Upload existing budgets and forecasts from Xero or QBO, any budgeting tool or spreadsheet.
Use historic business data to quickly produce budgets that take into account seasonality to allow exploration into the impact of revenue or cost, growth and contraction.
Copy existing budgets and easily make adjustments if assumptions change. Visualise the impact of different budgeting decisions to determine the best option for the business.
Track performance vs budget with live, daily updating actual data sourced from Xero or QBO, or uploaded from any accountancy package.
Set alerts against budgets that have been created to notify key personnel if a metric or account has gone over budget, is within a percentage of doing so or will exceed at current trend.
Make budgets as complex as the business’ needs with unlimited, line-by-line assumptions. Drill into the detail and see how each forecast item affects cash flow.
See the full impact of a budgeting decision across profit & loss, balance and cash flow, with true 3-way forecasting.
Save time with automated sales tax, accounts receivable & payable, and cash flow movements. Map implications accurately with flexible sales tax settings.
Accurately project the cash flow impact of budgeting decisions with flexible payment terms. Model split payments, prepayments and accruals.
Base profit or cost assumptions on the value of other lines within the account. Reference non-financials, such as item price or projected customer figures for increased flexibility.
Create up to ten year budgets and forecasts to explore the long-term impact of budgeting decisions made in year one, year two and beyond.
Use Xero tracking data or QBO classes or locations to create budgets for departments and tracked financial entities.
"FUTRLI is helping us look at different ways that we can do things: when we can hire staff, what effect does that staff have on the bottom line, etc. It’s definitely saved us money because we can now look at our budgets in a more in-depth way. We can see where we need to make savings, if we renegotiate with one of our suppliers, we can pump that straight into a scenario and we know straight away what the result is going to be. FUTRLI takes looking at our budget to the next level."Try FUTRLI for free