Transaction & invoice management

All your invoices and transactions in one place

Tidely can be connected to all your banks and ERP systems within 5 minutes, and all data will then be automatically synchronised. Transactions are automatically categorised, and you always have an overview of your outstanding items.

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More than 600 companies from a wide range of industries and sizes rely on Tidely.
Dynamic Biosensors
Kölle Zoo
Dealcode
Deep Neuron Lab
Schlaeger
Securesystem
ContentPepper
Jokolade
Recup
ChiroHype
Homecare
Dynamic Biosensors
Kölle Zoo
Dealcode
Deep Neuron Lab
Schlaeger
Securesystem
ContentPepper
Jokolade
Recup
ChiroHype
Homecare
Dynamic Biosensors
Kölle Zoo
Dealcode
Deep Neuron Lab
Schlaeger
Securesystem
ContentPepper
Jokolade
Recup
ChiroHype
Homecare

Save hours of manual work.
Thanks to automatic categorization & synchronization

With Tidely, you save valuable time by automatically synchronising all your transactions and invoices. Regular transactions are automatically categorised, and the invoice status is updated daily. This significantly reduces manual effort and allows you to focus on your core business. This way, your financial data always remains up-to-date and clear, enabling solid planning and management of your liquidity.

Bank & ERP integrations

Automatic synchronization of all transactions and invoices

Tidely ensures that all your transactions and invoices are automatically synchronised. No matter which platforms or banks you use, Tidely connects seamlessly and ensures a unified data basis. The invoice status is always updated and synchronised from your OPOS system.

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Auto-categorization & rules

More time for your core business: Automatic categorization & custom rules

With personalized categorisation, you gain deep insights into how your payments are developing. Use your custom logic and then let Tidely work for you: Recurring transactions are automatically categorised, and you can easily set up custom categorisation rules.

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Overview of receivables & liabilities

Real-time overview of outstanding receivables and liabilities

With Tidely, keep track of your outstanding items (OPOS). Our invoicing section helps you perfectly plan pending payments based on the expected date and secure your liquidity. Avoid payment defaults and see which receivables are still outstanding.

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Weitere Tidely Features für alle Anforderungen im Cashflow Management

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

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Reports & exports

Tidly's analysis, reporting, and export tools give you the power to make informed financial decisions. Learn how to create custom reports and export them in various formats.

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KPI dashboard

With Tidely, you'll never lose track of your finances again! Learn how to put together an individual dashboard with all important KPIs and track them on a daily basis.

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A preview of the tools you can integrate with Tidely

All integrations

Tidely offers native integrations to all popular accounting, ERP, and invoice management tools. Accounts from more than 5,000 banks can also be connected.

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A preview of the Tidely software

Team & company organization

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

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You want Tidely Test without obligation?

Understanding, testing, and implementing Tidely is easy and transparent.
These steps await you:

In an initial consultation, we will answer all your questions about your specific use case.

After this date, you can test Tidely free of charge for 7 days.

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

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

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

Want to get started right away?

What our customers report:

Tidelys Impact on liquidity management

As an independent Pilates studio, we are of course faced with new challenges and changes every day — and not just since Corona. Thanks to tidely, we can concentrate on our sports offerings, don't have to worry about open positions and can easily secure our long-term liquidity.

Lukas Fehling
Lukas Fehling
Manager
,
Pilates Sports

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

Joshua Schmid
Joshua Schmid
CEO
,
Schmiede Room

With Tidely, we've found a tool that gives us a comprehensive overview of our finances. The intuitive user interface and automatic synchronization of our bank accounts save us time and nerves every day. It is useful for any company that wants to keep its liquidity under control.

Ole Heegard
Ole Heegard
Finance & IT Manager
,
Jokolade

We now finally have the ability to automatically manage accounting processes, which saves us many work hours and a lot of stress! Thanks to tidely, it’s possible to create a detailed financial plan according to our specifications, and we are very grateful for that!

Leon Jakupi
Leon Jakupi
Management
,
mmb

I’ve been preparing plans for the coming year for 30 years. I’ve never finished so quickly, and I believe the planning has never been so accurately aligned with the current state. Since my account is connected, I can’t forget or overlook anything anymore.

Ute
Ute
CEO
,
Passepartout rental service

Very intuitive software! The intuitive interface allows even an unskilled user to use the tool very easily, quickly and in a self-explanatory way. As a result, you will quickly achieve initial success and can serve the transparency of the company.

Kevin
Kevin
CFO
,
EVOMECS GmbH

Tidely is a tool that provides us with a current overview of our financial status. It also greatly simplifies our liquidity planning. The tool is very user-friendly and designed in an innovative way. So far, the program has saved us a lot of time and improved our workflow.

Franz
Franz
CEO
,
MH Consulting

From my perspective, tidely is one of the most useful tools for e-commerce businesses. After implementing tidely, my overall feeling has completely changed. Tidely provides me with great security and allows me to sleep peacefully, knowing that I now have a complete view of all the numbers.

Dennis Baltzer
Dennis Baltzer
CEO & Founder
,
BETTER BE BOLD

Finally, no more Excel liquidity planning! The integration with company accounts significantly simplifies the allocation and categorization of transactions. Additionally, the automatic categorisation based on many past transactions greatly eases the workload.

Alex
Alex
CEO
,
Flies Immobilien GmbH

"The easy creation of categories and rules, the automatic synchronization of all bank accounts, and the scenarios—these all contribute to a straightforward and secure liquidity management system in our company. A standout feature, however, is the excellent customer service and support with individualized solutions."

Mairita
Mairita
Financial Operations Manager
,
Dynamic Biosensors GmbH

With tidely, I can provide numbers quickly, and that’s truly invaluable! I have much better control over our liquidity and can justify the numbers to bank advisors and my employees at any time.

Alexandra Mehlis
Alexandra Mehlis
CEO
,
Mehlis Consulting GmbH

Basically, I would really recommend Tidely for any company. I can't think of an example of a company where that wouldn't make sense. Because if you don't have an overview of your liquidity, that is blind and simply lucky whether it works or not.

Andreas Düvel
Andreas Düvel
Senior Franchise Consultant
,
HOMECARE - Die Alltagshelfer

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

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