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Fluidly for Xero

CASHFLOW FORECASTING AND MORE WITH XERO AND FLUIDLY

No more cashflow surprises or hours wasted. Our automated tools integrate seamlessly with your Xero account – to make planning effortless and help businesses get cash in the bank.

Xero users are saving up to 40 hours per month with Fluidly.

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Fluidly is one of the true disruptors of the fintech industry, so we’re really excited about working together.
Gary Turner
Gary Turner
UK co-founder and Managing Director, Xero

ALWAYS IN SYNC

Fluidly updates regularly based on your Xero

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 Xero every 5 minutes, and if we find any changes we reflect these in your forecast in seconds.


FORECAST

We do the thinking for you

It’s hard work running a business. Let Fluidly keep an eye on the cash. Our real-time cashflow software seamlessly connects with your Xero and automatically builds 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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PLAN

Make the right business choices

Once your forecast is set up, use Plan to easily model the impact of different scenarios on your cashflow.

Being able to adapt in business is crucial, whether it’s adjusting costs or a hiring plan, but before you make a change, it’s important to understand the implications. Start planning and make smart decisions for your business now.

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How it works

We search the market

FUND

Get tailored business funding

Having cash in the bank when it’s needed is the biggest problem facing small businesses. With Fluidly, not only can our forecast tool let you know when money is running low, but we can match you with lenders to find pre-qualified funding offers.

We’re passionate about getting business owners the right amount of cash, at the best rate, when you really need it.

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CHASE

Easily chase late payments

One of the best ways to make sure you’ve got enough cash? Collecting what’s owed to you. Chase helps you get money in the bank, fast. 

Connect Fluidly with your Xero to get your forecast set up, and then get complete control of the invoices coming into your business. Our credit control tool is proven to get you paid faster. 

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Understand Your Debtors
The time is now

Start planning with confidence

Keep an eye on your cash position and get the tools you need to make smart business decisions.
Try Fluidly for free today
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