About Fluidly
Fluidly is a partnership software from Fluidly Ltd. that connects advisors and accountants with flexible finance providers. It includes features like Business, Personal, Contact us, Business banking, and Notice accounts so partners can effectively support their clients’ financial needs. This platform allows users to easily connect clients to appropriate financing options while reaping various benefits as a partner. With simplified communication and access to a variety of financial services, partners can offer tailored solutions to meet their clients' requirements. Key capabilities: Business Personal Business banking Notice accounts Contact us Best for: advisors and accountants that need to connect clients with finance providers.
Features
Key features
- Automated cash flow forecasting, Real-time insights into business finances, Predictive analytics to identify trends and risks, Integration with accounting software for seamless data syncing, Customizable reporting dashboard.
Additional features
- Automated cashflow forecasting, Real-time financial monitoring, Scenario planning, Invoice tracking, Bank account integration, Customisable reports, Collaborative working capability.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Fluidly
Fluidly is a partnership software from Fluidly Ltd. that connects advisors and accountants with flexible finance providers. It includes features like Business, Personal, Contact us, Business banking, and Notice accounts so partners can effectively support their clients’ financial needs. This platform allows users to easily connect clients to appropriate financing options while reaping various benefits as a partner. With simplified communication and access to a variety of financial services, partners can offer tailored solutions to meet their clients' requirements. Key capabilities: Business Personal Business banking Notice accounts Contact us Best for: advisors and accountants that need to connect clients with finance providers.
Fluidly Details
Fluidly's In-App Market Place
Does Fluidly have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
5
Mini Apps
1. Xero - Seamless integration with Xero accounting software to sync financial data and streamline workflows.
2. QuickBooks Online - Connect Fluidly with QuickBooks Online for automated financial reporting and budgeting.
3. FreeAgent - Integrate Fluidly with FreeAgent for real-time cash flow forecasting and budget tracking.
4. Sage Business Cloud - Sync Fluidly with Sage Business Cloud for comprehensive financial analysis and reporting.
5. NetSuite - Connect Fluidly with NetSuite for advanced budgeting and forecasting capabilities.
Pricing Options
Accepted Payment Currencies
GBP (£), USD ($), EUR (€), AUD (A$), CAD (C$), CHF (CHF), JPY (¥), CNY (¥), HKD (HK$)
Pros & Cons
Fluidly's Support Options
Email Address
support@fluidly.comDocumentation
https://help.fluidly.com/Fluidly's Alternatives
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