Niall McGinnity, Nuvem 9 Advisory
Why advisory firms need Futrli
Succeed as advisors
Clients need clear insights to help them make the right business decisions. As an advisor, your responsibility to your clients is to advise on more than compliance.
Futrli is much more than ‘Forecasting & Reporting’. It’s a platform for success, arming your firm with everything it needs to provide great advice at scale.
Our platform brings powerful reporting, visualisation, monitoring, alerting, forecasting, scenario, what-if and budgeting tools to your firm.
Futrli helps you to see the threats or opportunities your clients are experiencing today, solve them quickly, and earn the maximum fees along the way. Be valued by your clients and increase your referrals.
To support your firm, our all-new, CPD-accredited advisory certification is leading the industry.
The all-new modular structure helps your practice partners to strategise, project managers to lead their teams, and clients managers to be upskilled in order to harness the huge fee earning potential that slickly-driven advisory services can generate for your firm.
Sandeep Singh, Astute Advisory
Colin Hunt, EzyAccounts
Advisory firm features & benefits
Advisory principles: forecasting
Forecasting is for every client
Every business needs a plan, irrespective of size or turnover. Underpin every advisory meeting with conversations about your clients’ goals for their future. It’s a huge mistake to think that forecasts are only for the complex or highest turnover clients.
Leverage the power of Futrli
Your clients want to feel secure that their businesses are going to succeed. Your value is in helping them to interpret their dreams into a tangible plan, and then ensuring it’s adhered to. It’s a service that 95% of your clients will want if offered.
Tailor your forecasting service
As every business is different, your service must be tailored to fit. The Futrli platform scales up as you need it, while you differentiate with your service, your time, and your fees.
A startup will have a better chance of survival if guided from day 1, but there’s a high chance that it won’t be as complex as an established business’ forecasting needs.
What’s common about both cases is that they will operate more successfully if they can visualise their future, which is where the impactful live dashboards can help to keep your clients on track in between meetings.
Overview of forecasting 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
- Scenario planning & what-ifs
- Automated sales tax calculations
- Duplication & full customisation
- Departmental & project based forecasting
- Full suite of visualisation and actual vs. target analysis
Advisory principles: reporting
Live dashboards for live businesses
Clients genuinely want operational help and real-time advice. Quarterly historical reports don’t make this possible.
They would rather understand today’s performance, even if it isn’t 100% reconciled.
Futrli helps you to advise your clients clearly, interpreting their progress against the targets that you’ve set together, visualised in ways that tell a story about their business that they understand.
Live dashboards are flexible to ensure that they measure and monitor the most important things for each unique client. 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 they can make a real change to their business’ bottom line.
Make a difference to your clients today: they’ll thank you for it.
Auto alerts: your client performance dashboard
Advisory firms must be able to monitor every client, every day. Without daily performance insights and an overview of the latest data reconciliation, you can’t guide clients away from danger or spot opportunities for them.
Futrli monitors your entire client base 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. Every time you add a new cloud client, 5 automated business-critical alerts are generated to save you time.
Produce beautiful PDF management reports in seconds from existing dashboards, pre-built templates or create from scratch. Customise how the information displays, with flexible page layouts, charts, table and data options. Add company logos, executive summaries, commentary and annotations on your charts and tables.
Xero & Xero HQ
With Futrli’s seamless connection with Xero, forecasts, KPI dashboards, alerts and reports always up to date. In addition, connect directly to Xero HQ, to receive business performance alerts on 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.
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.
Upskill your team with Futrli Advisory Certification
Your team won’t evolve into advisors overnight and software alone is not a silver bullet. Your firm needs a need a well-defined success strategy and roll out plan.
Refocus your practice on advisory with our all-new, CPD-accredited certification course. This accompanies a 6-month account managed success plan that is tailored to where your firm is today in its advisory journey.
The modular structure ensures that there is content for everyone, as different roles have different needs. Futrli Advisory Certification helps your partners to define the firm’s strategy, project managers to lead the strategy with confidence, and client managers to learn the skills that will harness the huge fee earning potential that strategically delivered advisory services can bring.Learn more
Stand out with your own platform, powered by Futrli
White labelling is improving client retention and referrals for Futrli-powered firms, just like yours. By investing in a platform that is branded as yours, internal buy-in has been proven to increase, as well as clients’ belief in your commitment to them.
Provide a sense of ownership that helps everyone focus on what really matters – the insights.
The charts, tables, icons and font colours, alert emails and PDFs are all customisable to reflect your company branding, and any boards and reports shared with clients and colleagues will generate in your customised theme, from your own Futrli domain.
Futrli boasts thousands of the most forward-thinking accountancy firms and business advisors among our partners. Our partners are based around the world, from the West coast of the USA to the UK to New Zealand.
We support partners, not only by offering the best advisory platform on the market but also by providing market-leading, CPD-accredited certification and strategic account management to help transform teams into world-beating advisors.