Case Study: Inform Accounting helps clients access government loans with Fluidly

How Inform Accounting Helped Clients Access Government Loans

Inform Accounting, an accounting firm, needed a faster, easier way to help clients access funding as part of its business advisory service during the pandemic. One e-commerce client in particular required finance to support stock purchases while revenue was falling, and Inform wanted to provide the right support without adding to its already stretched team.

Fluidly provided a simple funding service that matched Inform’s client with options from multiple lenders, including government-backed coronavirus loans such as CBILS. Fluidly handled the paperwork and lender process end to end, helping secure £150k in CBILS funding, saving Inform time and resource, earning them a referral payment, and making funding conversations a stronger way to retain and grow client relationships.

Inform Accounting

Sian Kelly

Managing Director