However, in the three years or so since the startup has been going the evolution of this cloud-based solution is clear to see. Final verdictįluidly is an interesting proposition and one, which on its own admission, is still a work in progress. Both of these features will be of obvious interest to companies with larger amounts of data to process. This high-tier package also secures the services of a dedicated account manager along with access to Fluidly University learning. Support levels depend on the Fluidly package that you've chosen (Image credit: Fluidly) Meanwhile, accountants and bookkeepers will need to sign up using a slightly different process, whereby Fluidly will get in touch to activate your account. While Fluidly is in the process of looking at integrating other platforms, these are the only two supported options currently. You’ll need to choose your accounting software first though, with the core options being Xero or QuickBooks. In fact, if you're looking at Fluidly for business needs then it’s possible to make use of a free trial to get a useful understanding of the way it works. Prior to that you’ll need to sign up, which in itself is pretty straightforward. Despite the fact that this software application relies on AI to make many of its predictions and forecasts, the user interface is actually very simple to use. One of the main things that makes Fluidly appealing is the way it has been designed with ease of use firmly in mind. Similarly, Fluidly has also been designed to help you achieve better credit control and chase up any late payments more effectively.įluidly's projections are dynamic and offer a real-time insight into your business activity (Image credit: Fluidly) Ease of use However, Fluidly’s dynamic reporting performance means that accountants and businesses alike can get much more rapid data results, which come with the benefit of being bang up to date.īased on the data Fluidly can offer help to find you tailored business funding, which might be relevant if your business is running low on cash in the bank reserves. As the company points out, traditional cashflow forecasting has always been limited by its habit of being somewhat out of date by the time results are produced. More importantly the data that the Fluidly system returns is dynamic and shows results in real time. The latter essentially gives you access to funding options.įluidly also offers an innovative feature in that it can point your company in the direction of financing options (Image credit: Fluidly) Performanceįluidly has done a great job by developing its software to work fast and efficiently even though its results are driven by artificial intelligence. There’s a VAT return reminder and, again, access to tailored funding. The Plus edition boasts unlimited users, a 12 month forecast capability, unlimited versions to download, the option to save and download unlimited plans plus chase and track overdue invoices. The Standard package comes with a 20 user limit, 12 month forecasting, unlimited versions to download, the ability to save and download multiple plans along with getting VAT return reminders. If you sign up for the Starter package you get 1 user allowance, 3 month forecasting, the ability to save 1 plan, chase overdue invoices, get a VAT return reminder and gain access to tailored funding. With the forecast in place Fluidly can then produce a plan that lets you see several different models based on various cashflow projections. In terms of forecasting, Fluidly has been designed to work in tandem with the data produced by your QuickBooks or Xero account, which it uses to create a constantly updated base forecast.
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