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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
Easily withdraw funds directly from your customers' bank accounts when payments are due by utilizing Rotessa, an online platform designed for small businesses to facilitate payments through any bank or credit union. You can choose to schedule either one-time transactions or recurring payments to ensure timely receipt of funds. If your customer maintains a bank account, Rotessa enables you to process their payments efficiently. Whether you're onboarding new clients for bank payments or managing existing Pre-Authorized Debits (PADs), you can begin by adding your customers to the Rotessa system. This addition can be done manually, in bulk, or by integrating with your accounting software for convenience. We offer a variety of tools to help you gather the necessary authorizations, which are set to open by default. You can conveniently send authorization requests to individual customers or multiple clients at once via email. Additionally, if you already have existing PADs or wish to upload a physical authorization document, these can be securely stored in each customer’s profile for easy access. With Rotessa, you have the freedom to set the amount, frequency, and specific dates for automatic withdrawals from your customers' bank accounts, ensuring a smooth transaction process tailored to your business needs. This streamlined approach allows for improved cash flow management and fosters a better relationship with your customers.
API Access
Has API
API Access
Has API
Integrations
Condo Control
Designhill
Office Control
PrintShop
Shift
Wufoo
Integrations
Condo Control
Designhill
Office Control
PrintShop
Shift
Wufoo
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Rotessa
Website
rotessa.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
Payment Processing
ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture