Xero & Fluidly

Xero users are saving themselves up to 40 hours a month and boosting their cashflow by integrating seamlessly with us!

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★★★★★

Fluidly is a Xero connected app

Fluidly is the first generation of Intelligent Cash flow technology – learning from transactions to highlight threats, maximize opportunities and transform finance. Boost cash coming into your business using smart credit control powered by AI. Forecast and protect your cash flow.

Boost your bank balance

Improve your working capital

Save time

Save hours collecting cash

Know where you stand

Forecast cash collections, benchmark performance and keep records

“Fluidly is one of the true disruptors of the Fintech industry, so we’re really excited about working together.”

Gary Turner, UK co-founder and Managing Director, Xero
Boost your bank balance

Boost your bank balance

  • Credit control powered by AI.
  • Intelligent workflow: Prioritise the cash that matters.
  • Automated reminders and call scheduling – save hours each week.
  • Debtor CRM – complete history of calls, meetings and emails.
Forecast cashflow automatically

Forecast cashflow automatically

  • Predict cash collections from every invoice.
  • Combine artificial intelligence with financial modelling to see your financial future.
  • Spot cash crunches and take early action.
Debtor CRM

Debtor CRM

  • Capture and record all interactions with your clients.
  • Store information on how to get paid.
  • Intelligently track and dictate your credit control efforts.

More features

Little wows that make a difference

Automated statements

Send them monthly with zero hassle

Call scheduling

Never forget to call a late debtor.

Automated reminders

Personalised email reminders by customer that track when they’re opened.

Smart logic

Don’t chase small debts or customers who’ve promised to pay

Action list

Prioritise the right cash to collect

Measure your performance

Report with notes, calls and collections performance

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