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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 FlowFi?

Connect with skilled finance experts who have been meticulously evaluated and receive real-time insights into your crucial metrics. FlowFi thoroughly assesses your business requirements and pairs you with a finance professional committed to your growth. By unifying all your platforms via FlowFi, you can attain a holistic perspective of your vital metrics. Bring on an experienced CFO to assist you in making savvy strategic financial decisions as your company evolves. You can also create and refine long-term financial forecasts and scenarios to enhance your future planning. Whether you stick with your existing financial framework or develop a new one in cooperation with your FlowFi CFO, flexibility and support are guaranteed. Acknowledging that each business monitors unique KPIs, FlowFi helps in defining, tracking, and improving the metrics that are tailored to your specific needs. Manage your liquidity effectively with a detailed weekly review of cash inflows and outflows, specifically designed for the upcoming quarter. This solution is particularly beneficial for enterprises aiming to maintain rigorous control over their cash flow. Moreover, ensure that your financial statements and forecasts are not only aligned but also resilient and compliant with regulatory requirements, ultimately positioning your business for enduring success. With FlowFi, you can embrace a proactive approach to financial management that empowers your organization to thrive.

Media

Media

Integrations Supported

Brex
Carta
Mercury
Plaid
QuickBooks Online
Ramp
Shopify
Slack
Stripe
Xero

Integrations Supported

Brex
Carta
Mercury
Plaid
QuickBooks Online
Ramp
Shopify
Slack
Stripe
Xero

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

FlowFi

Company Location

United States

Company Website

flowfi.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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