The Silicon Review
AI-powered cashflow forecasting in real-time and automated credit control
Cashflow forecasting and management is the gateway to financial decision-making. Whether you want to hire a team member, open an extra office, invest in new equipment or simply pay an upcoming bill it’s important to know you have the cash to afford it. A clear picture of your future cash position is important so you can make the decisions that count.
But traditional cashflow forecasting is broken. Monthly models built on spreadsheets take days to build and hours to update. Even then they are too high level to manage cashflow day-to-day when it really matters. No wonder cashflow is one of businesses biggest pain points.
Enter Fluidly – intuitive cashflow forecasting powered by AI. Fluidly provides intuitive cashflow forecasting and management powered by AI. It is for modern businesses that want to know exactly what their financial future holds and how to optimize it. Fluidly takes transaction data from your accounting system and uses this to automagically forecast your financial future in minutes and down to invoice-level detail. No more sleepless nights, just complete cashflow confidence.
Intelligent Cashflow Forecasting
A cashflow forecast that’s produced in minutes and gives you a powerful look into the financial future.Fluidly’s real-time cashflow forecasting software connects to your accounting package and uses the data in it to automatically build a detailed baseline cashflow forecast. No more modeling or stress –its artificial intelligence loves to crunch the numbers and predict the future. Peace of mind and confident business planning in minutes.
Save time on cashflow forecasting: Gone are the days when you need to spend hours modeling a cashflow forecast in a spreadsheet.Fluidly’s powerful cashflow software combines your financial data with Artificial Intelligence to instantly produce an up to date forecast, just like magic.There’s no lengthy training required, just plug in your cloud accounting software and off you go.
Make smarter financial decisions about cashflow forecasting: Fluidly is your crystal ball, offering a clear look into the financial future.It’s hard enough making financial decisions, let alone wasting time updating spreadsheets to do so.Its automagical cashflow forecasting software does the data crunching for you and simply presents you with the information you need to make the right calls.
Drill into the detail or see the bigger picture: You can view your cashflow forecast on a daily, weekly or monthly basis, so there are no nasty surprises.Its forecasts are built line by line reflecting the transactions in your accounts so you can easily see exactly what is happening and monitor the cash flow in and out of your business.
Fluidly is by your side, keeping track of your cashflow and alerting you to any potential problems. With Fluidly’s cashflow forecasting software you’ll always get the heads up early.
Automated Credit Control
How good would it feel to never have to chase another invoice? There’s never enough time to do all the things you’d like to in business, but Fluidly helpfully automates the day-to-day reminders of credit control to let you focus on the customers (and debt!) that really matter.
Fluidly gets you paid faster and more predictably by speeding up cash collections – send automated emails, schedule calls and keep a complete record of your debtor CRM in one place. Save hours every month chasing late payments with Fluidly’s intelligent credit control software.
Save time on chasing late payments: Fluidly uses automated emails and call scheduling to fully automate your credit control process. It gets your outstanding payments sorted intelligently and efficiently.Fluidly sorts out good debtors from bad debtors and lets you set a unique collections process for each, so the companyhas got all your invoices covered.
Banish overdue invoices: Fluidly gets your invoices paid on time and gives you more cash in the bank, more quickly. Your overdue payments won’t be overdue for much longer.Its actions list is generated automatically and ordered by priority so you know exactly who to get in touch with first.
Keep better records: Fluidly shows you a complete record of when invoices are due and when they are likely to be paid based on historic data.Things change all the time in business; contacts, invoices, teams. Fluidly keeps everything in one place so you always have a record of what’s happened and an up-to-date view of your debtor status.
The leading lady
Caroline Plumb OBE, CEO:
Caroline is a serial entrepreneur who founded Fluidly after experiencing first-hand the pain points of managing cashflow in a scaling business. She’s on a mission to help businesses sleep more soundly by forecasting andoptimizing their cashflow so they never worry about the finances. Fluidly has been named one of 2018’s ‘Hot 10’ European Fintechs by the Fintech50, in WIRED’s Top 100 Hottest European startups and is shortlisted for “Innovation of the Year” in the Accounting Excellence awards.
Caroline is also one of the Prime Minister’s Business Ambassadors, representing the Professional Services sector, and serves as a non-executive director of AIM-listed Mercia Technologies. She previously co-founded consultancy FreshMinds. Caroline has a First Class degree in Engineering, Economics, and Management from Oxford University and was awarded an OBE in the Queen’s 90th Birthday Honours List in 2016.