Getting started with Fluidly

Training videos to make the most of Fluidly

9 articles in this collection
Written by Andrew Warden

An introduction to Fluidly's core areas

Navigate around the product with confidence

Written by Andrew Warden
Updated over a week ago

Making the most of your Fluidly Portfolio

Drive insightful and actionable conversations

Written by Andrew Warden
Updated over a week ago

How Fluidly's forecast is generated

Understand the information within your cashflow forecast

Written by Andrew Warden
Updated over a week ago

First steps in Fluidly

Begin moulding your cashflow forecast

Written by Andrew Warden
Updated over a week ago

Making adjustments to your forecast

Add, edit and exclude predictions in your cashflow forecast

Written by Andrew Warden
Updated over a week ago

Adding context using notes

Leave reminders and share insights about your cashflow forecast

Written by Andrew Warden
Updated over a week ago

Using Goal Planner

Model different scenarios and their impact

Written by Andrew Warden
Updated over a week ago

Using Intelligent Chase

Improve incoming cashflow using Fluidly

Written by Andrew Warden
Updated over a week ago

Fluidly Starter vs Fluidly Standard

Understand the difference between the paid and free versions

Written by Andrew Warden
Updated over a week ago