Fluidly for Xero
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, why not try our special free offer today.
Fluidly for accountants & bookkeepers
If you attended our event as part of Xero Education Month, you can sign up for free here.
With our forecasting, planning, funding and debtor management software, you can support more clients and grow your practice.
Fill in some quick details and we’ll be in touch to activate your account.
ALWAYS IN SYNC
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
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.
PLAN
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.
FUND
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.
CHASE
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.
Straightforward cashflow management to help business owners sleep better
57 Broadwick Street, London W1F 9QS
© 2022 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. Fluidly is ISO 27001 certified.
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