What is Fluidly?

Fluidly helps small businesses plan with confidence and we’re delighted to be partnering with them.

Fluidly’s real-time software connects to your Xero or QuickBooks account and uses the data to automatically build a cashflow forecast in an easy-to-understand chart. No more modelling or stress – see your cashflow history, your opening cash position and predictions for the future. And it don’t stop there. The software can help you plan for different scenarios and get cash in the bank, from chasing late payments to getting funding.

 

Forecast

It’s hard work running a business. Let Fluidly keep an eye on the cash.

Their real-time cashflow forecasting software connects with your accounting ledger to automatically build 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.

  • Intelligent, automated cashflow
  • Connect to your cloud book-keeping package
  • Predicts patterns in your regular transactions and customers
  • Then lets you make adjustments for any known differences or new changes in your business costs

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.

Chase

Easily chase late payments. One of the best ways to avoid late payments is to understand your debtors and their payment patterns.

How much can you expect this month from your predictable payers? Who normally pays late, and therefore requires more labour-intensive chasing?

Chase uses past data to organise all your debtors into a simple but effective traffic light system, so you can efficiently prioritise your time https://fluidly.com/intelligent-cashflow/credit-control/ 

Fund

From financing new equipment to covering a VAT bill, access the funding you need to take action. Fluidly tools and specialists help you look at multiple lenders, get offers quickly and secure a loan in days.

Disclaimer: All content provided on this page is for informational purposes only and is in relation to Fluidly – it does not represent the services of Plus Accounting.