Free software for our clients

During the Coronavirus outbreak, we are working hard to find ways to help our clients through this challenging time.

We are regularly updating you on the various support packages offered by the Government. We would also like to offer clients using Xero or QuickBooks Online the option to sign up to two software apps for free to help manage your cash flow.

Through partnering with both software providers we believe that these apps could be hugely beneficial to you.

This add-on software is free of charge until 30 June 2020 and at a reduced rate until 31 March 2021 (cancel with 30 days notice) for our clients who use Xero or QuickBooks Online.  We will also include basic implementation and 1 hour of support for any clients who sign up by 30 June 2020.


The apps are:

Fluidly to monitor your cash flow

What does the software do?

Fluidly uses Artificial Intelligence to predict when your customers will pay you and when you will need to pay staff, suppliers, HMRC etc and provide you with a detailed, but easy to understand cash projection.

What are the benefits of the software?

  • Monitor your daily, weekly or monthly cash flow for up to 3 months
  • Extend to a 12 month projection, subject to monthly fee
  • Flexible – amend predictions as necessary
  • Include your Self Assessment and/or VAT deferral payments and know you will have the cash available to pay these before 31 March 2021

Chaser or Fluidly to manage customer debts

What does the software do?

Chaser will send automatic reminders, based on your templates and schedules, to customers, prompting them to pay.  Reminders can be sent before due date and/or when overdue, as well as sending a thank you message to your customers automatically when paid.
Fluidly will use Artificial Intelligence to tell you the customer debts to focus on chasing, i.e. those who have overdue debts and have historically paid you late by analysing customer payment patterns.  You then review then reminder template and confirm to send to your customer.

What are the benefits of the software?

  • Receive cash sooner by prompting customers to pay
  • Reduce risk to bad debt

FREE Xero Health Check

For our clients who use Xero we are happy to health check and review your data, providing you with an overall health score and recommendations or areas to review/discuss.
If you would like to find out more, please contact a member of the Digital Solutions Team T: 01743 273273   E:

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