Every Superhero needs a Sidekick: Interview with Fluidly

One of our "Every Superhero needs a Sidekick" series where we take a deep dive into Fluidly sitting at the end of our app-stack and ask how it can help us dodge those cashflow bumps in the road ahead.

14 November 2021
Reading time
Around 3 min

In the series so far, we have seen how we get all our data into the accounting system. But once your data is in your accounting software, how can we make the best use of it to inform our decision-making process to make better decisions today and avoid problems in the future? This is where Fluidly comes in and shows us the way forward.

Fluidly is built with cash flow as the main focal point. After plugging into your data, Fluidly look for patterns and behaviours to intelligently predict future movements and plot what the future could look like.

Cash Control

Fluidly gives you a dashboard to show you how your debtors and creditors are made up. Using this data you can drill in and focus on particular problem areas - such as using the debtors list to focus on the highlighted problems, rather than use your time on low-hanging fruit. This means that your time can be spent on more valuable issues than the items that might just work themselves out. Where time costs money, this is a great tool to help you get the most from the time you have.


Cashflows are automatically presented as a baseline forecast. This is 80-90% the way there in terms of being ready to go. Users can then override assumptions with known items and scenarios to re-plot the future and see how things could look. In addition, new scenarios can be added, such as planning for a new staff member or capital asset purchase. Fluidly have made this really easy by having common templates set up in advance, which you can still then tailor to your more unique needs.


Once you have your cash flow under control and your forecast in place, if there's still a need for additional cash in the business, Fluidly can help you to find funding that is tailored to your business and your needs. Fluidly act as a commercial broker and they help you to find pre-qualified options to take your business forward.

We have a page dedicated to Funding with Fluidly right here

If you'd like to know more about Fluidly or would like a demo about how it can work for you, please get in touch and we'll help improve your app-stack with Fluidly

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