Fluid

Fluid

Fluid Financial
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About

With FlexPoint, payments are simple, and cash flow is made perfect. Automate your billing operations to increase efficiency and cash flow. Eliminate manual processes and make getting paid simple. Automate the entire reconciliation process from invoice to deposit. Get paid securely and online, while maintaining the brand your clients trust. Give your clients a billing experience that matches your customer service. The ultimate platform to grow your business through payments. A single solution to help your business simplify billing. No long-term contracts are necessary. Increase the predictability of your cash flow and eliminate surprises through our powerful billing automation. Create custom rules to automatically get paid on invoices. Set custom rules for all clients or specific rules for certain clients. Remove manual payment reconciliation between the tools you use. Eliminate the need to manually reconcile bank deposits.

About

Fluid Financial is your partner in getting paid, a virtual cash flow manager that secures your revenue with optional advances on every invoice. Receive payment an average of 22 days faster using our simple payment optimization tools, free for you and your team. Your account is backed by bank-level security and a team of financial specialists to help grow your business. Fluid is an effective payment workflow that enables you and your business to choose when you get paid. Sign up for your account and share your unpaid invoice(s) with your client. Fluid will alert you when your invoice is approved. Once your invoice is approved by your client, the invoice amount is immediately available for withdrawal and routed to the bank account you specified. Repayment is simple. Your client processes the invoice payment through Fluid, accounting for your advance. Freelancers, agencies, and small business owners trust Fluid to grow their cash flow.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies searching for a solution to manage their payments and cashflow

Audience

Companies seeking a tool that secures their revenue with optional advances on every invoice

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

FlexPoint
Founded: 2021
United States
www.getflexpoint.com

Company Information

Fluid Financial
United States
www.choosefluid.com

Alternatives

Alternatives

Hiveage

Hiveage

Vesess

Categories

Working Capital Supported

Categories

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Supported
Customer Portal Not Supported
Customizable Invoices Not Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Not Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Integrations

Autotask PSA Supported
ConnectWise Automate Supported
Designhill Not Supported
HaloPSA Supported
PrintShop Not Supported
QuickBooks Desktop Pro Supported
QuickBooks Online Supported
Syncro Supported
Xero Supported

Integrations

Autotask PSA Not Supported
ConnectWise Automate Not Supported
Designhill Supported
HaloPSA Not Supported
PrintShop Supported
QuickBooks Desktop Pro Not Supported
QuickBooks Online Not Supported
Syncro Not Supported
Xero Not Supported
Claim FlexPoint and update features and information
Claim FlexPoint and update features and information
Claim Fluid and update features and information
Claim Fluid and update features and information