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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 Cashflow?

A complete set of tools aimed at helping teams effectively oversee their daily business functions, this solution is ideal for organizations of all sizes and sectors. Users can track essential KPIs through various features like Dashboards, Reports, and KPI Alert Notifications. Cashflow guarantees accurate accounting documentation and produces reports that accountants and advisors can leverage for enhanced analysis. The platform is thoughtfully designed around three key roles commonly seen in small businesses: the owner, the bookkeeper, and the operational team members. Hosted in the cloud, Cashflow ensures that teams can securely access crucial business data whenever they need it, from any location. By streamlining workflows, it boosts business efficiency, allowing teams to execute tasks with precision and reliability. Furthermore, Cashflow includes collaborative tools that facilitate effective team management across different business types, promoting a spirit of teamwork and productivity. This versatility enables Cashflow to adapt to the ever-changing requirements of businesses as they grow and develop, ensuring ongoing support for their operational needs. In essence, Cashflow positions itself as a vital partner for businesses aiming for sustained success and adaptability in a dynamic marketplace.

Media

Media

Integrations Supported

Xero

Integrations Supported

Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$33.68/month
Free Trial Offered?
Free Version

Pricing Information

$18 per user per month
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

Cashflow

Date Founded

2006

Company Location

United States

Company Website

cashflow.do/

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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