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.