Fluidly
Fluidly uses artificial intelligence to produce a forecast in minutes rather than hours. It helps accountants deliver cashflow forecasting at scale to their whole client base and kick-start more valuable advisory conversations. Fluidly is pioneering a new type of cashflow management – Intelligent Cashflow. The days of spending hours modelling a cashflow forecast in a spreadsheet are over. Intelligent Cashflow is automated, real-time and delightfully simple.
Fluidly syncs seamlessly with Xero and QuickBooks Online.
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Reorder accounts and create account groups In Fluidly
In Fluidly you can now reorder accounts and create account groups! Read on to find…
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Fluidly’s 90 Day Automated Forecast – Our Verdict
Checkout our detailed review and watch our Insights Webinar.
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Fluidly QuickBooks Online Integration
Fluidly has a good integration with QuickBooks Online
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Cash Flow Forecasting Features
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Accounting Integration
- Historical actuals
- Import bills
- Import chart of accounts
- Import invoices
- Journals
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Automatic Predictions
- Automatic cash flow predictions based on historical data
- Account level
- Explanations of predicted data
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Chart of Accounts
- Amend order of display
- Group
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Comparisons
- Forecast vs actual
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Export forecast
- CSV
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Forecast period
- Custom periods
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Forecast transaction frequency
- Daily
- Monthly
- Once
- Quarterly
- Set end date
- Weekly
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Forecast transaction options
- Amend expected payment dates for existing A/R & A/P invoices
- Include/ignore existing A/R & A/P invoices
- Set expected payment dates for A/R & A/P invoices
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Forecast view period
- Daily / Weekly
- Monthly
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Scenarios
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Add scenario to base forecast Add a scenario back to the base forecast
- Create from pre-built templates
- Create from scratch
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Add scenario to base forecast
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Transaction options
- Foreign currency transactions
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Type
- Cash
Credit Control Features
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Email settings
- Email text footer
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Setup templates and schedules
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Pre-built templates Ready made email copy to use and customise
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Pre-built templates
- Cost (from)
- £10.00 / month
- Trial
- No trial
- Partner Program
- Yes
- Free Practice Subscription
- Yes
- Accounting Software
- QuickBooks Online, Xero
- Data Sync
- Hourly, Real Time
- Mobile OS Compatibility
- No mobile app
- Head Office
- London (UK)
- Offices
- London (UK)
- Geographies Served
- Ireland, UK
- Support Channels
- Email, Live Chat, Telephone, Web Form
- Support Availability
- 9-6 Monday – Friday GMT
- Training
- Self Guided, Third Party Led, Vendor Led
- Two Factor Authentication
- No
- App Category
- Cash Flow Forecasting, Credit Control
- Client Sector
- Accounting and Bookkeeping, Agriculture, Construction, Contracting Services, Creative Agencies, Education, Engineering, Entertainment, Event Management, Franchising, Government Bodies, Healthcare, Hospitality, Insurance, IT and Telecomms, Legal Service, Manufacturing, Marine, Media, Motor, Not For Profit, Professional Services, Public Relations, Real Estate and Property, Retail, Sport and Recreation, Technology, Tourism, Trades, Transport, Wholesale