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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 Castaway?

Castaway provides a sophisticated and effective solution for cash flow forecasting that is both thorough and user-friendly. By leveraging this software, you can make well-informed decisions that not only benefit your business operations but also provide significant value to your clients. Its innovative 3-way reporting system combined with a robust business modeling framework guarantees that your forecasts are precise, adhering to double-entry accounting principles. With its visually appealing reports and dynamic dashboards, Castaway allows you to compellingly convey the financial narrative of your organization. This tool equips you with the necessary insights and foresight to assess your cash flow, enabling you to generate flexible reports for banks and stakeholders alike. By taking control of your financial data, you can engage in strategic planning that helps identify potential growth opportunities for your business. Transitioning from outdated and complicated spreadsheets to more streamlined files enhances your ability to perform powerful calculations. Castaway's strong reporting capabilities, grounded in fundamental accounting principles, facilitate actuals and variance analysis, which aids in re-forecasting and fosters more informed decision-making. Moreover, the use of this tool can lead to a deeper understanding of financial trends, ultimately empowering businesses to achieve both financial clarity and operational excellence while navigating complex market conditions.

Media

Media

Integrations Supported

Xero
Fathom
MYOB AccountRight
Microsoft Excel
QuickBooks Online
Sage 50

Integrations Supported

Xero
Fathom
MYOB AccountRight
Microsoft Excel
QuickBooks Online
Sage 50

API Availability

Has API

API Availability

Has API

Pricing Information

$33.68/month
Free Trial Offered?
Free Version

Pricing Information

$140 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

Castaway

Date Founded

2004

Company Location

Australia

Company Website

www.castawayforecasting.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

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

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