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Accounting Advisory

Fluidly now helps you find funding for your clients

Debtor management, planning and funding services all solve the same big, overarching problem of cashflow. So your practice needs a solution that tackles every single one of cashflow’s moving parts.

With the launch of our new funding tools, you can now do just that. Alongside our existing features, our funding platform makes it easier to find clients a loan, by helping you identify who’s in need and which lending products they’re eligible for. 

Fluidly gives you everything you need to know about your clients’ cash situation in one place – whether it’s a forecast, their biggest debtors or a range of tailored loan options. 

By providing a single app for every cashflow conversation, we make it easier to launch a new service and ensure consistency of delivery. What’s more, Fluidly empowers your entire practice to offer advice, rather than confining your services to a select few specialists. 

The problems Fluidly solves

With 39% of businesses now onto the last of their cash reserves, clients need all the help they can get. So the cashflow support you provide has never been more vital. 

But getting a new cashflow service off the ground is no easy feat. Along with large up-front setup costs, it’s difficult to build an offering that can scale and grow.

All too often practices find themselves spread across multiple pieces of software, with one tool for forecasting, one for invoice chasing and something totally different for funding. Add to that resources needed to actually deliver and market cashflow advice, and launching a new service can feel like an uphill battle. 

Fluidly is built to help your practice overcome these challenges. And with our new funding tools our solution is more comprehensive than ever – so your practice can deliver every aspect of cashflow services with ease.

How getting a client a loan with Fluidly works

We’re working with a whole range of the UK’s leading lenders, including iwoca, Funding Circle, MarketFinance, Natwest, Capital on Tap and more. But when it comes to dealing with lenders and sorting the paperwork, we pick up all the time-consuming tasks. 

First, we sift through the data to provide a free report summarising which of your clients need funding most, which also draws on our specialist market knowledge. Next, we introduce you or your clients to a Fluidly funding specialist, or brief you on how to move the process forward. Once the client secures funding, you get earn a referral payment. 

We’re with you every step of the way, working with you or your clients directly to search the market, make an application and secure a loan. We streamline the process and make it easy to get clients the best deal – so they turn to you for funding advice rather than their bank.

Fluidly is more than a piece of technology, it’s a membership – to help you sell and market every type of cashflow service at a time when your clients need it most.  

Funding services: Your firm’s biggest opportunity 

Just like getting their invoices paid, helping a client get a loan is one of the most impactful ways you can support the growth and survival of their business. 

Funding services fit naturally with the advice you already provide, which revolve around helping clients achieve their business goals. But the hard truth is if you don’t step in to help your clients find a loan, they’ll find someone else who can – and probably miss out on a good deal in the process. 

Accountants are uniquely placed to find the right loan for their clients. In fact, they’re SMEs’ most trusted source of advice – ahead of friends, family and other business owners (British Business Bank). Yet the majority of small businesses still turn to their bank for funding advice. 

You know your clients’ businesses better than any bank manager ever could, so you can find the best solution for them, whether it’s faster cash via an alternative lender or a specific facility like asset finance that actually fulfils their objectives. 

Find out more about funding with Fluidly 

We’re helping the country’s leading accountancy firms launch funding services, alongside the cashflow support they already offer. Getting started is easy too – it’s part of an existing Fluidly membership and comes at no extra cost. 

We can help you start reaching out to your clients today with our tailored email templates, which relate to a range of different scenarios where clients may need a loan. Whether you’re an existing partner or a practice we don’t already work with, give us a call today to find out more. 

If you’re an existing Fluidly partner and want to find out more about funding, talk directly to your account manager, or check out our funding page for more info.

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