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What is Fluidly?

Fluidly is transforming the landscape of financial planning and management for businesses, addressing everything from cash flow analysis to funding acquisition. Whether you operate a company looking for a streamlined method to track your cash resources or are an accountant striving to improve the services you provide to clients, Fluidly has the tools you need. Historically, forecasting cash flow has depended on tedious manual processes primarily conducted through spreadsheets, which often results in projections that become obsolete very quickly. The real difficulty lies in maintaining the accuracy and relevance of these forecasts. With Fluidly’s cutting-edge software that seamlessly integrates with your Xero or QuickBooks accounts, you can create a cash flow forecast that updates in real-time, displayed in an easy-to-understand chart. Eliminate the hassle of complicated modeling and stressful numerical calculations; you can effortlessly view your cash flow history, current cash standing, and future forecasts. Furthermore, our platform connects you to a diverse range of lenders, enabling you to uncover pre-qualified funding opportunities in just seconds, all without any obligation to commit. By simply linking your Xero or QuickBooks ledger, you can observe your forecast refresh in real-time, making the process of financial management more straightforward and efficient than ever. In this way, Fluidly not only simplifies the financial decision-making process but also empowers businesses to navigate their financial futures with greater confidence. The combination of technology and user-friendly design positions Fluidly as an essential partner for modern financial management.

What is Arfinex?

Arfinex serves as a financial back-office solution tailored for forex and CFD brokers, cryptocurrency exchanges, and payment service providers, leveraging advanced AI technology. By incorporating a double-entry ledger, enterprise resource planning (ERP), treasury management, know your business (KYB), payroll, and customer relationship management (CRM) into one unified platform, it removes the necessity for fragmented spreadsheets and various separate applications related to finance, compliance, payroll, and CRM. The platform supports multiple languages such as English, Arabic, Turkish, and Persian, which broadens its reach to a varied audience. Importantly, Arfinex focuses exclusively on providing software solutions and does not partake in holding or transferring clients’ funds or digital assets, thereby ensuring a distinct operational focus. This structured approach enables clients to enhance their financial workflows seamlessly, avoiding the complications associated with using numerous disparate tools. Furthermore, the platform’s user-friendly interface contributes to a more efficient management experience for all types of users.

Media

Media

No images available

Integrations Supported

Xero

Integrations Supported

API Availability

API Availability

Pricing Information

$33.68/month
Pricing in GBP starting at £25 for 50 invoices raised per month.
Free Trial Offered?

Pricing Information

Pricing is provided on request.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Online Training

Training Options

Not specified

Company Facts

Organization Name

Fluidly

Date Founded

2016

Company Location

United Kingdom

Company Website

fluidly.com

Company Facts

Organization Name

Arfinex LLC

Date Founded

2026

Company Location

United States

Company Website

arfinex.com

Categories and Features

Accounting

Accounts Receivable

Cash Flow Forecasting

Not specified

Categories and Features

Accounting

Not specified

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