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What is Taxanista Xero?

We take care of all your financial and administrative responsibilities, enabling you to focus on the vital task of growing your business. By leveraging Xero and various cloud technologies, we deliver our clients a real-time, clear perspective on their operations. You have the freedom to review your financial documents anytime and from anywhere, which relieves you from the stress of software costs. Our platform provides automatic daily bank feeds and guarantees that you are prepared for IRS audits with secure and easily retrievable receipt storage. Should an audit arise, you will be fully prepared to validate your expenses. Are you tired of confusing financial statements that are difficult to interpret? We provide both traditional reports and intuitive visual formats, helping you better understand your financial standing. With our assistance, not only do you save precious time, but you also gain critical insights into the financial health of your business, empowering you to make informed decisions moving forward.

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

Integrations Supported

Xero

API Availability

API Availability

Pricing Information

$9.00/month

Pricing Information

$33.68/month
Pricing in GBP starting at £25 for 50 invoices raised per month.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

Taxanista

Date Founded

2009

Company Location

United States

Company Website

taxanista.com/xero/

Company Facts

Organization Name

Fluidly

Date Founded

2016

Company Location

United Kingdom

Company Website

fluidly.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
General Ledger
Nonprofits
Purchase Orders
Tax Management

Categories and Features

Accounting

Accounts Receivable

Cash Flow Forecasting

Not specified

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