Tidely for agencies

Predictable growth for agencies - Through liquidity management

Discover Tidely, the cash management solution that revolutionises the financial management of your agency with automated financial forecasts, integrated bank accounts and efficient liquidity management.

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More than 600 companies from a wide range of industries and sizes rely on Tidely.
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Optimized financial management for agencies: More time for customers

Agencies often have multiple projects running in parallel, and verifying the profitability of each individual project can take valuable time — time that is then missing to develop creative solutions. Tidely optimizes your financial management, saves you this time and allows you to focus fully on your customers.

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Complex cost overview simplified

As an agency, you are often faced with the challenge of managing numerous small transactions. It can easily happen that you lose track of which transactions can be assigned to which project or customer.

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The solution with Tidely

Tidely provides an efficient solution with its advanced categorization feature. With Tidely, you don't have to worry about transaction chaos anymore.

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Growth vs. liquidity issues

Many agencies are experiencing strong growth, but at the same time face significant liquidity problems. This discrepancy can result in projects stalling and missing out on valuable business opportunities.

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The solution with Tidely

Tidely enables you to identify bottlenecks early and take targeted countermeasures. This simplifies liquidity planning and ensures sustainable growth.

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Error-prone forecasts

There are frequent fluctuations in liquidity in agencies. However, predicting future financial situations is very laborious and prone to errors.

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The solution with Tidely

Tidely simplifies scenario planning and supports you in making reliable statements about your future liquidity. This way, you always maintain an overview and can make well-informed decisions.

Case study: Tidely für Agenturen

Agenturfinanzen im Griff - die Mehlis Consulting GmbH setzt auf Tidely

Die Mehlis-Consulting GmbH hat durch die Einführung von Tidely ihre Liquiditätsplanung professionalisiert und dabei manuelle Prozesse sowie Fehler eliminiert. Dank Tidely weiß das Unternehmen stets genau, wo es finanziell steht.

Cash management for agencies - with Tidely

Discover Tidely features that advance your agency: From scenario-based planning, through automated data integration, to powerful reporting.

Efficient project planning made easy

Use our specialised planning templates to precisely plan and manage your projects. This allows you to optimally utilise your financial resources and always maintain an overview.

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Effective management of receivables and payables

Keep track of all outstanding receivables and payables and plan with the expected payment date. Our tool helps you monitor payment flows and ensure that your finances are always in balance.

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Immediate adjustment to plan deviations

See deviations between planned and actual values in real time and react immediately. By taking timely corrective actions, you can avoid financial bottlenecks and manage your finances in the best possible way.

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Future-proof financial decisions

Analyse various scenarios and their impact on your liquidity. Prepare for different eventualities and make informed decisions for the financial future of your projects.

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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

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?

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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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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Arrange a free initial consultation now

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

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