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Managing your money

What is Fluidly? And how does it work?

From affording your next VAT bill to getting approved for a loan, far too many business owners lose sleep over cashflow worries. 

We want to change that – with a new breed of automated tools that take away the stress of cashflow forecasting and funding. It’s a totally new way of thinking about business finance, that we call Intelligent Cashflow. 

Intelligent Cashflow is at the heart of everything we do. Our vision is a world where every business is in control of its financial future; where you can plan with confidence, get cash in the bank and sleep better at night. 

What does Fluidly do?

Fluidly helps you manage the money moving through your business with ease. That means saying goodbye to hours fiddling with spreadsheets in Excel, in favour of tools that are intuitive and save you precious time. 

Our software learns from your Xero and QuickBooks to give you something visual. When you log in, you’ll see your current cash situation, like how much you’re owed and your biggest cash movements for the month ahead.

Instead of reams of numbers, we show you simple graphs and charts – that predict the cashflow peaks and troughs that lie ahead.  

Maybe you need to identify which debtors to chase first, borrow money for a new piece of equipment or decide where to cut costs. Fluidly does the hard work of these crucial tasks for you, so you can get your finances in order and focus on running your business. 

Why choose Fluidly for my business?

The problem with traditional cashflow forecasting is that it’s stuck in the past. As soon as it’s produced, it’s immediately out of date, which isn’t good enough for business owners who need to make informed financial decisions. 

With Fluidly, you’re constantly connected to all the moving parts of your living, breathing business. Instead of simply telling you what has already happened, Fluidly helps you figure out what to do next. 

Our tools allow you to start taking immediate action – whether it’s taking out a loan, making an important business decision or getting an invoice paid. 

What can I do with Fluidly?

Fluidly is an all-in-one finance tool, with four key features to help you manage every aspect of the cash moving through your business. Here’s are the key things that it can help you do:

1. Forecast

Use your Fluidly forecast to plan with confidence, save valuable time and make better decisions. There’s no lengthy training required, just plug in your accounting software and you’re ready to go. 

How it works: When we first sync with your Xero or QuickBooks, Fluidly instantly breaks down your accounting data to look for patterns. It then analyses your regular transactions to predict future payments. Once your forecast is ready, you can see a projection of the peaks and troughs of your business’ cashflow. You’re free to tweak it too. 

Fluidly forecast image

2. Plan

Let’s say you’re thinking about hiring a new member of staff or closing down your office to save on rent. Once your forecast is all set up, you can use Plan to easily model the impact of different scenarios like this on your cashflow.

How it works: Plan mirrors the data from your forecast so that you can easily build on top of it – simply by dragging the sliders left or right. This allows you to see your plan alongside your current cash situation, and predict how your future cash might go up or down. 

3. Fund

Applying for a loan with Fluidly takes away the hassle and gives you more choice – all at no extra cost. We match you with a range of the UK’s leading lenders, so you can access fast, tailored funding in seconds. It’s just one simple, easy application. 

How it works: Once you’ve entered your company name or logged in to Fluidly, we pull up your company’s details using public data. Next, we retrieve your tailored funding quotes and put you in touch with a dedicated funding specialist to help you with the rest. 

Fluidly funding landing page

4. Chase

One of the best ways to make sure you’ve got enough cash is to collect what’s owed to you. Chase puts an end to laborious data collection and instead surfaces the right insights at the right time, so you can get money in the bank, fast.

How it works: Chase provides a pre-sorted list of debtors using a simple traffic light system and alerts you to unusual payment behaviour. Once you know who to chase, you can use pre-written emails including links to the invoices to contact late payers instantly.

Is Fluidly right for my company?

Fluidly is for every business owner that’s come up against cashflow difficulties. 

Whether that’s securing the best deal on a business loan, getting overdue invoices paid, or making a plan during uncertain times, our tools are designed to help you run your business with confidence. 

As CBILS winds down and the Job Support Scheme replaces the furlough scheme, cashflow has never been more important. Now’s the time to action. 

With Fluidly, there’s no set-up fees or contracts. You can join for as little as £10 a month and say goodbye to your cashflow worries. All plans come with a free 14 day trial.

Try Fluidly for free today. Or, log back in if you already have an account. 

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