How does it actually work?
Predictions you can trust
Get setup in minutes
Actionable Insights
Let us do the hard work
While the thought of keeping on top of your business’ numbers can be intimidating, we’ve made it as straightforward and hassle-free as possible.
We organise and calculate the bulk of the underlying data for you, taking your revenues and costs and turning them into a simple chart showing your future bank balance. You can simply add to and adjust our predictions to what you know to be true.
Plus, all your data is in one place – use this to report, share and chase late payments with ease.
Say goodbye to VAT headaches
SEE THE PRODUCT IN ACTION
What’s new?
Cashflow Forecasting
Cloud-based accounting software is intuitive, time saving, cost-effective, secure, real-time… we could go on. In short, we think it’s the bee’s knees! We love that cashflow forecasting in the cloud gives a forecast that is always up to date. This means you have real-time data about your cash position at your fingertips whenever you need it.
We currently work with Xero and QuickBooks Online to provide the simplest cashflow forecasting in town. If you currently use a different provider but are interested in the product, join our mailing list so we can keep in touch as we’re continually trying to bring Fluidly to more people.
Fluidly’s cashflow forecasting software is for anyone who’s suffering cashflow pain – whether that’s because of high working capital, debt in the business, invoice financing, high growth or any number of other reasons.
If you’re time-poor and currently wasting hours trying to run your numbers in a spreadsheet, we can help.
When you first sign up with Fluidly, we do an initial sync of your data. This should only take a minute, and you’ll get your full cashflow forecast.
When you’re in Fluidly using our product we automatically check for data changes in your ledger every 5 minutes, and if we find any changes we reflect these in your forecast in seconds.
Machines can do a lot of stuff, but they can’t predict things that have never happened before! In an ideal world, every single financial transaction would be neatly recorded in your cloud accounting software, but we know that life isn’t always like that.
If you know something that the machines don’t, you can make manual adjustments to the forecast. The algorithm will take this into account and adjust the forecast accordingly.
We take data protection extremely seriously here at Fluidly. We use the latest technology to ensure partner and client data remains secure. Data is encrypted at rest and in transit and is stored within the EEA.
Our processes and systems are also GDPR compliant. Fluidly is ISO 27001 certified and is FCA regulated under PSD2. Our FCA registration number is 791669. What’s more, here’s a copy of our Privacy Policy.
Having the extra level of confidence in our cashflow that Fluidly provides has been great. Being able to more accurately predict when our invoices will be paid has taken a weight off my mind and allowed me to focus my attention elsewhere
As a small business, we’re always juggling the needs of the business with limited resources. I feel more comfortable that nothing will go unnoticed since we started using Fluidly, confident that it will alert me to any issues with the company’s finances.
Straightforward cashflow management to help business owners sleep better
© 2021 Fluidly Ltd is registered in England and Wales under Company Registration number 10402874. We are Authorised and Regulated by the Financial Conduct Authority as a Credit Broker under the firm reference number 844093 and as an Account Information Services Provider under the firm reference number 791669. Please note we are a credit broker and NOT a lender. Fluidly is ISO 27001 certified.
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