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:
PREPARE FOR DIFFICULT TIMES
MONITOR CASH IN AND CASH OUT
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.