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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Fluid Financial serves as your ally in revenue collection, functioning as a virtual cash flow manager that provides optional advances on each invoice you issue. With our user-friendly payment optimization tools, you can expect to receive payments around 22 days sooner, all at no cost to you or your team. Your account is safeguarded by bank-grade security measures and a dedicated team of financial experts focused on helping your business thrive. Fluid streamlines your payment processes, allowing you to decide when you receive your funds. Simply create an account and submit your unpaid invoices to your clients. Once your invoice receives approval, you will be notified, and the payment will be instantly accessible for withdrawal, directed to your chosen bank account. The repayment process is straightforward, as your client will handle the payment through Fluid, which will cover your advance. Freelancers, agencies, and small business owners rely on Fluid to enhance their cash flow management, ensuring they remain financially agile in a competitive market. By choosing Fluid, you are not just optimizing payments; you are also embracing a more efficient way to manage your financial relationships.

Description

Fluid is a comprehensive system designed to empower technology in achieving your business goals through the automation of various tasks and enhancing operational effectiveness. This platform allows clients to oversee, set up, and manage their custom business documents and processes with ease. As a stand-alone, technology-driven business software solution, Fluid facilitates the configuration and administration of tasks by utilizing fields, forms, and workflows to efficiently handle operational duties and transactions. Through the utilization of Fluid, we can efficiently schedule and manage tasks, ensuring optimal productivity. It is capable of elevating a single client's business operations or integrating seamlessly with other systems to deliver a cohesive solution in a remarkably short period. Moreover, Fluid possesses a distinctive capability to adapt and connect diverse system architecture components, thus enabling a significantly faster operational deployment. Ultimately, this adaptability allows businesses to respond to changing needs with agility and precision.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon EC2
Amazon Web Services (AWS)
Designhill
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
PrintShop

Integrations

Amazon EC2
Amazon Web Services (AWS)
Designhill
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
PrintShop

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$80.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Fluid Financial

Country

United States

Website

www.choosefluid.com

Vendor Details

Company Name

Koekiebox

Founded

2013

Country

South Africa

Website

www.fluidbpm.com

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

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