What you can build with Fluidly today

Fluidly connects to the banks and ERPs you already use and turns them into live, visual building blocks. Here's what finance teams are doing with it right now.

See it

Live cash position

Every account, every currency, consolidated in your reporting currency — updated as the data lands, not at month-end.

Liquidity forecasting

Forecast cash flow from real accounts, invoices, and your own assumptions. Invoice-based and Holt-Winters models on your actual data.

FX exposure monitoring

See your currency exposure across accounts in real time — which currencies you're holding, where, and how much.

Dashboards you compose

Build the views you need from live components and arrange them however makes sense to you. Share them with whoever needs to see them.

Watch it

Balance & threshold alerts

Get told when a balance drops below a level you set, when a payment lands, or when an exposure crosses your policy.

Account events in real time

Fluidly watches the position so you don't have to refresh a dashboard to find out something changed.

Trust it

Every figure traces to its source

No AI in the data path — nothing fetches, distills, or decides what to show you. Plain, deterministic math, traceable back to a bank statement or ERP entry. No black box.

Historical accuracy

FX converted on the reference rates for the actual date, so yesterday's position is still yesterday's position.

The building blocks

Everything above is assembled from the same visual toolkit. Connect a source, shape the data, see the result — like a spreadsheet, but live.

Sources: bank accounts across 3,000+ EU banks; ERP/bookkeeping data (invoices, bookings) across 13 ERP vendors in SE/NO/DK/FI.
Filter: by time, amount, category, text, or threshold.
Calculate: arithmetic on amounts, run a value through a business model, periodize over time, repeat, min/max/average over a period. Each block is like a live Excel cell.
Trigger: by click, on a schedule, from your calendar, by API, or when an amount crosses a level.
Currency: monitor and convert between up-to-date rates.

Don't see your ERP? Get in touch — we add vendors as customers need them.

Want the transaction and treasury-automation layer too? That's what we're building next →