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Fluidly launches free version of its AI-powered cashflow software

12th Nov 2019
Brought to you by
Fluidly
From chasing invoices to taking out a loan, Fluidly helps small businesses and their advisers look...
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Have you found this content useful? Use the button above to save it to your profile.

Fintech startup Fluidly has launched Fluidly Lite, a free version of its AI-powered cashflow forecasting software.

Fluidly Lite features a 90-day forecast and various tools to help business owners understand their financial position, monitor debt and identify actions to take next. 

Fluidly has also launched its reimagined credit control tool, Intelligent Chase, which is included in the Fluidly Lite offering. Intelligent Chase provides real-time insights about a business’s most urgent debt and how best to chase it. It also includes a financial goal planner, which tracks progress against a target, the first of many upcoming Fluidly features offering deeper financial intelligence. 

Fluidly Lite bolsters Fluidly’s membership offering for accountants and bookkeepers, allowing members to offer cashflow services to their entire client base. As part of this practice-focused approach, Fluidly also helps accounting firms upskill their staff, market cashflow support and use data to provide financial advice.

The company’s revamped membership model follows its £5m grant win earlier this year, where Fluidly committed to delivering over 20,000 hours of CPD-certified cashflow advisory training by September 2022. 

Fluidly’s user growth has continued to go from strength to strength in recent months, with almost 30,000 connected businesses and hundreds of accountancy practices now on its platform, including 10 of the top 25. This continued expansion, combined with Fluidly’s migration to Google Cloud Platform (GCP) in September, has contributed to an increased rate of feature delivery.  

Caroline Plumb, CEO and Founder, Fluidly, said: “Fluidly helps businesses understand not just what is happening in their finances, but also helps them answer the questions so what? and now what?

Fluidly Lite gives businesses free access to sophisticated technology that automates finance management. It ultimately furthers our mission of helping businesses sleep better at night by providing confidence, certainty and control around cashflow.”

Gavin Fell, VP Sales, Fluidly, said: “I’m thrilled to be offering the Fluidly membership to the accounting market. When accounting partners come on board, they are able to offer an automated cashflow management solution to their whole base, at no cost to the client. 

“We provide an incredibly high level of support to our partners. We sell more than technology licences – we help partners with the practical realities of rolling out a new cashflow solution. Fluidly covers all bases from training up staff, to running joint marketing campaigns, to equipping accountants with the right data to offer sound advice.”