

Fund

If your business is looking low on cash, get tailored, pre-qualified funding offers to help your business survive or grow.

Chase

Chase helps you get money in the bank, fast, by helping you collect what’s owed to you from debtors.

HOW FLUIDLY WORKS FOR ACCOUNTANTS

An Intelligent Cashflow service

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.

CONNECT YOUR CLIENTS’ ACCOUNTS

When we first sync to your clients’ Xero or QuickBooks ledger, Fluidly breaks down their accounting data to look for patterns.

WE PREDICT 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. 

EASILY MAKE ADJUSTMENTS

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.

DEDICATED SUPPORT

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.

INVITE 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. 

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THE BENEFITS

A one-stop-shop for every cashflow service

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.

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Accountants all in one tool
Make Better Decisions

THE BENEFITS

Technology that scales with your business

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.

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THE BENEFITS

Fast, tailored funding tools

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.

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We search the market
Cashflow control

THE BENEFITS

Support, resources & training

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.

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THE BENEFITS

Lay the groundwork for other services

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. 

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Understand Your Debtors

Some of our accounting partners…

Mitchell Charlesworth
Azets

Testimonials

Not our words

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’.

Raedan Accountants

The combination of artificial and human intelligence enhances our relationship with clients.

Mazars

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

SAS Micro

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!

Enchanted Moon

Accountant and bookkeeper

Frequently asked questions

HOW DOES FLUIDLY WORK WITH MY ACCOUNTING SOFTWARE?

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.

WHICH ACCOUNTING SOFTWARE PACKAGES DO YOU INTEGRATE WITH?

We currently work with Xero and QuickBooks Online.

HOW CAN I PRICE FLUIDLY BACK TO CLIENTS?

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

Get started with Fluidly

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:

1. TAILORED ROLLOUT PLAN

A marketing consultation with our team, which we use to create a co-branded marketing campaign designed to get your clients started with Fluidly. 

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2. CERTIFIED TRAINING

Next we provide free training to get your whole practice up to speed with how Fluidly works. 

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3.  DEDICATED BROKERING SPECIALIST

After that, you have access to a Fluidly funding specialist who will manage the entire funding process, in a compliant, low-touch way. 

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