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.

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
    • Cash

Credit Control Features

  • Email settings
    • Email text footer
  • Setup templates and schedules
    • 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