Getting started with Fluidly

Training videos 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

Making the most of your Fluidly Portfolio

Drive insightful and actionable conversations

Written by Luke Hemsley
Updated over a week ago

How Fluidly's forecast is generated

Understand the information within your cashflow forecast

Written by Luke Hemsley
Updated over a week ago

First steps in Fluidly

Begin moulding your cashflow forecast

Written by Luke Hemsley
Updated over a week ago

Making adjustments to your forecast

Add, edit and exclude predictions in your cashflow forecast

Written by Luke Hemsley
Updated over a week ago

Adding context using notes

Leave reminders and share insights about your cashflow forecast

Written by Luke Hemsley
Updated over a week ago

Using Goal Planner

Model different scenarios and their impact

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

Explore pre-qualified finance options available

Written by Luke Hemsley
Updated over a week ago

Fluidly Starter vs Fluidly Standard

Understand the difference between the paid and free versions

Written by Luke Hemsley
Updated over a week ago