Fluidly

Frequently Asked Questions about Fluidly

Who are Fluidly?

Fluidly is a financial management platform designed to help businesses manage their cash flow effectively. Founded with the aim of providing real-time insights into financial health, Fluidly uses advanced technology to deliver forecasting and analysis tools to its users.

What are Fluidlys products?

Fluidly offers a range of financial management products, including cash flow forecasting, financial analytics, and reporting tools. These products aim to enhance visibility into a companys financial situation and facilitate better decision-making.

What services do Fluidly offer?

Fluidly provides services focused on cash flow management, including automated cash flow forecasting, scenario planning, and integration with accounting software to streamline financial processes.

What type of companies do Fluidlys products suit?

Fluidlys products are suitable for small to medium-sized enterprises (SMEs) that require enhanced cash flow visibility and management capabilities. The platform is particularly beneficial for businesses looking to improve their financial forecasting and analysis.

How much do Fluidlys products cost?

The pricing for Fluidlys products varies based on the specific services and features selected. Interested users are encouraged to contact Fluidly directly or visit their website for detailed pricing information tailored to their needs.

Does Fluidly offer a free trial?

Fluidly typically offers a free trial period for new users to explore the platform and its features. This allows potential customers to assess the products fit for their business before making a financial commitment.

What discounts does Fluidly offer on their products?

Fluidly may offer promotional discounts or special pricing for longer-term commitments. It is advisable to check their website or contact their sales team for any current offers or discounts that may be available.

Are there any hidden fees or additional costs with Fluidly?

Fluidly is transparent about its pricing, and there are generally no hidden fees. However, users should review the terms and conditions and consult with Fluidly for any specific inquiries regarding additional costs.

Who uses Fluidlys products?

Fluidlys products are used by financial professionals, business owners, and accountants in SMEs who require effective cash flow management and financial forecasting tools.

What are the main features of Fluidlys products/services?

Key features of Fluidlys products include automated cash flow forecasting, real-time analytics, reporting tools, scenario planning, and integration capabilities with various accounting software platforms.

How does Fluidly compare to its competitors?

Fluidly stands out among its competitors due to its focus on cash flow management and automated forecasting. While competitors may offer similar features, Fluidlys user-friendly interface and integration capabilities are often highlighted as significant advantages.

Is Fluidlys platform easy to use?

Yes, Fluidlys platform is designed to be user-friendly, with a clear interface that allows users to navigate through the features easily. The platform aims to provide an intuitive experience for users with varying levels of financial expertise.

How easy is it to set up Fluidlys product or service?

Setting up Fluidlys product is generally straightforward. Users can easily connect their accounting software and begin generating cash flow forecasts. The onboarding process is designed to be simple to minimise disruption to business operations.

Is Fluidly reliable?

Fluidly is considered a reliable platform, with a strong track record in delivering accurate financial forecasts and insights. The company employs robust technology to ensure data integrity and reliability.

Does Fluidly offer customer support?

Yes, Fluidly offers customer support through various channels, including email and online resources. Users can access help documentation and contact support for any queries or issues they may encounter.

How secure is Fluidly’s platform?

Fluidly prioritises security and employs industry-standard measures to protect user data. This includes encryption and adherence to data protection regulations to ensure the safety of financial information.

Does Fluidly integrate with other tools or platforms?

Yes, Fluidly integrates with various accounting software and financial tools, allowing for seamless data transfer and enhanced functionality. This integration capability is designed to streamline financial management processes.

Can I use Fluidly on mobile devices?

Fluidlys platform is accessible via web browsers, and while there may not be a dedicated mobile app, users can access the platform on mobile devices through their web interface.

What do users say about Fluidly?

Users generally report positive experiences with Fluidly, highlighting its ease of use, effective forecasting capabilities, and the clarity it brings to cash flow management. Some users appreciate the automation features that save time on financial tasks.

What are the pros and cons of Fluidly?

Pros include user-friendly design, automated forecasting, and strong integration capabilities. Cons may include limited features for larger enterprises and the need for a reliable internet connection to access the platform.

How can I purchase Fluidly’s services?

Users can purchase Fluidlys services by visiting their website and signing up for a plan that suits their business needs. Detailed instructions for the purchasing process are provided on the site.

What is the cancellation or refund policy for Fluidly?

Fluidly’s cancellation and refund policy is outlined on their website. Users should review the policy to understand the terms associated with cancelling their subscription and any potential refund eligibility.

What are the common use cases for Fluidly?

Common use cases for Fluidly include cash flow forecasting, budgeting, financial reporting, and managing financial scenarios to assist in strategic planning and decision-making.

Why choose Fluidly over other options?

Choosing Fluidly may be advantageous for businesses seeking a dedicated cash flow management solution that combines automation with user-friendly features, allowing for more accurate financial forecasting compared to other general accounting tools.

Does Fluidly offer training or tutorials?

Fluidly provides various resources, including tutorials and training materials, to help users maximise their use of the platform. These resources are available on their website and can assist users in navigating the features effectively.

What languages does Fluidly support?

Currently, Fluidly primarily supports English. Users should check with Fluidly for any updates or plans to support additional languages in the future.

What problems does Fluidly solve?

Fluidly helps businesses solve issues related to cash flow visibility, financial forecasting inaccuracies, and manual reporting processes, enabling better financial decision-making and planning.

Is Fluidly worth the investment?

Fluidly is considered a worthwhile investment for SMEs looking to improve their cash flow management and financial forecasting capabilities, as it can lead to more informed business decisions and enhanced financial stability.