Business planning made easy

You know your business better than anyone else, so it makes sense you take charge of your planning.

A white iMac container with a Futrli live business report titled Investor's View which shows profit and loss projection, debt monitor, actual vs budget and the business' return on assets.

After spending years grappling with spreadsheets, we designed Futrli to work hard for SMEs and to make planning a breeze. Whatever you’re using it for, they’re quick and easy to create.

A white iPhone X graphic container that shows a Health Ceck dashboard on the screen which is used by Futrli advisors to help their clients identify opportunities and problems in their businesses.

Create a plan that works for you

Creating a projection based upon last year’s data is a great place to start. If nothing changes from last year, it'll show you whether your business is growing, flat-lining or running out of cash. This type of forecast is just an overview – a health check.

Understand your costs

Have a think about which costs you have control over. Think base wages/salaries, rent, rates, insurance, etc, as they'll get you thinking about your monthly outgoings. Variable costs are directly linked to your sales and are part of your GP, so they go in next.

A white MacBook laptop container that shows Futrli on the screen, displaying a high level costs graph that helps an SEO company to see what they're spending and when.
A browser window with Futrli forecasting options on the screen, used to make sure business owners are seeing the right things to make great decisions and help their businesses move forwards.

Forecasting your sales

We let you create multiple forecast lines for every account. This delivers two primary things:

  1. Complete visibility over every layer of your revenue.
  2. Each forecast line can have different credit terms. When you expect your customers to pay you is critical to projecting an accurate cashflow.

Step away from the spreadsheets!

You don’t have to prepare a separate cashflow every time you save a forecast line. Automating every step of the process saves you hours, delivers clarity over every transaction's movement and where you predict your business will be today, and in the future.

Two browser windows stacked on top of each other, the bottom one a green coloured spreadsheet representation and the top one Futrli's graphs and tables, showing how much easier Futrli is to run a business than spreadsheets.

Rich, visual, flexible reports

The impact of your transactions across the P&L, balance sheet and cashflow statement, all VAT/GST activity and your cash position chart, is automatically calculated in the scenario, and in any card (report) that you subsequently set up. This puts you in a great position to grow in the coming period using live, real-time data.

Select your plan

Select your plan

Whether you are a small business who wants to solve the pain of running the numbers, or an accounting firm who wants to delight their clients with real help, we have a plan for you.

Single business

  • Our PAYG plan
  • Unlimited users
  • Unlimited forecasts
  • Unlimited reports
  • Unlimited alerts
  • Online support
$ 49.99 /Per month per org
Try Free

CFO or bookkeeper

  • Our Bronze plan
  • Up to 20 clients
  • Practice strategy
  • Account manager
  • Certification x 1
  • Online support
$ 299 /Per month
Try Free

Small advisory

  • Our Silver plan
  • Up to 75 clients
  • Practice strategy
  • Account manager
  • Certification x 3
  • Online support
$ 525 /Per month
Try Free

Mid-size advisory

  • Our Gold plan
  • Up to 200 clients
  • Practice strategy
  • Account manager
  • Certification x 5
  • Online support
$ 750 /Per month
Try Free

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