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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 Forecasts become almost instantly out of date.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

Replace hard-coded spreadsheets with automated data feeds from your portfolio companies. Use anti-fraud algorithms to identify red flags. Instantly use public and private comps for DCF analysis. Build up-to-date cash flow forecasts in minutes. Get a standardized financial report every month. Automatically update data in your spreadsheets. Identify issues and ask the right questions early. If you’re an investor and you don’t have a financial fraud in your portfolio, it’s probably because you haven’t found it yet. Automate your data collection process to get accurate, real-time data on your portfolio companies. Granular real-time financial data on all your current, and future investments. Forget hard-coded Excel spreadsheets and reminder emails to your portfolio companies. Streamline your data collection process with live data sent directly into your own models and spreadsheets, updated every day.

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

Investors and companies requiring an automated solution to manage financial due diligence and reporting

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

gini
United States
www.gini.co

Alternatives

Alternatives

Fathom

Fathom

Fathom Applications
PackHedge™

PackHedge™

FinLab Solutions SA

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

QuickBooks Online
Xero

Integrations

QuickBooks Online
Xero
Claim Fluidly and update features and information
Claim Fluidly and update features and information
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Claim gini and update features and information