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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 Autymate?

Our seamless, no-code integrations work with over 200 major platforms worldwide. Whether you are managing human resources, payroll, or vendor and customer relationships, you can effortlessly connect all aspects of your business without any manual input. The intuitive design of our interface makes it feel as if you’re automating tasks directly within QuickBooks. By linking QuickBooks with your accounting systems, you can eliminate the need for data entry, greatly improving your team's productivity. This transformation will revolutionize the accounting experience for your franchise, keeping you competitive and fostering customer loyalty through a branded accounting automation app. You can streamline even the most complex organizational systems into a single, straightforward workflow, automating the tedious tasks that hinder your progress. Not only does this integration enhance your accounting efficiency, but it also enables your accountants to devote their time to more meaningful work, ultimately benefiting your organization’s success. Seize this chance to boost your operational efficiency, and watch your business flourish as a result of these advancements. As you embrace these innovations, you'll position yourself for sustained growth in an ever-evolving market.

Media

Media

Integrations Supported

Xero
Box
Facebook
Google Cloud Spanner
HubSpot CRM
HubSpot Customer Platform
IBM Db2
Jira Service Management
Microsoft 365
Microsoft Excel
Microsoft Exchange
MongoDB
SQL Server
Stripe
Teamwork.com
Wasabi
WordPress
X (Twitter)
X Ads (Twitter Ads)
Zendesk Sell

Integrations Supported

Xero
Box
Facebook
Google Cloud Spanner
HubSpot CRM
HubSpot Customer Platform
IBM Db2
Jira Service Management
Microsoft 365
Microsoft Excel
Microsoft Exchange
MongoDB
SQL Server
Stripe
Teamwork.com
Wasabi
WordPress
X (Twitter)
X Ads (Twitter Ads)
Zendesk Sell

API Availability

Has API

API Availability

Has API

Pricing Information

$33.68/month
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

Fluidly

Date Founded

2016

Company Location

United Kingdom

Company Website

fluidly.com

Company Facts

Organization Name

Autymate

Company Location

United States

Company Website

www.autymate.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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