free guide


Launching a new cashflow service isn’t easy, but there are still simple steps you can take to get ahead.

From pricing to getting clients interested, we’ve collated a range of tried-and-tested approaches to stand your practice in good stead. 

cashflow services guide 

Redeem your free guide

Check out our simple, easy-to-read guide to learn more about:

  1. Which businesses to reach out to first
  2. Different ways to get your clients engaged 
  3. Pricing confidently and communicating value 

Fill in some quick details and a download link will arrive in your inbox. 


    A new way of thinking about cashflow 

    Tired of using one tool for credit control, another for cashflow forecasting and something else to help clients get a loan?

    Fluidly is your one-stop solution – with everything you need to know about clients’ cashflow situation in one place. From forecasting to funding, we help you keep clients happy and launch new services with ease.


    Not our words

    What our clients and partners think, is what matters most to us.

    When you tell clients what Fluidly can do, they realise – ‘that’s the product I need’.

    Raedan Accountants

    The combination of artificial and human intelligence enhances our relationship with clients.


    We’ve been partnered with Fluidly for almost a year now. Over this time we have seen huge development in the product and a true passion for listening to feedback. We recently sent a mailshot out to all of our clients, with an initial 25% take up

    SAS Micro

    I’ve found monitoring my clients’ cashflow, debtors and creditors much easier with Fluidly. I love the changes they are constantly making, which makes our jobs so much easier. Our clients love it and it’s helping our clients greatly with cash and decision-making. Couldn’t do without Fluidly now!

    Enchanted Moon
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