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About

Fluidly is fundamentally rethinking the way businesses plan and manage their finances, from cashflow to funding. So whether you’re a business looking for an effortless way to keep on top of your cash, or an accountant who wants to better serve their clients, we can help. Cashflow forecasting has historically been a manual process carried out almost entirely in spreadsheets. The problem? Forecasts become almost instantly out of date. Fluidly’s real-time software connects to your Xero or QuickBooks account and uses the data to automatically build a cash flow forecast in an easy-to-understand chart. No more modeling or stress, see your cash flow history, your opening cash position, and predictions for the future. We can match you with a range of lenders to find pre-qualified funding offers in seconds, with no commitment to proceed. Connect your Xero or Quickbooks ledger and see your forecast instantly.

About

ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term. - Streamlined API with seamless white-label solutions - Connect with all leading accounting platforms - Process small business loan applications in seconds - Retain SME clients with engaging cash flow tools - Offer personalised loan options To learn more, visit ForwardAI.com.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a solution to improve how they plan and manage their finances, from cashflow to funding.

Audience

Financial Institutions | Alternative Lenders | Fintechs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$33.68/month
Free Version
Free Trial

Pricing

First 25 Companies Free
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fluidly
Founded: 2016
United Kingdom
fluidly.com

Company Information

ForwardAI
Founded: 2022
Delaware | Vancouver | Toronto | Chandigarh
www.forwardai.com

Alternatives

Alternatives

Railz

Railz

Railz.ai

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Financial Reporting Features

"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

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Integrations

Xero
Basiq
Clear Books
Clio
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB
MYOB AccountRight
Microsoft Dynamics 365 Business Central
Plaid
QuickBooks Online Advanced
Reckon One
Saasu
Sage 50
Sage Accounting
Sage Intacct
Wave Accounting
Zoho Books

Integrations

Xero
Basiq
Clear Books
Clio
Exact Online
FreeAgent
FreshBooks
Harvest
MYOB
MYOB AccountRight
Microsoft Dynamics 365 Business Central
Plaid
QuickBooks Online Advanced
Reckon One
Saasu
Sage 50
Sage Accounting
Sage Intacct
Wave Accounting
Zoho Books
Claim Fluidly and update features and information
Claim Fluidly and update features and information
Claim ForwardAI and update features and information
Claim ForwardAI and update features and information