The Forecasting & Reporting
platform for decision making

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I run a business I advise other businesses

What is Futrli?

It’s where you can get all the answers about your business in one place. Our platform integrates today’s business data with your plans for the future to help you make smart decisions with your team or advisor. It moves and scales with your needs – whether you’re starting out or have multiple departments to co-ordinate.

How does it work?

Futrli is a cloud-based platform that connects seamlessly with your favourite financial data sources. It delivers automated insights for the business drivers that matter to you. Wherever you are, Futrli helps you stay in the loop and in control.

Why should I get Futrli?

Because you want more control over your business and to make smart decisions, faster and with less effort. The Futrli platform has your future cashflow at its heart. Every action that you take in the running of your business contributes to whether your cash increases or decreases. With Futrli you can take full control over the impact of today’s decisions, and get clear guidance over tomorrow’s. Watch this video to learn more about what Futrli does and how it could benefit you.

Every business is different. Futrli works hard to tell your business’ unique story, in a way that makes the most sense for you.

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.

QuickBooks Online

Connect Futrli straight to QuickBooks for smart forecasting, detailed reporting and staying on top of the numbers with auto alerts.

MYOB AccountRight

Our newest integration, users of MYOB can now connect their accounts directly with Futrli, for a full range of features.

"The educational process within Futrli has been fantastic because it takes real-world examples and makes you think."

Sandeep Singh, Astute Advisory

“I now review my entire company’s performance for the past month in 30 minutes – it used to take eight hours.”

Naren King, Owner, Crystal Castle

"Futrli helped improve client loyalty. Our churn rate has decreased from 20% to 13%."

Colin Hunt, EzyAccounts

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firms and business advisors. Become a Futrli partner and
benefit from our industry-leading, CPD-accredited certification
programme and strategic account management.

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