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Managing your money

Say hello to the new Fluidly…

Over the last few months we’ve been busy building new tools to deliver best-in-class Intelligent Cashflow forecasting. With the new Fluidly, you can:

  • Find peace of mind: Get immediate access to the financial information that really matters, with our new home screen.

  • Ensure up-to-date cashflow forecasting: Fluidly continuously monitors your cash movements and provides key information in real-time, like an autopilot for business.

  • See how to improve cashflow: Our new breakdown view digs into cashflow at transaction-level detail, to reveal areas of weakness and help you focus on achieving your goals.

  • Utilise strong, reliable integrations: Along with an exciting new integration with QuickBooks, we’ve also strengthened our connection with our friends at Xero.

Why have we been building a new version of Fluidly?

When we first built Fluidly, it was to support just hundreds of businesses. We wanted to create a tool that was intuitive and quick, to free up time-poor business owners and their accountants.

Two years later, we’re connected to thousands of business. That’s why we’ve moved our services to Google Cloud Platform (GCP), which allows us to provide an even faster experience, and integrate seamlessly with QuickBooks and Xero.

This new infrastructure allows us to scale even further, so that we can help hundreds of thousands of businesses and continue to roll out brilliant new features.

Faster, more reliable cashflow

For those of you who have used Fluidly in the past, the cashflow forecast will be familiar.

With the help of machine learning, Fluidly moves beyond predicting invoices that are already raised, to look at the whole cash picture of a business.

It’s simple to understand how a business is performing. No time spent modelling in Excel, or pulling figures together from lots of different sources. Fluidly provides a baseline forecast instantly.

Dynamic insights

We couldn’t be happier to launch dynamic insights, which provides personalised financial recommendations and suggested actions, informed by users’ accounting data. You can see it here in action on our home page.

Fluidly goes further than answering the question ‘What?’ has happened, and moves onto answering the more complex questions – ‘So what?’ and ‘Now what?’. Insights instantly provides accountants and business owners with actionable recommendations about what should happen next.

Breakdown view

We designed Fluidly to be delightfully simple to use, and this same principle remains at the heart of the latest changes.

With breakdown view, it’s easy to see cash movements on a day-to-day basis, so you can combine your human intelligence with Fluidly’s machine intelligence, to plan effectively for the days, weeks and months ahead.

Login to the new platform here and sign up here.


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