Name: Fluidly
Price: 25 USD
Rating: 7 (1 reviews)
Author: Fluidly

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Help Authoring

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Operational Analytics

Enterprise

Accounting

Budgeting and Forecasting

Tax Compliance

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employee Scheduling

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

C/C++ Integrated Development Environments

Cloud Storage

Code Review

Data Catalog

Data Fabric

Data Quality

Data Recovery Service

Dynamic Application Security Testing (DAST)

Fraud Detection

IT Alert Management

Identity Governance and Administration

Integration Platform as a Service (iPaaS)

Low-Code Development

Master Data Management (MDM)

Network Access Control (NAC)

Network Performance Monitoring

Network Traffic Analysis (NTA)

Office Migration and Repair

Software-Defined WAN

Virtual Data Room

Virtual Desktop Infrastructure (VDI)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Email Marketing

Enterprise Marketing Management

Local Marketing

Marketing Automation

Screen and Video Capture

Social Media Management

Survey & Forms Building

Video Editing

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales

Antivirus

Insider Risk Management

Security Orchestration, Automation and Response (SOAR)

Security

Forestry

Last Mile Delivery

Legal Research

Library Management

Nonprofit CRM

Nonprofit Fundraising

Plagiarism Checker

Real Estate Property Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Oracle Fusion Cloud Enterprise Performance Management

Oracle

Sage Intacct

Sage

QuickBooks Online

Intuit

QuickBooks Desktop Pro

QuickBooks Desktop Enterprise

Xero

QuickBooks Desktop Premier

QuickBooks Online Advanced

Microsoft Dynamics GP

Microsoft

FreshBooks

Fluidly, offered by OakNorth Bank, is a debt finance solution designed to provide flexible and future-proof lending options for businesses. According to the vendor, this product caters to businesses of various sizes, from small and medium-sized enterprises (SMEs) to larger corporations. Fluidly is utilized by professionals in various industries including accountants, brokers, financial advisors, debt advisors, and lawyers, with the aim of supporting entrepreneurs and business owners in their growth and investment endeavors.

## Key Features

**Property Finance**: Fluidly offers property finance solutions for residential, commercial, and mixed-use property investments and developments. These options include flexible pricing structures, umbrella facilities, bridging loans, revolving credit facilities, and bespoke term debt. The vendor states that these solutions aim to support business owners in buy-to-let ventures, bioscience labs, hotels, and other property-related projects.

**Specialist Funds Finance**: Fluidly provides specialist funds finance, catering to various asset classes such as private equity, ESG, and credit hedge funds. The financing options available include subscription/capital-call facilities, hybrid facilities, NAV finance, and more. Previous financing partnerships include Bluegem Capital Partners, RM Funds, L1 Capital, and ICG Longbow, as stated by the vendor.

**Custom-Built Corporate Finance**: Fluidly offers custom-built corporate finance solutions for various capital-raising needs, including mergers and acquisitions, public-to-private takeovers, management buyouts, and initial public offerings. According to the vendor, the aim is to offer expertise and corporate financing within a few weeks to support business growth and expansion.

**Capital Expenditure for Future Investments**: Fluidly assists businesses in making long-term investments for future growth, such as sustainable machinery, land, technology, and human resources. The vendor emphasizes the focus on helping businesses retain their working capital while facilitating significant investments or scalable projects.

**Complexity-Friendly Financing**: Fluidly provides specialist financing options tailored to the unique needs of businesses. The vendor states that their aim is to offer custom-built financing solutions that go beyond traditional lending approaches.

**Experienced Team Focus**: Fluidly prioritizes the expertise and experience of the teams behind businesses rather than solely focusing on specific sectors. The lending decisions are based on understanding the people behind the business and working with expert teams across various industries, according to the vendor.

**Transparent and Deliverable Terms**: Fluidly offers transparent terms and aims to deliver on them without changing terms midway through the process. The vendor emphasizes their focus on providing a straightforward lending process without complications.

Basic

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Acumatica

SAP S/4HANA Cloud

Fluidly

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Software for tracking revenues and expenses and forecasting future revenue.

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Fluidly

Overview

What is Fluidly?