Fluidly review
A focused cash forecasting platform for European finance teams with open-banking feeds.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Fluidly is a web-based cash visibility and finance-control platform for Nordic finance teams, companies, funds, family offices, and accounting firms. It connects European bank accounts with ERP and bookkeeping systems, then brings cash positions across accounts and currencies into one view. Its feature set covers liquidity forecasting, invoice-based forecasting, Holt-Winters methods, FX exposure monitoring, currency conversion, threshold alerts, financial calculations, and shareable dashboards. The visual business canvas gives finance teams a workspace for live financial views and reports, while scheduled, API, or threshold-triggered email actions support recurring monitoring.
The published plans show a paid-only structure. Essential costs 1,290 SEK per month and includes a live consolidated cash position, liquidity forecasting, FX exposure monitoring, business canvas, spend threshold alerts, and support within a few business days. Business costs 2,490 SEK per month and adds multiple ERP connections, priority support, an uptime commitment, and historical FX timelines. Both prices are monthly, and prices exclude VAT. The pricing page offers SEK, EUR, NOK, and DKK selectors; the opened page displays SEK prices. For teams that need a lower-cost entry point or a free tier, Fluidly is not a fit. Bank connectivity also has a limit of three connections.
Fluidly’s strongest case is for organizations that need forecasting workflows tied to live financial inputs rather than a narrow cash-balance dashboard. Its integration list includes Fortnox, Björn Lundén, Spiris, Tripletex, Visma, e-conomic, Billy, Visma Dinero, Procountor, Visma Netvisor, Microsoft Business Central, Xero, and QuickBooks. Scenario planning with live recalculation, filtering and calculation blocks, and FX monitoring broaden the platform for finance teams managing multiple currencies or changing assumptions. Choose Fluidly if European bank and accounting-system connectivity, cash visibility, and forecasting are priorities. Consider an alternative if you need more than three bank connections, a free plan, or capabilities outside its cash-control and forecasting focus.
Fluidly pros and cons
- Where it wins
- Live consolidated cash positions across banks and currencies
- Invoice-based and Holt-Winters liquidity forecasting
- What-if scenarios, FX monitoring, alerts, and regional integrations
- Where it doesn't
- Paid plans start at 1,290 SEK per month
- Bank connections are limited to three
- Business is required for multiple ERP connections
Fluidly fact sheet, pricing and score →
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