Maximise opportunities

Effective credit control

Staying on top of debt is crucial to maintaining healthy cashflow. With Intelligent Chase, we make the whole process smoother, by helping you understand which debt matters most.

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“As an SME we are always juggling the needs of business with limited resources. I feel more comfortable that nothing will go unnoticed since we started using Fluidly.”

Daniel Jarrett,
Born Social

Credit control and cashflow forecasting go hand-in-hand. That’s why our simple, streamlined tool, Intelligent Chase, helps you get money in the bank. Put an end to sorting through debtors, ensure your efforts have the most impact and track what’s been done.

“As a small business, I would chase bad debt only when I had the time, often when I had my own bills to pay. With Fluidly, I don’t need to worry.”

Rounton Coffee

“An excellent tool – feels like a natural part of the business rather than software that has been bolted on.”

Stephen Paul, Valued Group

“Fluidly has improved our collections processes, while also promoting better communication and collaboration within the team. We’re now more efficient and effective!”

Miriam Grant, carwow

Save time figuring out who to chase

Automatically prioritise debtors, flag uncharacteristic payment behaviour and send pre-written chasing emails via Fluidly, there and then.

Get a simple, at-a-glance view of debt

View average days to pay and overdue invoices all in one place, so you can instantly see where urgent debt in the business is.

Ensure complete control

Stay safe in the knowledge that all chasing activity is easily tracked. Any message sent via Fluidly is automatically marked as chased, providing a record of when each customer was last contacted.

Credit control FAQs

how can a cashflow forecast help my credit control?

An up-to-date, direct cashflow forecast can show you exactly which cash is coming in and out of the business. Fluidly provides a transaction level view of cashflow so it’s easy to see at a glance the big payments that are affecting cashflow. Fluidly allows you to focus your efforts on chasing the payments that really matter.

How can i encourage early payments?

Getting debtors to pay early is a tricky job indeed, and we think the best way is to be so on it with your collections process that people can’t forget about you!

Fluidly can tell you which debtors might need a bit of an extra push by showing you the most overdue payments in the business.

how do I ask late payers to pay their invoices?

It can be difficult as a business to find the words to chase late payments effectively.

We’ve produced free overdue payment reminder templates that are super simple to download and use. Check them out here.

 

Our awards nominations

Nesta Open Up Challenge Finalists 2018

Shortlisted for Forecasting, Planning & Analysis app of the year 2018

Shortlisted for Innovation of the year 2018

Fintech50 Hot10 2018

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