SlideBy combines banking and cash flow forecasting. Manage what has happened and what will happen to your future company cash.
SlideBy can combine your banking, payment and receipt information for a complete view of your past, current and future transactions and bank balances within one app.
CONNECT YOUR BANK
Check your bank is connected to SlideBy! Our latest release includes connectivity to the following banks:
- First Direct
SLIDE LEFT (YOUR HISTORY)
Sliding left shows your payment and balance history, sorted by date (in columns) and by your income and expenditure categories (in rows). See when a customer has paid you and how much they paid. Check which suppliers you have paid, when you last paid them and the amount you paid.
SLIDE RIGHT (YOUR FUTURE)
Sliding right reveals your future bank balance for any given day! Your forecast is based on current cash in the bank and anticipated receipts and payments, including invoices you know you have to pay (in black) and can include estimates of what you think you’ll have to pay (in blue). Easily convert estimates to invoices when you’re ready.
CUSTOMISE TO YOUR BUSINESS
Income and expenditure headings can be customised and mapped to your business’s customer and suppliers to let you allocate invoices, estimates and receipts. Add and delete headings; and change their order to suit your changing priorities.
If multiple people manage your company’s finances, SlideBy allows you to grant and rescind control to other users. This shared access is on-demand, allowing users to see updates in real time as they happen.
MANAGE FUTURE INCOME AND EXPENDITURE
Use SlideBy to see when you expect money to arrive from your income sources. View any customer’s payment history and unsettled invoices in readiness for conversations when chasing debts. Manage your expenditure by reacting to your future cash flow conditions: if cash will become tight you can use SlideBy to control the items in your cash flow: delay a future-dated payment to prevent going overdrawn or below your minimum target balance…
SET A MINIMUM TARGET BALANCE
Set and alter a target balance to help you keep an eye on the minimum amount needed to run your business. SlideBy will alert you when your future balance is due to dip below your minimum target, helping you to plan ahead in the days and weeks beforehand.
Use SlideBy’s unique ‘cards’ feature to slide a receipt on to your chosen customer or supplier line.
SlideBy is owned and operated by Cashfac PLC. Cashfac PLC is a registered Account Information Service and Payment Initiation Service provider, reference no. FRN 805666 at fca.org.uk/register. Cashfac PLC is authorised and regulated by the Financial Conduct Authority.
SlideBy is not endorsed or sponsored by any of the Banks or Account Providers that provide connections to SlideBy.
App name rebranded to “SlideBy” (previously “The Slide App”)
Automatically populate your forecast with regular transactions
Available bank connections: Barclays, First Direct, HSBC and Lloyds
Ratings and ReviewsSee All
This app is a complete waste of time as it doesn’t sync with the banks stated
Developer Response ,
Dear antr79, thank you for taking the time to leave feedback and sorry to hear you’ve experienced connection issues.
We’re aware of the issue with one of our connected banks. That Bank is working on resolving their sync issue.
Please visit our Community - www. community.theslideapp.com – for more information and to be kept informed when the connection is restored.
Up to six family members will be able to use this app with Family Sharing enabled.