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/month
Free Practice Subscription
Trial
Partner Program
Support Channels
Mobile Platforms
Accounting Platforms
Integrations
N/A
Geographies Served
Ireland
United Kingdom
Industries
Categories
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
Email settings
Email text footer
Setup templates and schedules
Pre-built templates
Some details on this page are subject to change. If you see something wrong please contact us here.
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