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.
Xero & Fluidly
Xero users are saving themselves up to 40 hours a month and boosting their cashflow by integrating seamlessly with us!
★★★★★
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
Gary Turner, UK co-founder and Managing Director, Xero“Fluidly is one of the true disruptors of the Fintech industry, so we’re really excited about working together.”
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
- 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
- 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
What people are saying