How does it actually work?
We take your forecast as the base and guide you through elements to consider making adjustments or additions to, using simple sliders to increase or decrease values.
Watch your plan adjust and develop on our graph and compare this to your current cashflow and any other scenarios.
SIMPLE AND EASY TO USE
And for each scenario, we’ve selected a range of options that cover all the elements you are likely to consider. These include pre-configured sliders to adjust specific values and auto calculations on tricky costs.
Our current plans include:
Hire for a new role (and see the cost implications of varying salaries) or model the impact of redundancies.
Keep the business above water by modelling different solutions for getting through a tight patch.
Look at opening in an additional location or launching a new product.
PREPARE FOR DIFFICULT TIMES
MONITOR CASH IN AND CASH OUT
scenario planning
Scenario planning allows you to make plans for your business without affecting your cashflow forecast. You can play with different variations of a plan and see which has the best outcome before going ahead and committing cash to it – allowing you to make the right decisions with full context of the possible outcomes.
We currently work with Xero and QuickBooks Online.
Because the planning feature doesn’t affect your cashflow forecast, you can make a plan whenever you’re curious of the outcome of a decision.
We have pre-defined plans for hiring, growth and recovery, so if you are thinking about starting a new team, opening in a new location or modelling the effects of a loss in revenue, you can do this with Plan any time.
Plan mirrors the data from your base forecast so that you can easily build on top of this. This also allows you to see your plan visualised next to your current cashflow and view the difference.
No, you don’t. Fluidly will automatically pull through data from your base forecast which you can build upon. The feature will also guide you through logical amounts to add in for each slider option. If you don’t know the exact value of a purchase, for example, use a % change to add in a good estimate.
Goal Planner ticks all the boxes as a scenario planning tool I’m confident to share with my clients. The feature guides clients through planning, automatically picking up certain costs with intuitive adjustments.
It has given us factual intelligence going forwards that the business will survive, and if sales carry on, come through stronger which is obviously a big load off of our minds.
Straightforward cashflow management to help business owners sleep better
20-22, Wenlock Road, London, N1 7GU
© 2020 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.
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