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Managing your money

Introducing Fluidly Lite

We’re on a mission to help small businesses sleep better at night by providing confidence, certainty and control around cashflow. With Fluidly Lite, a 100% free version of our cashflow tool, we’re bringing Intelligent Cashflow to the masses.

This new offering allows all business owners to access a free 90-day forecast, to inform short-term decisions about their business. Fluidly Lite also includes our reimagined credit control tool, Intelligent Chase, which delivers real-time insights about a business’ most urgent debt and how best to chase it.

We’ve learned a lot from two years of supporting businesses and their advisors, and we’ve embedded these learnings into a range of features to provide better visibility and bolster financial decision-making.

Most of all, Fluidly helps answer these three key questions: what?, so what? and now what?

1. What’s going in my business?

The 90-day cashflow forecast is updated in real-time and is fully automated, so it requires no modelling whatsoever. It shows what’s going on in your business on a day-to-day basis, from the cash going in to the cash going out, and everything in between.

Traditionally, cashflow forecasts have been modelled on when an invoice is due to be paid. But when do invoices ever get paid on their due date? The Fluidly forecast looks at actual historic payment behaviour to more accurately project your business’ financial future.

Fluidly Lite also includes access to Breakdown View. This provides a granular look at which invoices are coming in and out of a business over a set time period. This feature makes it easy to dig into the critical payments in play in any given week or month.

2. So what should I do about it?

Understanding what’s going to happen in the future is one thing, but it’s even more valuable if you can use this data to inform what you should do next.

Fluidly analyses the patterns and trends in a business’ cashflow to deliver practical guidance, which appears on the home page. These insights show where businesses should focus in order to make the biggest improvements to their cash.

3. Now what action should I take?

Fluidly also helps businesses actually take action.

Intelligent Chase, our new credit control functionality, is a case in point. It displays where  overdue debt is sitting, how typical this payment behaviour is among specific debtors and allows you to send chasing emails via Fluidly there and then.

For a full run-down of Intelligent Chase features, watch our Head of Enablement, Luke, go through it here.

Fluidly Lite is now completely free for businesses. We’re thrilled to have relaunched our Pro and Max plans for businesses who’d like a little bit more. You can see the full breakdown of what’s included in each plan here.

Click below to connect your Xero and QuickBooks account to Fluidly and get going. It only takes a few minutes to generate your first cashflow forecast.

We’re really excited to have relaunched our Fluidly membership for accounting partners too, which you can read more about here.

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