In this video, you will learn:
- How the Portfolio View allows accountants and advisors to manage clients at scale.
- The Overview screen provides high level information from which to begin building an understanding of your cashflow.
- The Forecast allows you view and adjust Fluidly's predictions, building a picture of a business' cashflow forecast.
- Intelligent Chase allows businesses to prioritise and improve their credit control.
- Funding showcases pre-qualified finance offers available to a business.