Caroline is Founder and CEO of Fluidly, a venture-backed business using financial modelling, AI and machine learning to deliver automated cashflow forecasting for SMEs. Get paid faster, see your financial future and have control, certainty and confidence around cashflow.
Caroline previously co-founded and led FreshMinds, an innovation consultancy, and FreshMinds Talent, a recruiting business. The businesses have won a number of Best Agency awards and have regularly been listed in the Sunday Times' 100 Best Small Companies to Work For.
Caroline is one of the Prime Minister's Business Ambassadors, representing the Professional Services sector which includes Accountancy. She has a First Class degree in Engineering, Economics and Management from Oxford University, is on the industrial advisory board of the Engineering department and was awarded an OBE in the Queen’s 90th Birthday Honours List in 2016. She has three very noisy small children.
At Fluidly we do credit control software for automation and debtor CRM with all the features you mention above that you need. We currently integrate with Sage 50, Sage Business Cloud, QuickBooks and of course Xero. Any use to you? Contact us via the live button on our website -https://fluidly.com if you need any help/ have any questions..
We're a new provider in this space using Artificial Intelligence to support and automate forecasting. We use the historic transaction data to make baseline predictions to cut down on modelling time, dynamically update as new actuals are received and deliver forecasting more quickly and at scale/ across an entire client base (so you can see who is getting into trouble and do something about it in advance!). We're building the product all the time and very keen on taking on feedback so we're heading in the right direction - so do take a look and would love to know what you think/ how we should improve it! Caroline
Here at Fluidly we don't break it out by days like this, but offer automated customer statements (amount owed, broken now by invoices, ability to add a logo, select day of the month you want the statement sent etc) if that would help? Caroline