Sandeep Singh, Astute Advisory
Features & benefits
Smart forecasting that scales with you
Every business needs a plan, irrespective of size or turnover. Whether you need to make simple plans or big strategic decisions, Futrli’s integrated platform makes any planning easy.
A complete picture
Budgeting often only takes income and expenses into consideration, but you need insight into what feeds your true cashflow.
Futrli takes care of this with every forecast assumption you make, in 3-ways: the P&L, balance sheet and cashflow are automatically generated.
Don’t guess at which future lies ahead for your business. See them brought to life.
Once armed with a plan, don’t let it gather dust. Every week that passes contributes to a different potential outcome for your business. Visualising the different possible futures for your business is now easy.
Create a base forecast containing everything that you know is predictable, like your rent. Then take the next step by building forecasts for those things that are more variable. What is your best case or worst case? Link one or more forecasts together to view your different futures, and visualise these side by side. It’s a lot easier to make decisions when your business is clearly presented.
Overview of features
- Automated 3-way calculations
- Flexible payment term profiles
- Wizards (loan, formula, etc.)
- Multiple forecasting methods
- Multiple assumptions per account line
- Import existing budgets & forecasts
- Create from trends & prior year’s figures
- Duplicate budgets & create what-ifs
- Automated sales tax calculations
- Duplication & full customisation
- Departmental & project based forecasting & analysis with Xero tracking
Live dashboards for live businesses
Would you rather have 90% accuracy about your business today, or 100% accuracy in 6-8 weeks? Our surveys say that you would choose 90% accuracy every time.
Futrli’s automatic data syncing enables live dashboards. These are flexible to ensure that they measure and monitor the most important things for you. A restaurant manager doesn’t want to monitor their quick ratio: they want to know their food and drink GP% this week, the productivity of their staff, and the average spend of their customers.
Why? Because by controlling the operation detail you can make a real change to your business’ bottom line.
PDFs for the official day to day
There is always a reason for a printed management report or a business plan. With Futrli, you can produce beautiful PDF management reports in seconds from existing dashboards, pre-built templates or create from scratch. And, of course, you can customise how the information displays, with flexible page layouts, charts, tables, and data options.
Have more than one business? Consolidate them.
Futrli allows you to consolidate and group organisations from any accountancy package, for top-level reporting, plus you can maintain financial accuracy with inter-company eliminations.
Overview of features
- Actual & forecast reporting in one place
- Rolling forecast visualisation
- Non-financial KPI measurement
- Pre-built PDF templates, pages & reports
- Performance snapshot tracking
- Powerful formulas for any calculation
- Customisable charts, cards & tables
- Scenario v scenario visualisation
- Export to PDF, Excel & CSV
Auto alerts: your client performance dashboard
As an accountant, have you ever wanted to know how all of your clients’ businesses are performing, every single day?
You can’t become an advisory firm if you don’t monitor your clients’ performance over the core metrics, every day. Without this insight, you can’t guide clients away from danger and spot opportunities for them.
With Futrli your entire client base is monitored automatically, with no heavy lifting on your part. For ease of review, we categorise your clients into those at risk, those who have triggered a warning threshold, and those who are doing brilliantly.
Automated alerts show you performance changes in business-critical KPIs, such as current cash, profitability trends and revenue.
Xero & Xero HQ
With Futrli’s seamless connection with Xero, forecasts, KPI dashboards, alerts and reports are always up to date. In addition, connect directly to Xero HQ to receive business performance alerts when goals or thresholds are reached.
Connect Futrli straight to QuickBooks for smart forecasting, detailed reporting and staying on top of the numbers with auto alerts.
Our newest integration, users of MYOB can now connect their accounts directly with Futrli, for a full range of features.
Naren King, Owner, Crystal Castle
Colin Hunt, EzyAccounts