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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 Cartwheel?

For businesses engaged in hourly billing, Cartwheel revolutionizes the entire billing process. It enables you to expand your business, collect payments with ease, and prequalify every invoice without hassle. The platform efficiently manages outgoing payroll, tracks client balances, and minimizes the time dedicated to recovering overdue payments. With Cartwheel, you can set up simple automation rules to streamline the creation and distribution of reports, making the administrative side of your business much more manageable. It integrates smoothly with popular platforms such as Veem, QuickBooks, FreshBooks, and Xero, facilitating the automatic generation and distribution of invoices. Furthermore, you can link to your clients' time tracking systems, which expedites the submission of time data to compatible applications, thus speeding up your payment cycles. By offering a detailed view of your business's performance, Cartwheel empowers you to establish specific payment rules for each client, ensuring timely transactions while also keeping an accurate record of employee hours. This allows you to devote your attention to business growth instead of spending time chasing down financial details. Ultimately, Cartwheel transforms the management of your billing and payroll into a seamless experience, granting you the freedom to concentrate on what truly drives your success. The result is a more efficient operation that supports both your financial health and long-term ambitions.

Media

Media

Integrations Supported

Xero
FreshBooks
Olo
QuickBooks Online
Veem

Integrations Supported

Xero
FreshBooks
Olo
QuickBooks Online
Veem

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

Cartwheel

Date Founded

2017

Company Location

United States

Company Website

Cartwheel.io

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

Remote Work

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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