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What is OIKOS Treasury Suite?

OIKOS Software is committed to improving efficiency in processes and enhancing stakeholder satisfaction by employing logical methodologies and reducing errors. Our focus lies in crafting superior software applications and services that optimize internal operations, which in turn enhances time management and reduces costs. We offer a range of services including receivable collections, payment disbursements, and inventory management, all of which provide a clear view of the cash-conversion cycle. By removing manual errors and cutting out unnecessary redundancies, we enhance financial reporting and planning while delivering advanced cash flow forecasting; furthermore, we bolster UTP reporting to ensure adherence to tax obligations. Each outcome we deliver is a product of a systematic approach or is shaped by the execution of a particular function, reflecting our dedication to thoroughness. Our solutions are crafted to be both flexible and scalable, allowing for seamless adaptation to changes and supporting sustainable growth. Additionally, our innovative approaches improve quality and significantly reduce the Financial Reporting Fatigueâ„¢ that finance teams often encounter during reporting and budgeting, which ultimately results in enhanced performance and greater satisfaction. By prioritizing these aspects, we aim to set new standards in the software industry.

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.

Media

Media

Integrations Supported

Xero

Integrations Supported

Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$33.68/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

OIKOS Software

Company Location

United States

Company Website

www.oikossoftware.com

Company Facts

Organization Name

Fluidly

Date Founded

2016

Company Location

United Kingdom

Company Website

fluidly.com

Categories and Features

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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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