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