Codat allows Fluidly to automate their cash flow forecasting by enabling the flow of live and standardised accounting data.

About Fluidly

Fluidly wants to revolutionise the relationship between SMEs and their money, providing a singular view of the money flowing in and out of a business.

Fluidly uses artificial intelligence to interpret financial data contained within cloud accounting packages to forecast, optimise and protect cash flow for a business.

Our Approach

Offering had to be automated

In order for their product to be market-leading and useful for their customers they needed to provide near real time forecasting.

Data had to be standardised

In order to properly analyse their customer’s data with their AI, the data needed to be in the same format irregardless of the accounting software that it originated from.

Time consuming in-house build

Fluidly understood the importance of accounting integrations to power their product however, building and maintaining integrations take up valuable developer time.

Bespoke synchronisation

Fluidly were able to set a synchronisation frequency with their customers accounting platforms which enable them to give near real time insights.


Codat standardises customer accounting data into a single format, irrespective of the underlying accounting software.

A single API

Rather than spend time trying to build individual integrations to the different accounting platforms their customers' used - Codat allowed them to connect via a single API, built, maintained and managed by Codat.

“Codat's wealth of experience in the space is really reflected in their product offering. Clearly having put themselves in their customers' shoes, their API is both well-documented and simple to use.”

Johnnie Ball
Chief Data Scientist