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.

We currently work with Xero and QuickBooks Online.

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.