Fluidly Hero
AI-driven cashflow management tool that automatically produces real-time forecasts.

About this App

Fluidly uses artificial intelligence to produce a forecast in minutes rather than hours. It helps accountants deliver cashflow forecasting at scale to their whole client base and kick-start more valuable advisory conversations. Fluidly is pioneering a new type of cashflow management – Intelligent Cashflow. The days of spending hours modelling a cashflow forecast in a spreadsheet are over. Intelligent Cashflow is automated, real-time and delightfully simple.

Fluidly syncs seamlessly with Xero and QuickBooks Online.

Cost (from)


Free Practice Subscription


Partner Program

Support Channels

  • Email
  • Live Chat
  • Online Help
  • Phone
  • Web Form

Mobile Platforms

  • Android
    android icon
  • iOS
    ios icon

Accounting Platforms



Geographies Served

  • Ireland

  • United Kingdom

App features per category

Cash Flow Forecasting Features

  • Accounting Integration

    • Historical actuals

    • Import bills

    • Import chart of accounts

    • Import invoices

    • Journals

  • Automatic Predictions

    • Automatic cash flow predictions based on historical data

      • Account level

    • Explanations of predicted data

  • Chart of Accounts

    • Amend order of display

    • Group

  • Comparisons

    • Forecast vs actual

  • Export forecast

    • CSV

  • Forecast period

    • Custom periods

  • Forecast transaction frequency

    • Daily

    • Monthly

    • Once

    • Quarterly

    • Set end date

    • Weekly

  • Forecast transaction options

    • Amend expected payment dates for existing A/R & A/P invoices

    • Include/ignore existing A/R & A/P invoices

    • Set expected payment dates for A/R & A/P invoices

  • Forecast view period

    • Daily / Weekly

    • Monthly

  • Scenarios

    • Add scenario to base forecast 

    • Create from pre-built templates

    • Create from scratch

  • Transaction options

    • Foreign currency transactions

  • Type

    • Foreign currency transactions

Credit Control Features

  • Email settings

    • Email text footer

  • Setup templates and schedules

    • Pre-built templates

Visit Fluidly

Some details on this page are subject to change. If you see something wrong please contact us here.

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