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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 Forecasts become almost instantly out of date.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

Vidrio is an all-in-one alternative investment platform for institutional allocators, including endowments, pension funds, family offices, funds of funds, OCIOs, and asset managers, that combines data aggregation, software tools, and managed services. It enables manager research and due diligence, portfolio construction and simulation with pre-/post-trade rules, compliance monitoring, operational control, account-level valuation and reconciliation, performance and exposure analytics, risk aggregation and stress testing, and customizable reporting and investor portals. With over $100 billion in alternative assets managed across more than 1,000 external managers, the system supports hedge funds, private equity, private credit, real estate, liquid alts, and SMAs. Its AI-enhanced data extraction and enrichment, powered by a blend of automation and expert oversight, ensures high transparency and accuracy, while automated workflows, trade management, and cash-flow forecasting.

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

Large institutional investors and allocators wanting a solution to manage, analyze, reconcile, and report on complex alternative investment portfolios

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

No information available.
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

Vidrio
Founded: 2011
United States
www.vidrio.com

Alternatives

Alternatives

PackHedge™

PackHedge™

FinLab Solutions SA
Backstop

Backstop

Backstop Solutions Group

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

Integrations

Xero

Integrations

Xero
Claim Fluidly and update features and information
Claim Fluidly and update features and information
Claim Vidrio and update features and information
Claim Vidrio and update features and information