FUTRLI is the all-in-one forecasting and reporting tool for businesses and advisors
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Futrli helps business owners and accountants make better business decisions. Our powerful visualisation, alerting and forecasting features enable business owners and advisors to understand their current position, and the future potential of a business, making light work of business planning.
Make use of unlimited forecasts created in seconds from your actual and real-time data. Build projections from scratch or import existing budgets to produce beautiful 3-way cashflow forecasts. Project up to 10 years and use your forecast information to navigate client businesses past obstacles.
Create clean and smart dashboards for clients to see a full view of their business. Reporting is made easy with pre built templates, or create from scratch for a custom report on any company. Produce dashboards and then simply hit print to get a PDF version for clients to takeaway, with flexible layouts and data options.
Monitor key changes in business data by adding financial, non-financial and KPI alerts to buffer client spending. Set up custom alerts to be notified before the alerts trigger, giving you time to adjust and prevent problems. Receive notifications in-app or via email, so your clients know their businesses are being monitored 24/7.
Full white labelling allows you to make the Futrli platform yours by signing up for white labelling. Bringing all of your branding together and taking the software out of the conversation, present your very own forecasting tech for clients. Style every PDF report, dashboard, forecast and alert with your firm’s logo and colour.
Futrli Advisory Certification is industry-leading and CPD-accredited. Upskill your team to master the Futrli platform and learn how to navigate past internal roadblocks when rolling out advisory services, and how to scale your new offerings. Perfect for the trailblazers in your firm to pave the way to advisory.
Get in touch with our team to find out more about the Futrli platform and training tools, and visit the Futrli website to start your free 7-day trial.