CPD Courses

Fluidly Product Training

Training Course Fluidly

About the CPD course

The aims of this workshop are as follows: To give Accountants a greater understanding of Fluidly and the benefits to their practice and clients. The workshop covers; getting set up and navigating around the Fluidly app; getting clients paid faster using Fluidly’s intelligent actions and automated reminders; keeping track of clients’ customers using Fluidly’s CRM system; generating and editing cashflow forecasts using Fluidly; comparing and monitoring clients with Fluidly’s portfolio view and talking to clients about improving cashflow.

CPD Provider




Fluidly is an Intelligent Cashflow engine. It constantly analyses and learns from transactions to highlight threats, maximise opportunities and transform your business. Predict your financial future with automated cash forecasting. Fluidly combines artificial intelligence with financial modelling so you can look ahead with confidence. Fluidly continuously monitors your transactions – checking for unusual patterns and alerting you to the things that matter.

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