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Fluidly

Name: Fluidly
Rating: 4.5 (2 reviews)

By Fluidly

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Highlights : About Fluidly

Calls, meetings and email history

Forecast cash collections

AI-driven cashflow forecasting

About Fluidly

Fluidly is a cloud-based cashflow management solution which uses cloud accounting software data and AI to automate credit control, and optimize and protect cashflow for SMEs. Fluidly applies machine learning to transaction data from cloud accounting packages and bank accounts to provides control, certainty and confidence around cashflow. Fluidly's intelligent workflow helps prioritize the cash that matters. Automated reminders and call scheduling help save hours each week, while the debtor CRM provides a complete history of calls, meetings and emails. Users can predict cash collections from every invoice, and combine artificial intelligence with financial modeling to see the business' financial future, as well as spot cash crunches to take early action.

Specifications

24/7 Support

Yes

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Accounts receivable

Cashflow forecasting

Automated credit control

AI-driven cashflow forecasting

Transaction monitoring

Integration with Xero

Automated reminders

Forecast cash collections

Calls, meetings and email history

Alerts and notifications

Automated statements

Benefits

Automated credit control with email reminders, call lists and statements.

Save time and prioritize the right debtors by using the Fluidly's automated action list.

AI-driven collections profile and cashflow forecast.

Connect accounting software packages and analyze collections profile within minutes - no manual data entry.

Combined portfolio view for accountants with multiple clients that use Fluidly.

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