Finance AI Index
Index Vendors › Fluidly · September 2026 Edition
1 category · Ranked

Fluidly

17Judge labels
4First choices
5Negative labels
7 of 12Models named it
1Category
September 2026 Edition. Every number here is derived from the raw labels under vendor table vv2026-09.2, every buyer segment counted.
Best standing
6% in Cash flow forecasting for mid-market buyers
Rank 5 of 86 in the mid-market standing
0 of 12 models made it the first choice on the direct prompt; 25% of its 8 labels there were negative.
By buyer segmentRead the same way at every buyer size.
In cash flow forecasting · each standing computed within its segment · bars are 0 to 100 · the accent bar is the product's own best reading

Standing by category

Every category where a model named Fluidly for a mid-market B2B company. Share is first choices across the direct, paraphrase, budget and scale prompts; rank is within every product named in that category.
CategoryFunctionShareRankNegative rateLabelsQuadrant
Cash flow forecastingTreasury and cash6%5 of 8625%8under 10 labels · led by Agicap at 18%

Movement

This is the first edition on this tier, so no move can be computed for Fluidly yet. From the next edition this section shows, per buyer segment, whether its share moved by more than the measured noise floor.

By model

How each model treated Fluidly across every prompt where it was named for a mid-market B2B company. Twelve models, six prompts per category.
ModelFirst choiceAlternativeMentionNegativeLabels
Claude Haiku 4.500000
GPT-5.4 mini00000
Gemini 3.5 Flash00000
Perplexity Sonar00000
Grok 4.1 Fast00011
Mistral Small01012
DeepSeek V4 Flash10001
Llama 4 Maverick00000
Qwen 3.7 Flash01001
Kimi K210001
GLM 4.7 FlashX01001
MiniMax M2.510001

By framing

Which of the six questions produced the naming. By model says how often; this says asked what. The first-choice count on the right carries the marks of the models that produced it.
FramingLabels by classFirst choices
Direct0 labelsNone
Paraphrase0 labelsNone
Comparative1 labelNone
Budget-constrained11 labels4
Scale-constrained0 labelsNone
Negative5 labelsNone
First choiceAlternativeMentionNegative17 labels in all, every segment counted; 4 of the 4 first choices count toward share, since the comparative and negative framings do not. The bar is one segment per label class, to scale within the framing.

What the models said for it

Verbatim evidence the judge attached to positive labels.

“Start with Trezy (free plan) or Fluidly (free core plan) to get AI-powered forecasting at no cost.” Kimi K2 · Cash flow forecasting · budget prompt · first choice
“start with those built-in tools (Fluidly or QuickBooks Cash Flow Planner) since they're free or low-cost” MiniMax M2.5 · Cash flow forecasting · budget prompt · first choice
“otherwise, Fluidly as a free standalone option” DeepSeek V4 Flash · Cash flow forecasting · budget prompt · first choice
“If you need a free, stand-alone AI forecaster that integrates with Xero or QuickBooks, Fluidly is a strong choice.” Mistral Small · Cash flow forecasting · budget prompt · alternative

And against it

Verbatim evidence attached to negative labels. A warning on a product with few labels is a warning; on a product with many, it is one voice among them.

“Defunct or Unreliable Tools (e.g., Fluidly) ... Shut down in 2023” Grok 4.1 Fast · Cash flow forecasting · negative prompt · hard negative
“Some tools, like Float or Fluidly, may not be suitable for rapidly growing or contracting businesses” Mistral Small · Cash flow forecasting · negative prompt · soft negative

Named alongside

The products named in the same answers as Fluidly, over the 17 answers that named it. Took the first choice instead counts the answers where the other product was the first choice and Fluidly was named but was not.
ProductSame answerTook the first choice insteadHead to head
QuickBooks Cash Flow Planner13 of 176Not in the top three
Cash Flow Frog11 of 170Not in the top three
Float10 of 171Not in the top three
Pulse8 of 171Not in the top three
Trezy6 of 172Not in the top three
Xero Cash Flow Forecasting5 of 171Not in the top three
Fathom4 of 170Not in the top three
Microsoft Excel3 of 171Not in the top three
Excel/Google Sheets3 of 170Not in the top three
Kyriba3 of 170Not in the top three
A head-to-head page exists where both products are in a category's top three. The other rows are the same fact without a page behind them, so they link to the product instead.

What carried it into the answer

The sites and pages cited by the answers that named Fluidly. A fact about retrieval, not a lever on the model.

Citations exist only for the models that return a source list, four of the twelve in this edition, so these counts come from 17 of the 17 answers that named Fluidly and are not a share of its labels.

Domains cited

topfundsway.com14
guideflow.com12
g-accon.com10
cashflowfrog.com9
wise.com9
accountingweb.co.uk6
uschamber.com6
trezy.io5
xero.com5
cashflowpick.com4

Eighty of the eighty domain citations in answers naming Fluidly came from somebody else's page.

Pages cited

Pages are listed as the models cited them.

Is this your product?

Claim this page

Claiming is free and changes nothing in the data. A claimed page shows a verified contact who is told when each edition publishes and when Fluidly's standing changes by more than the noise floor; the right to propose corrections to the vendor table, meaning names the judge wrote that should or should not read as Fluidly, applied by version and listed in the change log; and a one-line description supplied by the vendor and marked as such.

It does not get any change to labels, shares or verdicts, any preview, or any say over which quotes appear. A verification link goes to your work email; an address at fluid.ly is approved on the spot, any other address is reviewed by hand.

Your name and company appear on the claimed page, or the company alone if you ask below. A title and a LinkedIn address appear there too if you give them, and are left off if you do not. Your email address is never published.