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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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has relied heavily on manual methods, predominantly through spreadsheets, leading to forecasts that quickly become outdated.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.

Description

We assist CFOs in developing and overseeing agreements and contracts throughout their entire lifecycle within a centralized system to enhance financial outcomes. The signed contracts serve as the blueprint for your company’s future success. This approach ensures secure, thorough, prompt, and precise financial reporting, along with effective cash flow management, cost predictions, risk assessments, and compliance measures. Additionally, it streamlines processes for accounting, diligence, and adherence to regulations. Proactively managing contract renewals, terminations, and performance evaluations helps mitigate risks associated with operational failures, expensive penalties, and lost financial opportunities. Contracts are not just documents; they embody the vision of your organization, with their value reflected in the collective agreements made with customers, employees, and suppliers. Many businesses are unaware of the volume of contracts they have signed, and the difficulty in accessing these documents can lead to inaccurate cash flow forecasts, budgeting challenges, and flawed financial reporting. Therefore, unwavering, systematic support for the contract management process is essential for long-term success and growth. By prioritizing this aspect, organizations can unlock hidden potentials and drive better financial performance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Docusign No 
IBM Cognos Analytics No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft Power BI No 
Microsoft SharePoint No 
SAP Cloud Platform No 
Visma Nova No 
Xero Yes 

Integrations

Adobe Acrobat Sign Yes 
Docusign Yes 
IBM Cognos Analytics Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft Power BI Yes 
Microsoft SharePoint Yes 
SAP Cloud Platform Yes 
Visma Nova Yes 
Xero No 

Pricing Details

$33.68/month
Pricing in GBP starting at £25 for 50 invoices raised per month.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
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 No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Fluidly

Founded

2016

Country

United Kingdom

Website

fluidly.com

Vendor Details

Company Name

ShareControl

Founded

2014

Country

Norway

Website

sharecontrol.io/en/products/sharecontrol-contract-contract-management-system/

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 

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

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