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Credit Control Software

Cashflow and credit control go hand-in-hand. Fortify your future cash position with Fluidly’s Intelligent Chase.

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“As a small business 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

One of the best ways to make sure you’ve got enough cash? Collecting what’s owed to you. Intelligent Chase helps you get money in the bank, fast. Connect Fluidly with your accounting software and get complete control of the invoices coming into your business.

Fluidly’s credit control tool saves you hours manually writing chase emails, is proven to get you paid in fewer emails and acts as a centre of intelligence, telling you everything you need to know about your outstanding debt.

“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

It can be difficult to know where to start with chasing debt. From finding the urgent invoices, to writing polite chase emails, to following up with customers – there’s a lot to do!

Intelligent Chase streamlines the whole credit control process. It provides a pre-sorted list of debtors using a simple traffic light system and alerts you to unusual payment behaviour.

Once you know which debtors to chase, use pre-written emails including links to the invoices to contact late payers instantly.

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Get peace of mind

Payment data is kept in many different places and it’s easy to lose track of what’s going on. Bringing so many different data sources together can be tricky, and making sure all your information is up to date can be impossible to maintain!

No wonder business owners worry about late payments.

Fluidly provides real-time insights into the state of your invoices, all in one place. You can be sure you’re not missing anything when you look at the chase list.

Intelligent Chase provides key metrics such as average days to pay, date last chased and outstanding balance.

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Ensure complete control

No more searching through your inbox and spreadsheets to find bits of information and collate them in one place. Intelligent Chase puts an end to laborious data collection and instead surfaces the right insights at the right time.

Use Fluidly to keep notes on data collection all in the same place, and make sure you’re on the same page as your team.

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Ready to try Intelligent Chase with Fluidly Starter?

For small businesses, Fluidly Starter is just £10 a month. We offer a 90-day forecast that’s automatically generated and always up to date. Fluidly Starter customers also get access to Intelligent Chase Starter, which helps you to understand where the most pressing debt in the business is and how best to chase it.

Find out full details about Fluidly Starter and our other pricing options here >

Intelligent Chase and credit control FAQs

HOW does intelligent chase know what debt is outstanding in my business?

Fluidly connects up to your accounting software and uses the financial data inside to show you a real-time view of what’s going on in your business.

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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