Our integration partners

We connect with leading accounting software packages Xero, Sage and Quickbooks. Fluidly uses the financial data in your accounting software to help you to manage your cashflow like a dream.

Xero users are saving up to 40 hours per month with Fluidly credit control and cashflow forecasting. Connect in minutes and get going straight away. No training required.

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We’ve been awarded Global ISV Rockstar status by our partners at Sage. Connect your Sage Business Cloud package (formerly Sage One) to Fluidly to automate your credit control and find out why.

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We’re pleased to be able to offer automated credit control to the 3.2 million global users of QuickBooks. Freelancer? Small business? Accountant? Connect your account now.

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Want to get on top of your credit control? Look no further. We integrate with Sage 50, Sage 50cloud and Client Manager so you can get to your data wherever you are!

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“Intelligent cashflow meets intuitive accounting. Fluidly and Sage are fantastic partners, helping businesses to master the art of comprehensive cashflow management.”

Lance Gilmour, VP Partners and Enterprise
Sage

How do I connect my accounting software?

It’s easy – click on the sign up button and fill out your details. We’ll need some information like your email address and your company’s name so that we can set things up properly.

Once you’ve filled in your information, we’ll redirect to your accounting software. You can link up your account with Fluidly in just takes a few minutes and then you’ll be ready to go!

How does Fluidly stay up to date with my accounting package?

Fluidly syncs with your accounting package once per hour, so it’s always up to date with the latest status.

This means that we don’t chase invoices that have already been paid or produce a cashflow forecast based on old data.

Fluidly overview page

Why does Fluidly need access to my accounting software to manage my cashflow?

Fluidly combines the data in your cloud accounting package with Artificial Intelligence to produce an up to date cashflow forecast.

Our models use machine learning and they certainly do love data, so the more financial transactions we give them to learn from, the more accurate the forecast.

Ready to get started?

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Integrations FAQs

when will i be able to connect different accounting software?

We are working to build connections with lots of different software providers so that we can help as many of you as possible to get cashflow confident. We’ll be sure to shout about it on emails and our social channels, so subscribe to our mailing list at the bottom of this page, follow us on Twitter, or keep up to date on Linkedin.

 

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