Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Engage with proficient finance professionals who have been thoroughly vetted and gain insights into your essential metrics in real time. FlowFi comprehensively analyzes your business needs and connects you with a finance expert dedicated to fostering your success. By integrating all your platforms with FlowFi, you can achieve a consolidated view of your key metrics. Secure an experienced CFO to guide you in making informed strategic financial choices as your company expands. Develop and fine-tune long-term financial projections and various scenarios to better plan for the future. Whether you utilize your current financial model or create a fresh one alongside your FlowFi CFO, it provides flexibility and support. Recognizing that each business tracks distinct KPIs, FlowFi aids in defining, monitoring, and enhancing the metrics specific to your operations. Effectively manage your liquidity through a comprehensive weekly analysis of cash inflows and outflows, tailored for the next quarter. This solution is ideal for businesses seeking to maintain stringent oversight of their cash flow. Additionally, ensure that your financial statements and forecasts are aligned, robust, and compliant with regulatory standards, ultimately setting your business up for sustainable success.
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has relied heavily on manual methods, predominantly through spreadsheets, leading to forecasts that quickly become outdated.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
Brex
Yes
Carta
Yes
Mercury
Yes
Plaid
Yes
QuickBooks Online
Yes
Ramp
Yes
Shopify
Yes
Slack
Yes
Stripe
Yes
Xero
No
Integrations
Brex
No
Carta
No
Mercury
No
Plaid
No
QuickBooks Online
No
Ramp
No
Shopify
No
Slack
No
Stripe
No
Xero
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
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
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FlowFi
Country
United States
Website
flowfi.com
Vendor Details
Company Name
Fluidly
Founded
2016
Country
United Kingdom
Website
fluidly.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
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
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