It’s hard work running a business. Let Fluidly keep an eye on the cash.

Our real-time cashflow forecasting software connects with your accounting ledger to automatically build you an accurate forecast, that’s always up-to-date. Say goodbye to spreadsheets, and hello to a new way of understanding your cash position.

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How does it actually work?

Intelligent, automated cashflow

Connect your account

When we first sync to your Xero or QuickBooks ledger, Fluidly instantly breaks down your accounting data to look for patterns.

We predict patterns

Fluidly analyses your regular transactions, from customer and VAT payments, to supplier costs, bills, payroll and more – to predict future payment patterns.

Easily make adjustments

Once you have your base forecast, you can easily change elements, from which bank accounts to consider to an unexpected expense or contract win.

Predictions you can trust

Plan ahead with confidence

Nothing is more stressful than worrying about whether you have enough cash to pay suppliers, or your staff.

While spreadsheets are good, they rely on you manually inputting accurate data almost constantly – which let’s be honest, most business owners don’t have time for. 

With Fluidly, we continually analyse your transactions, all day, every day, to give you an up-to-date cash position. If a customer just started paying late, we’ll instantly update our predictions to show future payments coming in late too.

Feel completely confident in your numbers, so you can focus on running your business.


Get setup in minutes

Save valuable time

Gone are the days when you need to spend hours modelling your cashflow forecasting in a spreadsheet.

Fluidly’s automated cashflow software connects with your Xero or QuickBooks ledger to instantly produce an up-to-date forecast, just like magic.

Go from connecting your ledger to having a 90 day cashflow forecast in minutes.

There’s no lengthy training required, just plug in your cloud accounting software and off you go.


Actionable Insights

Make better decisions

Make Better Decisions

It’s hard enough making financial decisions, let alone wasting time updating spreadsheets to do so.

Fluidly is your crystal ball, offering a clear look into the financial future.

Our intelligent forecast identifies and highlights cash crunches ahead of time (like having to pay your quarterly rent payment for instance) and then helps you take action early. You could defer the payment, or collect on outstanding invoices to give you the cash you need, for instance.

Make the best decisions for your business. All without the need for financial modelling.


Let us do the hard work

Easy and effortless to use

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

Automatically estimate VAT in Fluidly

Fluidly VAT feature

With the government’s new VAT deferral scheme, calculating VAT is more complicated than ever.  

But thanks to Fluidly’s latest feature, you can save considerable time manually forecasting VAT.  We use the data from your forecast to automatically estimate future VAT payments (and if your forecast changes, so will your VAT calculations).

Like with everything else Fluidly, you can easily tweak the numbers, plus you can model the impact of deferring payments and set up payment plans.



A cashflow forecast that will change your life

You’re just a few minutes away from a cashflow forecast that will let you plan with complete confidence. Take a look at the product in action. 


What’s new?

A product that’s only getting better

As a fast-growing business, we’re continually evolving Fluidly to bring you the best possible tool.

So, what’s new right now?

  • Improved data speeds – speed to insight in app and on first use, get set up and using a forecast in minutes. Quickly adjust and view results.

  • Lay your data out the way you want to – greater flexibility in setting up a forecast that works for your business.

  • Improved visuals – use a delightful feeling product. 

  • Help with set up – we help you to create the best cashflow forecast possible.

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market leading cashflow forecasting

Cashflow Forecasting

Frequently Asked Questions

What are the advantages of cloud-based cashflow forecasting software?

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.

Which accounting software packages do you provide cashflow forecasting for?

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.

Who is cashflow forecasting for?

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.

How regularly does Fluidly sync with my accounting software?

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.

What if I know about an invoice that isn’t in my accounting package?

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.

How can I be sure my data is secure?

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.


Not our words

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

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

Lauren Murphy

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.

Daniel Jarrett
The Eleven & Born Social
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