Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Finrely is a cloud-based platform designed for financial reporting and financial planning and analysis, catering to founders, finance professionals, fractional CFOs, and accounting firms. It establishes a read-only connection to various services such as QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe, enabling the generation of financial statements like profit and loss, balance sheets, cash flow reports, dashboards, and board presentations. Users have the capability to delve into source accounts and analytical dimensions, evaluate data quality metrics, create budgets, and develop forecasts based on various drivers while comparing actual performance against plans and analyzing the accuracy of previous forecasts. The Pro and Advisor subscription tiers offer advanced features like managing multiple entities, performing consolidations and eliminations, handling multi-currency translations, creating different scenarios, and exporting co-branded reports. Additionally, the platform incorporates AI functionalities that provide summaries of changes, highlight potential risks and opportunities, and respond to inquiries using integrated financial data. Reports generated can easily be exported in multiple formats, including PDF, XLSX, and CSV, ensuring versatility in how users can utilize their financial insights. This seamless integration and comprehensive reporting make Finrely an invaluable tool for financial professionals looking to streamline their processes.
Description
Fluidly is revolutionizing how companies approach their financial planning and management, encompassing everything from cash flow to securing funding. Whether you're a business seeking a seamless way to monitor your cash situation or an accountant aiming to enhance your client services, Fluidly is here to assist. Traditionally, cash flow forecasting has relied heavily on manual methods, predominantly through spreadsheets, leading to forecasts that quickly become outdated. The challenge lies in keeping these forecasts relevant. With Fluidly’s innovative software, which integrates with your Xero or QuickBooks account, you can generate a real-time cash flow forecast presented in a user-friendly chart format. Say goodbye to complex modeling and stressful calculations; easily access your cash flow history, current cash position, and future predictions. Additionally, we offer a connection to a variety of lenders, allowing you to discover pre-qualified funding options in mere seconds, all without any obligation to proceed. Simply link your Xero or QuickBooks ledger to witness your forecast update in real-time, making financial management simpler and more efficient than ever before. By leveraging technology, Fluidly empowers businesses to make informed financial decisions confidently.
API Access
Has API
No
API Access
Has API
No
Integrations
Xero
Yes
Odoo
Yes
QuickBooks Online
Yes
Stripe
Yes
Zoho Books
Yes
Integrations
Xero
Yes
Odoo
No
QuickBooks Online
No
Stripe
No
Zoho Books
No
Pricing Details
$79/month
Free plan available. Core is $49 per month at the current Early Access rate, locked for 12 months, with monthly billing and cancellation at any time; it covers 2 companies, 2 admins, and unlimited viewers. Pro is $149 per month at the Early Access rate and covers 5 companies and 5 admins. Advisor is $429 per month at the Early Access rate and covers up to 15 companies and 15 admins. Custom portfolio pricing is available for more than 15 companies.
Free Trial
Yes
Free Version
Yes
Pricing Details
$33.68/month
Pricing in GBP starting at £25 for 50 invoices raised per month.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Finrely
Country
United Arab Emirates
Website
finrely.com
Vendor Details
Company Name
Fluidly
Founded
2016
Country
United Kingdom
Website
fluidly.com
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No