Xero & Fluidly

Xero users are saving 40+ hours a month with our 5* cashflow forecasting and debtor management app.

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★★★★★

Fluidly is a Xero connected app

Fluidly integrates seamlessly with your Xero account to produce AI-powered cashflow forecasts that are always up to date, as well as automated credit control. Save time, get paid more quickly, and never lose sleep over the financial future again.

“Having the extra level of confidence in our cashflow that Fluidly provides has taken a weight off my mind.”

Lauren Murphy, Adludio

“Fluidly delivers ease of adoption and automated cash flow forecasting for our accountants and clients.”

Steven Kühn, Baldwins

“Fluidly has helped improve our collections processes and communication and collaboration within the team!”

Miriam Grant, carwow

“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
Cashflow Forecasting Graph

AI-powered cashflow forecasting with Xero

Fluidly connects with your Xero account to produce a real-time cashflow forecast that requires no modelling whatsoever.

Fluidly’s cashflow forecast provides a powerful look into the financial future so you can get peace of mind about what’s coming up.

Find out more about cashflow forecasting >

Credit control automated reminders

Seamless Xero integration for credit control

Automatically send email reminders and schedule calls to chase outstanding payments.

Fluidly sorts out the good debtors from the bad and automates unique collections processes for each.

Find out more about credit control >

Debtor CRM

Fluidly makes it easy to enrich Xero data with key information about your debtor relationships.

Things change all the time in business; contacts, invoices, teams. Fluidly keeps everything in one place so you never miss a thing and have an up-to-date view of your debtor status.

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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Accountant and bookkeeper pricing >

Small business pricing >

 

What is Xero?

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

 

Fluidly and Xero

We are a 5 star rated Xero app. Here’s what people are saying: