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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 Forecasts become almost instantly out of date.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

Planacy is the leading challenger for data-driven Financial Planning - an innovative, powerful and fully customizable platform that simplifies more efficient and value-creating budget, forecast and planning processes. Planacy enables higher engagement and accountability in the business over the financial forecasts and targets. The platform - with 100% focus on driver-based planning - makes it easier to work more proactively and to always have access to an updated financial forecast that can function as a more well-functioning strategic management instrument. Our unwavering objective is to provide the leading FP&A-platform on the market, revolutionizing the way businesses operate and contribute to better performing businesses. Planacy provide: - Driver-based financial planning - Automated financial planning - Rolling forecasts - Scenario planning - Automated Cash Flow Forecasting - Unbeatable Time-To-Value

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

Mid-sized enterprises searching for a powerful financial planning solution

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

925€ /month for up to 10 users
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

Planacy
Founded: 2015
Sweden
planacy.com

Alternatives

Alternatives

Vena

Vena

Vena Solutions
pcFinancials

pcFinancials

DSPanel

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

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Integrations

Xero

Integrations

Xero
Claim Fluidly and update features and information
Claim Fluidly and update features and information
Claim Planacy and update features and information
Claim Planacy and update features and information