Overview
Accountants: Tired of using one tool for credit control, another for forecasting and something else to get clients a loan?
Fluidly is your one-stop solution – with everything you need to know about your clients’ cashflow situation in one place. From forecasting to funding, we help you keep clients happy and launch new services.
Businesses: From VAT bills to payroll, too many business owners lose sleep over cashflow worries.
We’re changing that – with tools to help you plan with confidence, get cash in the bank and sleep better at night. Whether it’s chasing invoices or taking out a loan, Fluidly makes it easy to look after everything cashflow in one place.
Funding: We take the hassle out of funding. If you’re a business, Fluidly helps you look at multiple lenders, get offers quickly and secure a loan in days.
If you’re an accountant, we save you searching through lenders to make a recommendation, so you can help clients find funding with ease.
Winner of Xero’s Practice App of the Year and Accounting Excellence’s Innovation of the Year.
Fluidly + Xero
Fluidly connects seamlessly with Xero to create an accurate cashflow forecast in minutes, that’s always up to date.
Accountants: Fluidly is more than a piece of technology, it’s a membership – to help you deliver and market every type of cashflow service. Get in touch to find out about partner pricing.
Businesses: Fluidly Starter is only £10 per month and packed with brilliant features – like a 90-day cashflow forecast, invoice chasing, automatic VAT estimates and more. All plans come with a free 14 day trial.
Getting started
It’s easy to get started:
Accountants: Easily connect Xero clients by adding Fluidly as admin user on Xero HQ.
Businesses: All you need is your Xero login.
Fluidly automatically updates if something changes in Xero, so your information is always in sync.
Reviews & ratings
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