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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 CashManager?

Run your business according to your own preferences with CashManager, which provides both desktop and online choices for ultimate flexibility. Choose from CashManager Lite, Plus, or a combination that suits your unique requirements, ensuring that you only pay for the features you need. Importing and organizing your financial statements becomes a breeze, and with our automated bank feed, keeping your accounts accurate has never been easier. Stay on top of your business's performance with advanced budgeting tools and comprehensive reports at your disposal. The management of your cash flow is now more straightforward than ever! This software is crafted to be intuitive and easy to adopt, making the transition seamless. Improve your cash flow with intelligent invoicing solutions tailored specifically to your business operations. You can maintain full control over your financial management from your desktop, even without internet access, ensuring ongoing oversight and efficiency. CashManager empowers you with financial clarity and convenience at all times, making it an invaluable tool for your business. With its versatility and user-friendly design, it adapts to your workflow effortlessly.

Media

Media

Integrations Supported

CloudPayroll
SmoothPay
Xero
iPayroll

Integrations Supported

CloudPayroll
SmoothPay
Xero
iPayroll

API Availability

Has API

API Availability

Has API

Pricing Information

$33.68/month
Free Trial Offered?
Free Version

Pricing Information

$500 one-time payment
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

Accomplish

Date Founded

1998

Company Location

United States

Company Website

us.accomplishglobal.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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