Tidely Discount - Up to 35% off

Tidely is a liquidity planning tool for businesses that helps them manage their cash flow and make informed financial decisions.

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What is Tidely?


Tidely is a liquidity management software that automates financial data synchronization and provides real-time cash flow forecasting. It integrates with over 5,000 banks and various ERP systems, eliminating manual data entry and offering a comprehensive overview of a company’s financial status. Key features include AI-powered Auto Forecast for predicting future cash flow, scenario analysis to simulate the impact of business decisions on liquidity, customizable dashboards displaying real-time financial KPIs, automated transaction categorization, and cash flow reporting for banks and investors. Tidely also offers role-based access control for team and company management, enhancing financial planning and decision-making processes.

  1. Real-time liquidity and cash-flow forecasting
  2. Central overview of all business accounts
  3. Bank and payment provider integrations
  4. Customizable budgeting and expense categorization
  5. Scenario planning for financial what-if analyses
  6. Cloud-based, collaborative SaaS access anywhere

Eligibility


Number of Seats/Users: Tidely offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Tidely that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Tidely. Tidely reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Tidely offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Tidely. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Tidely often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

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Tidely - Up to 35% off

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Reviews


Here at Spendbase our internal data shows that Tidely is especially valued for bringing clarity and control to cash flow, while a few usability gaps still leave room for optimization and savings.

From what Spendbase clients share, the strongest positives cluster around:

  • Full financial overview
  • Clear view of all accounts, transactions, costs, and revenues
  • Fast understanding of monthly costs and overall liquidity position
  • Real-time liquidity planning that makes cash forecasting more reliable

  • Ease of use and setup

  • Simple, intuitive interface
  • Easy connection to bank accounts and PayPal
  • Quick scenario planning to test different financial situations

  • Automation and structure

  • Automatic import and categorization of many transactions
  • Solid support for budgeting and cash planning in one place

  • Support & reliability

  • Very responsive, friendly support team
  • Clients feel guided and safe in their liquidity decisions

At the same time, our internal data also highlights several friction points that can impact both time and cost efficiency:

  • Data import limitations
  • Manual import of credit card transactions is seen as inconvenient
  • Clients clearly want more direct integrations and bank/card connections

  • Licensing structure

  • Current packages are optimized for 1 or 3 entities
  • This creates a mismatch (e.g., businesses with 2 entities overpay or underutilize seats)

  • Performance issues

  • Occasional longer loading times and error messages
  • This can slow down planning sessions and finance meetings

  • Categorization workload

  • Initial classification and assignment of transactions can be time-consuming
  • Over time this may translate into hidden “tooling cost” in hours spent

From a Spendbase discount and savings perspective, Tidely appears to deliver high value on visibility and control, but clients often pay an extra “time tax” in manual steps and imperfect package fit. When we negotiate or optimize contracts around tools like Tidely, we typically focus on:

  • Better pricing for multi-entity setups
  • Compensation or flexibility where manual work replaces missing integrations
  • Ensuring support and performance SLAs match the critical nature of liquidity planning
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Beyond discounts, you may qualify for up to $100K in AWS credits.

FAQ


1. What discounts does Tidely offer for startups?

Tidely offers 50% off pre-founding, 30% off the first year, and 15% off the second year for startups.

2. Is there a free trial available for Tidely?

Yes, Tidely provides a 7-day free trial without requiring payment details.

3. Can I test Tidely with sample data?

Yes, upon signing up, your Tidely account includes test data to explore all features.

4. What are the main differences between Tidely's subscription plans?

Plans vary by number of companies, users, bank accounts, integrations, and support levels.

5. How can I apply for Tidely's startup discount?

Fill out the form on our website with your founding year and liquidity management goals.

6. Does Tidely offer personalized onboarding?

Yes, all plans include personalized onboarding to tailor Tidely to your business needs.

7. What support options are available with Tidely subscriptions?

Support varies by plan: email for Starter, email and chat for Professional, and email, chat, and phone for Business.

8. Can I integrate Tidely with my existing ERP system?

Yes, Tidely supports integration with various ERP systems, depending on your subscription plan.

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