Planning investments with Tidely

Plan long-term investments effortlessly

Learn how to easily plan future investments and compare them using scenarios with Tidely. Find out with just a few clicks how many employees you can hire, whether moving to a new office will lead to cash flow bottlenecks, and much more.

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The challenges of investment planning and the solution with Tidely

Long-term planning for the impact of investments poses a major challenge for many companies. Without the right tools, predictions can quickly become confusing, error-prone, and inaccurate.

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Lack of a data foundation

Without a solid data foundation, forecasts are often inaccurate and based on assumptions rather than facts. This leads to uncertainty and increases the risk of poor decision-making.

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The solution with Tidely

Thanks to real-time data integration, Tidely always works with the most current data, enabling informed and precise planning.

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Complexity and lack of clarity

Manual Excel spreadsheets and working with large datasets in Excel are highly prone to errors and difficult to navigate. This makes it hard to create clear and precise forecasts.

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The solution with Tidely

Tidely brings all your financial data together in one intuitive, user-friendly platform that minimizes errors and provides a clear overview.

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Lack of flexibility

Traditional planning methods leave little room for spontaneous changes. This leads to problems when unexpected events occur.

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The solution with Tidely

Tidely enables quick adjustments and easy comparison of events within scenarios.

What our customers say:
‍TidelyImpact on liquidity management

As an independent Pilates studio, we face new challenges and changes every day—and not just since the pandemic. Thanks to tidely, we can focus on our fitness offerings without worrying about outstanding invoices, and we can easily ensure our long-term liquidity.

Lukas Fehling
Lukas Fehling
Management
,
Pilates Sports

What I like about tidely is that I can get a clear overview of how our cash flow behaves under different scenarios in just a few minutes. All bank accounts can be connected and synchronized in real time.

Joshua Schmid
Joshua Schmid
Managing Director
,
Space Forge

We finally have the ability to automate our accounting processes, which saves us countless hours of work and a lot of stress! Tidely allows us to create detailed financial plans exactly the way we want them, and we are very grateful for that!

Leon Jakupi
Leon Jakupi
Management
,
mmb

I have been creating plans for the coming year for 30 years. I have never finished so quickly, and I also believe that the plan has never aligned so accurately with the actual situation. Because I am connected to my account, I can no longer forget anything or simply leave things out.

Ute
Ute
Managing Director
,
Passepartout Rental Service

Highly intuitive software! The user-friendly interface makes it easy for even untrained users to get up and running quickly and intuitively. This allows you to achieve initial results in no time and contribute to the company's transparency.

Kevin
Kevin
CFO
,
EVOMECS GmbH

Tidely is a tool that gives us an up-to-date overview of our financial status. It also greatly simplifies our cash flow planning. The interface is incredibly clear and features a very innovative design. So far, the program has saved us a significant amount of time and improved our workflow.

Franz
Franz
Managing Director
,
MH Consulting

In my view, Tidely is one of the most useful tools for e-commerce companies. Since implementing Tidely, my overall peace of mind has completely changed. Tidely gives me a great sense of security and lets me sleep soundly, simply because I know I have a clear view of all my numbers now.

Dennis Baltzer
Dennis Baltzer
CEO & Founder
,
BETTER BE BOLD

Finally, no more Excel-based cash flow planning! Connecting your company accounts makes reconciling and categorizing transactions so much easier. Plus, the automated categorization based on historical transaction data saves a significant amount of time.

Alex
Alex
Managing Director
,
Flies Real Estate Ltd.

The ability to easily create categories and rules, the automatic synchronization of all bank accounts, and the scenario planning features all round out a straightforward and secure approach to liquidity management for our company. A standout feature, however, is the excellent customer service and support, which provides truly tailored solutions.

Mairita
Mairita
Financial Operations Manager
,
Dynamic Biosensors GmbH

With Tidely, I can provide figures quickly, and that is simply invaluable! I have much better visibility into our liquidity and can justify the numbers to bank advisors and my employees at any time.

Alexandra Mehlis
Alexandra Mehlis
Managing Director
,
Mehlis Consulting GmbH

I would honestly recommend Tidely to every company. I can’t think of a single business where it wouldn’t be useful. After all, if you don’t have an overview of your liquidity, you’re flying blind—and whether you succeed or not is just down to luck.

Andreas Düvel
Andreas Düvel
Senior Franchise Consultant
,
HOMECARE - Your Daily Living Assistants

Concrete Tidely features for reliable investment planning

Tidely offers a wide range of innovative features to simplify investment forecasting. Discover how our platform can revolutionize your financial planning.

Test all investment scenarios

With Tidely’s scenario analysis, you can simulate various investment options and test their impact on your liquidity. This allows you to make informed decisions and be prepared for any eventuality.

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Create valid forecasts based on the latest figures

Tidely integrates all relevant financial data in real time, giving you a comprehensive, up-to-the-minute overview. This minimizes errors and ensures your planning is based on the latest information.

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Compare your plans with reality

The plan-vs-actual comparison allows you to measure your planned investments against real-world results. This lets you spot discrepancies immediately and react quickly to stay on track with your goals.

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Plan flexibly and individually

With Tidely, you can set individual plan values tailored precisely to your needs and goals. This flexibility helps you create detailed, customized financial plans that meet your specific requirements.

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You want to test Tidelytry it out for free?

Understanding, testing, and implementing Tidely is simple and transparent.
Here is what to expect:

Simply create your Tidely trial account here or by clicking the "Start your free trial" button.

You can test all of Tidely's features for 7 days for free, with no credit card required.

Convinced? Add a payment method in the app and you can use Tidely permanently!

What are you waiting for? Book a personal consultation right here with:

Frederik Schroeder, Senior Account Manager at Tidely
Frederik Schroeder
Senior Account Manager
Christopher van der Meyden, Senior Sales Consultant at Tidely
Christopher van der Meyden
Senior Sales Consultant

More Tidely features for every requirement inCash flow management

Tidely provides all the tools for seamless management of complex financial structures and efficient liquidity management. From precise reporting and user-friendly exports to a customizable dashboard and efficient auto-categorization.

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Reporting & Exports

Tidely's tools for analysis, reporting, and exporting empower you to make informed financial decisions. Learn how to create tailored reports and export them in various formats.

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KPI Dashboard

With Tidely, you will never lose track of your finances again! Learn how to put together a custom dashboard with all your key KPIs and track them in real time.

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A preview of the tools you can integrate with Tidely

All Integrations

Tidely offers native integrations with all common accounting, ERP, and invoice management tools. In addition, accounts from more than 5,000 banks can be connected.

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Team & Company Organization

With Tidely, you can easily manage complex team and company structures. Learn more about access management for team members and how you can easily control all your companies with Tidely.

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Try Tidely free for 7 days

Simplify your cash flow forecasting with Tidely and make informed decisions for sustainable growth.

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