Fluidly

AI-driven cashflow management tool that automatically produces real-time forecasts.

About this App

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.

Cost (from)

£10.00/month

Free Practice Subscription

Trial

Partner Program

Support Channels

Email
Live Chat
Online Help
Phone
Web Form

Mobile Platforms

Android
iOS

Accounting Platforms

Integrations

N/A

Geographies Served

Ireland
United Kingdom

Industries

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App features per category

Cash Flow Forecasting Features

Accounting Integration
- Historical actuals
- Import bills
- Import chart of accounts
- Import invoices
- Journals
Automatic Predictions
- Automatic cash flow predictions based on historical data
  - Account level
- Explanations of predicted data
Chart of Accounts
- Amend order of display
- Group
Comparisons
- Forecast vs actual
Export forecast
- CSV
Forecast period
- Custom periods
Forecast transaction frequency
- Daily
- Monthly
- Once
- Quarterly
- Set end date
- Weekly
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
Forecast view period
- Daily / Weekly
- Monthly
Scenarios
- Add scenario to base forecast
- Create from pre-built templates
- Create from scratch
Transaction options
- Foreign currency transactions
Type
- Foreign currency transactions