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What is Fluid BPM?

Fluid is an all-encompassing platform crafted to enhance technological capabilities and help businesses reach their objectives by automating numerous tasks and improving operational efficiency. This innovative system empowers users to easily oversee, customize, and manage their specific business documents and workflows. As an independent, tech-centric software solution, Fluid streamlines the configuration and management of operations through the use of forms, fields, and workflows, making task handling and transaction processing more efficient. By leveraging Fluid, organizations can effectively schedule and oversee tasks, maximizing productivity across the board. It not only has the potential to transform the operations of individual clients but can also integrate seamlessly with other systems, providing a unified solution in a remarkably short timeframe. Additionally, Fluid is uniquely equipped to adapt and connect various components of system architecture, which leads to a significantly expedited deployment of operations. This remarkable flexibility enables businesses to swiftly adjust to evolving demands with both speed and accuracy, ensuring they remain competitive in their respective markets. Furthermore, the ease of integration fosters collaboration across teams, ultimately enhancing overall performance.

What is Fluid?

Fluid Financial acts as a supportive partner in managing revenue collection, serving as a virtual cash flow manager that offers optional advances on each invoice you generate. With our intuitive payment optimization tools, you can anticipate receiving payments approximately 22 days earlier, all without any costs incurred by you or your team. Your account benefits from robust bank-grade security protocols, coupled with a team of dedicated financial professionals committed to fostering your business's growth. Fluid simplifies your payment procedures, giving you the flexibility to choose when you access your funds. To get started, simply create an account and submit your outstanding invoices to your clients. As soon as your invoice is approved, you will receive a notification, and the payment will be immediately available for withdrawal to your selected bank account. The repayment process is seamless, as your client will manage the payment via Fluid, which will facilitate your advance. Freelancers, agencies, and small business owners depend on Fluid to optimize their cash flow management, enabling them to stay financially agile in a competitive landscape. By opting for Fluid, you are not merely enhancing payment processes; you are also adopting a more streamlined approach to managing your financial interactions, ultimately setting your business up for sustained success. Embracing such innovative solutions can lead to improved cash flow stability, which is vital for long-term business growth.

Media

Media

Integrations Supported

Amazon EC2
Amazon Web Services (AWS)
Designhill
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
PrintShop

Integrations Supported

Amazon EC2
Amazon Web Services (AWS)
Designhill
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
PrintShop

API Availability

Has API

API Availability

Has API

Pricing Information

$80.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Koekiebox

Date Founded

2013

Company Location

South Africa

Company Website

www.fluidbpm.com

Company Facts

Organization Name

Fluid Financial

Company Location

United States

Company Website

www.choosefluid.com

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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