Meet Fluidly at QuickBooks Connect London

5 min read
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Say hello to intelligent cashflow. Meet Fluidly at QuickBooks Connect London 2020.

QuickBooks Connect is your moment to step back from the day-to-day demands of running a business to get the learnings and skills to help blueprint your future. It’s two days of inspirational speakers, small group and one-one-one learnings, and support from some of the savviest experts in the industry. It’s also an opportunity to connect with solutions and 3rd party apps that are integral to QuickBooks and small business success, like our gold sponsor Fluidly.

See why Fluidly is excited to be part of this year’s QuickBooks Connect at Olympia London and what you can expect from their team.

  • Twitter: @Fluidly

  • Headquarters location: Shoreditch, London

  • Number of employees: 54

  • Fun Fact about company: We celebrate our big milestones with a team curry - it’s our founder Caroline’s favourite!

  • # of QBCs attended: 2

  • Favourite memory from a QBC event: We were proud crowd pleasers two years ago when we handed out hand warmers on a particularly chilly day at QBC!

  • Favourite part of QBC: The new ideas shared by speakers that help accountants and businesses manage finances better (this year including our CEO and Founder, Caroline Plumb!)


Tell us a little bit about Fluidly.

Fluidly is an Intelligent Cashflow tool for businesses and their financial advisors, which manages cash coming in, cash going out and everything in between. We integrate with QuickBooks to automatically forecast cashflow, then set about improving it.

Fluidly uses AI to produce a baseline forecast in minutes, so you can instantly see a business's financial future. No need for hours of manual input – our cashflow forecasts are real-time and updated automatically via QuickBooks.

The new 100% free version of our tool, Fluidly Lite, is packed with brilliant features – like a 90-day forecast and Intelligent Chase, which helps you prioritise the debt that matters most.

Whether you’re a business owner seeking peace of mind around your next VAT bill, or an accountant monitoring multiple clients, Fluidly helps you look further ahead. All without a spreadsheet in sight. Ta da!

How does Fluidly work with QuickBooks?

Fluidly connects seamlessly with QuickBooks to provide up-to-date information about your cashflow. It's easy to get started, all you need is your QuickBooks login. Our technical teams work closely to make sure we have good, clean data. We also team up on a number of joint endeavours including smaller events and cashflow related content for small businesses.

You’ll be exhibiting at QuickBooks Connect in London, 3-4 March. Tell us what attendees can expect to see from your team.

We’re on a mission to help small businesses sleep better at night by providing confidence, certainty and control around cashflow. We’ve just released Fluidly Lite, a 100% free version of our cashflow tool, and with it, we’re helping accountants bring Intelligent Cashflow to the masses.

We’re excited to share with attendees how they can provide their clients with 90-day forecasts and credit control - completely free! The team has also been working hard on some brand new, soon-to-be-announced features…

We don’t want anyone to miss out, attendees can pre-book a demo with a member of our team on the day by clicking this link.

Your team has joined us at previous QuickBooks Connect events. What keeps you coming back?

We know it’s always a busy time in the accountants’ calendar and we don’t always get the chance to chat to our partners face-to-face. QuickBooks Connect provides us with the opportunity to catch up with current partners and meet new ones. Whether you’re a long time partner or you’re only just hearing of us, we love having a chat about the challenges in your practice.

What advice do you have for small businesses?

QuickBooks Connect is packed full of topical keynotes, inspiring insights and engaging workshops. It can be a bit overwhelming and you can’t attend everything. To make the most of your day, we recommend thinking about your business problems and where you might find solutions. E.g. If you have problems with cashflow, cashflow forecasting software like Fluidly could help. Come see us at stand A2, opposite the QuickBooks booth. We’ll also be giving away our famous purple notebooks so you can note down your day’s learnings.

This year’s event theme is Own the Future. What makes your team excited about the opportunities ahead in the new world of work? How does Fluidly help small businesses grow and fuel their success?

As a cashflow forecasting tool, we are all about looking to the future. It’s our mission to help small businesses sleep better at night and we do that with our real-time cashflow forecasting software. It connects to QuickBooks and uses the data in it to automatically build a detailed baseline cashflow forecast. No more modelling or stress – our artificial intelligence loves to crunch the numbers and predict the future. What are we excited about? Not only does our data allow us to understand What’s happening in the business, but it also allows us to analyse So what does that mean? and finally Now what can we do about it? We can’t wait to share all the ways Fluidly can help accountants own their future through cashflow services.

What are you most excited about for this year’s event?

It’s our first time as Gold sponsors at QuickBooks Connect. We’re coming back bigger and better than ever. We are so excited to share everything we’ve been working on over the last year with accountants and businesses alike.

What’s on your team’s must-do list during QBC London?

We’ll definitely catch our CEO and Founder, Caroline Plumb as she joins the panel on What’s New in Tech and How It Improves Productivity on Day 1. We’re also excited to listen in on Trent Mclaren and Will Farnell’s talk on How to Price 3rd Party App Advisory Services (like us!)

Meet Fluidly and other key partners by joining us at QuickBooks Connect in London. Check out this year’s agenda, speakers, and sponsors – and sign up now to save your spot. 

Register for QuickBooks Connect


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