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.
Did this answer your question?