Flocuity

Flocuity forecasts a business's cash: where the bank balance is headed over the next four weeks, thirteen weeks or twelve months, built from the business's own bank accounts, books and payment apps. This connector brings that forecast into Claude, so an owner or their accountant can ask about cash in plain words and get Flocuity's own figures back.

Ask where the balance is headed and when it will be lowest. See the bills, invoices and payroll coming up, and which customers are paying late. Check whether a large payment fits before it is made, or try a new hire, a price change and a slow month together and compare the result with the forecast. Find out how much cash sits above the cushion the owner keeps and what it could earn elsewhere. Every answer matches the person's Flocuity Dashboard and links back to the page it came from.

Anyone can send Claude a bank export and get a thirteen-week forecast from it straight away, before signing in, with nothing saved. Claude asks them to sign in to Flocuity only when they want to keep it or ask about their live accounts, and one save brings the file into Flocuity and opens the rest of the setup.

The person stays in control. They sign in to Flocuity and choose which businesses Claude may see, and they can change that or disconnect at any time in Flocuity's settings. The connector never moves money, pays a bill or contacts anyone. It changes a person's data only when they ask it to add a bill or invoice to the forecast or to save a bank export, Claude asks before each one, and both can be undone in Flocuity. Flocuity never trains AI models on customer data.

Reading a business's live accounts needs a Flocuity plan. The larger plans add scenarios, budgets and customer payment patterns.