Fluidly is an Intelligent Cash flow tool for businesses and their financial advisors, which manages cash coming in, cash going out and everything in between. We integrate with Xero to automagically forecast cash flow, then set about improving it.
Fluidly uses AI to produce a baseline forecast in minutes, so you can instantly see a business’ financial future. No need for hours of manual input – our cash flow forecasts are real-time and updated automatically via Xero.
The 100% free version of our tool, Fluidly Lite, is packed with brilliant features – like a 90-day forecast and Intelligent Chase, which helps you prioritise the debt that matters most.
Whether you’re a business owner seeking peace of mind around your next VAT bill, or an accountant monitoring multiple clients, Fluidly helps you look further ahead. All without a spreadsheet in sight. Ta da! No wonder we’re one of the fastest-growing apps in the Xero marketplace.
Fluidly + Xero
We’re always working to build the features that business owners and their advisors want to see. So far, we’re most proud of:
AI-powered cash flow forecasting - Predict your future bank balance and see all upcoming cash movements for any day, week or month.
Adjust future forecasts - If you know something our machines don’t, edit lines in the forecast to update the predictions. Fluidly produces a baseline forecast with no modelling required, so you can focus on fine-tuning.
Breakdown view - With breakdown view, it’s easy to see cash movements on a day-to-day basis, so you can plan effectively for the days, weeks and months ahead.
Collate and track debt - Get a simple, at-a-glance view of debt, with average days to pay, overdue invoices and uncharacteristic payment behaviour all in one place.
Dynamic insights - Fluidly goes beyond answering ‘What?’ has happened, and moves onto the more complex questions of ‘So what?’ and ‘Now what?’. With dynamic insights, business owners can leverage personalised recommendations and identify what to do next.
Export cash flow forecasting - Export a fully formed cash flow forecast from Fluidly to Excel.
In-app debt chasing - Save time by sending pre-written, customisable chasing emails via Fluidly. Easily track which debtors you’ve already chased.
Monitor all your clients in one place - If you’re an accountant, get an instant gauge of your clients’ financial health. No need to spend time pulling reports, Fluidly gives you the figures that matter.
Fluidly connects seamlessly with Xero to provide always-up-to-date information about your finances. It’s as easy as 1, 2, 3 to get started. All you need is your Xero login.
Your information will be available straight away, so you can have a first look at what’s coming up in your financial future. When something changes in Xero Fluidly automatically updates, so you’re never out of the loop.