Case Study: Fluidly achieves automated, near-real-time cash flow forecasting with Codat

Codat allows fluidly to automate their cash flow forecasting by allowing the flow of live and standardised accounting data

Fluidly, a company that uses AI to forecast and optimise SME cash flow, needed near real-time forecasting but faced fragmented accounting data across different platforms and the high cost of building and maintaining multiple integrations. To solve this, they turned to Codat to provide live, standardised accounting data and a single integration point.

Codat implemented bespoke synchronization frequencies and standardised customers' accounting data into a single format via Codat’s single API, removing the need for Fluidly to build individual connectors. As a result, Fluidly automated near real-time cash flow forecasting, delivered faster insights to customers, and freed developer time by relying on Codat to build, maintain and manage the integrations.

Fluidly

Johnnie Ball

Chief Data Scientist