Getting started with Fluidly

Putting you in the best position to make the most of Fluidly

10 articles in this collection
Written by Luke Hemsley

An introduction to Fluidly's core areas

Navigate around the product with confidence

Written by Luke Hemsley
Updated over a week ago

How Fluidly's forecast is generated

Understanding the information within your Fluidly cashflow forecast

Written by Luke Hemsley
Updated over a week ago

First steps in Fluidly

Understand how to begin moulding your cashflow forecast

Written by Luke Hemsley
Updated over a week ago

Making adjustments to your forecast

How to add, edit and exclude predictions from your cashflow forecast

Written by Luke Hemsley
Updated over a week ago

Using Goal Planner

Model different scenarios and their impact on your cashflow

Written by Luke Hemsley
Updated over a week ago

Using Intelligent Chase

Improve incoming cashflow using Fluidly

Written by Luke Hemsley
Updated over a week ago

Introducing Funding

Fluidly's intelligent funding solution highlights available finance options

Written by Luke Hemsley
Updated over a week ago

Fluidly Starter vs Fluidly Standard

Understand the difference between the two Fluidly versions

Written by Luke Hemsley
Updated over a week ago

Managing your Fluidly settings

Adding other users, viewing legals, etc

Written by Luke Hemsley
Updated over a week ago

Creating account line groups

Written by Luke Hemsley
Updated over a week ago