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 a business' cashflow.

  • The Forecast allows you view and adjust Fluidly's predictions in a very short space of time.

  • Intelligent Chase allows businesses to prioritise and improve their credit control.

  • How to use Goal Planner to easily model different business scenarios.

  • Funding showcases pre-qualified finance offers available to a business.

Next steps?

  • Log on to Fluidly and take a look around, investigating the different areas of the product.

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