Fluidly unknown

Name: Fluidly
Rating: 5 (88 reviews)
Author: unknown

Run your business with confidence

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Info updated on: Mar 26, 2026

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Fluidly provides Intelligent Cashflow to help small businesses and their accountants sleep better at night. Cashflow forecasting has historically been a manual process carried out almost entirely in spreadsheets. Fluidly’s real-time software connects to your Xero or QuickBooks account and uses the data to automatically build a cash flow forecast in an easy-to-understand chart. They can match you with a range of lenders to find pre-qualified funding offers in seconds, with no commitment to proceed.

Review summary

Features

Excellent customer service with a proactive and solutionled approach
Fast and efficient service, securing funding in a matter of days
Strong communication and regular updates throughout the process

How It’s Used

Some transaction limitations when linking to accounting platforms
No significant cons mentioned by users in the reviews provided
No clear drawbacks reported, indicating a positive user experience

Plans & Pricing

Starter

Others

1 user
3 month forecast
Available online
Save 1 plan
Chase overdue invoices
VAT return reminder
Access to tailored funding
In-app support

Standard

Others

20 users
12 month forecast
Unlimited versions to download
Save & download multiple plans
Chase & track overdue invoices
VAT return reminder
Access to tailored funding
In-app, phone & email support
Select Fluidly webinars & events

Plus

Others

Unlimited users
12 month forecast
Unlimited versions to download
Save & download unlimited plans
Chase & track overdue invoices
VAT return reminder
Access to tailored funding
In-app, phone & email support
All Fluidly webinars & events
Dedicated account manager
Fluidly University learning