Fluidly Review: Is It The Right Predictive Analytics Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
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Overview
Pricing
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
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What is Fluidly?
Fluidly is a game-changing software that empowers small businesses and their accountants with the gift of peaceful slumber. By linking directly to your Xero or QuickBooks account, Fluidly automates the time-consuming task of cashflow forecasting, rendering spreadsheets obsolete. With its real-time updates, users can easily interpret their financial situation through informative charts. Moreover, Fluidly also offers instant access to a wide range of pre-qualified funding opportunities, without any obligation to proceed. Say goodbye to manual processes and hello to a stress-free and efficient way of managing your business finances with Fluidly. Swing open the door to financial success and confidence with Fluidly.
Pricing
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
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Fluidly Software Demo
Fluidly was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Fluidly
- Use cases
- Small business cash flow management, Accountants managing client finances, Financial forecasting for SMEs
- Team types
- Small business owners, Accountants and bookkeepers
- Company size
- 1-50 employees, 51-500 employees
- Workflow style
- Simple and streamlined
- Setup complexity
- Low
Why teams choose Fluidly
Automated cash flow forecasting linked directly to accounting software
Real-time financial updates with easy-to-understand charts
Access to pre-qualified funding opportunities
Is Fluidly right for you?
What buyers should know before shortlisting Fluidly
Fluidly revolutionizes cashflow forecasting for small businesses by automating the process and providing real-time insights. Its integration with popular accounting software makes it a practical choice for accountants.
Fluidly pros and cons
- Fluidly pros
Automated cash flow forecasting linked directly to accounting software
Real-time financial updates with easy-to-understand charts
Access to pre-qualified funding opportunities
- Fluidly cons
Limited integration beyond Xero and QuickBooks
Potentially insufficient for complex enterprise financial needs
Ready to try it?
Get started with Fluidly
Start your free trial — no credit card required.
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What is the pricing of Fluidly?
Fluidly Pricing Plans
STARTER
1 user
3 month forecast
Available online
Save 1 plan
Chase overdue invoices
Show more +
STANDARD
20 users
12 month forecast
Unlimited versions to download
Save & download multiple plans
Chase & track overdue invoices
Show more +
PLUS
Unlimited users
12 month forecast
Unlimited versions to download
Save & download unlimited plans
Chase & track overdue invoices
Show more +
Fluidly reviews and ratings
Buyer sentiment
Insufficient review data available to determine overall buyer sentiment.
What buyers like
- Automates cashflow forecasting
- Real-time updates
- Integrates with accounting software
Common complaints
- Limited to specific accounting software
- May require setup time
- Pricing not transparent
What users are saying
TD
Tony Down FCCA
07/03/22
Highly professional and proactive service
I can highly recommend Lorraine Thompson and Kieran Singh, for the engaging and highly professional manner in which they secured the £250K investment ...
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J
Jim
05/31/22
Can't thank or recommend these guys…
Can't thank or recommend these guys enough really helped us quickly and efficiently doing in 3 days what a well known high st bank couldn't do in 6 months.
KW
K Whisson
04/24/22
Excellent service
We were introduced to Fluidly by our accountant as we were looking for RLS loan to aid with cash flow due to the increase in volume of orders we had ...
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AS
Adam Silverwood
02/28/22
I would highly recommend Kieran Singh…
I would highly recommend Kieran Singh at Fluidly. Kieran worked tirelessly to obtain the best possible asset finance deal for our company. He ...
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KB
Kieran B
02/02/22
Highly Recommend!
Kieran was very helpful throughout the whole process, making sure we were happy with how it was progressing, and keeping us up to date the whole ...
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RH
Roger Harrison
01/24/22
Very efficient and quick turnaround
Kieran was very, very efficient and moved really quickly to secure several offers to meet our requirements. He was a very strong communicator always ...
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Fluidly security and data handling
Key compliance certifications and security features for IT and security teams evaluating Fluidly.
Certifications
Developer & data
Alternatives to Fluidly
Fluidly Support Options
Frequently Asked Questions About Fluidly
Common questions buyers ask before choosing Fluidly.
Buyers commonly note the following limitations of Fluidly: Limited integration beyond Xero and QuickBooks; Potentially insufficient for complex enterprise financial needs; Lack of publicly available pricing information.
Some top alternatives to Fluidly includes Float, PayPie, Cashforce, Amazon Forecast and flowpilot.
Fluidly offers Free Trial, Subscription pricing models
The starting price is not disclosed by Fluidly. You can visit Fluidly pricing page to get the latest pricing.
Ready to try it?
Get started with Fluidly
Start your free trial — no credit card required.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
