1. The basics
Learn how to:
- Monitor your entire portfolio, uncover cashflow issues and take action
- Easily view and adjust Fluidly's cashflow predictions
- Prioritise debtors and help clients collect overdue debt
- Measure the impact of different scenarios on clients' businesses
- Retrieve tailored funding offers for clients
Next steps:
- Log in to Fluidly and take a look around.
2. First steps in Fluidly
Learn how to:
- Edit or configure clients' cashflow forecast
- Adjust which bank accounts are included into clients' forecasts
- Reintroduce excluded invoices into clients' forecasts, if they've passed their expected payment date
Next steps:
- Add or remove a bank account from clients' cashflow forecast
- Examine excluded receivables and payables invoices – why have they past their expected payment date? Are they unpaid or unreconciled?
3. Make the most of Portfolio View
Learn how to:
- Look for signs of cashflow issues – and use them to start conversations
- Understand the pre-qualified funding offers available to clients
- Invite clients to use Fluidly Starter for free
Next steps:
- Look at your own portfolio view – can you spot any cashflow issues?
- Which clients have pre-qualified funding offers available? Have you ever discussed finance with them?
4. Model different "what if..." scenarios
Learn how to:
- Use plan different "What if..." scenarios for clients
- Vary timeframes, include and exclude inputs and rename different scenarios
Next steps:
- What are you hearing from your clients or within your own business?
- Pick a scenario and model it within Fluidly
5. Help clients get cash in the bank
Learn how to:
- How Fluidly categorises business' debtors into different risk categories
- The actions you can take to improve clients' incoming cashflow
- How to record and refresh information using Intelligent Chase
Next steps:
- Which debtors are causing clients problems?
- How could you use the information and features in Fluidly to improve incoming cashflow?
- If clients have spoken to a particular debtor recently, mark them as chased in Fluidly.
6. Introducing Funding
Learn how:
- Fluidly retrieves pre-qualified funding offers for your clients
- Funding offers are generated using a combination of accounting and public data
Next steps:
- Speak to your account manager about helping clients find funding.