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Complex management reports? Simplified ✅ Register for 'Creating your first management report' 
Register Now!
Free Webinar:
12th September, 12 PM - 1:00 PM (UK)

Creating your first management report with Futrli

Are you feeling overwhelmed with creating management reports in Excel? Or perhaps you're spending too much time producing reports that meet CFO standards?

Let’s fix that!

We're hosting a webinar where you'll learn how to create your first management report with Futrli – a game-changer when it comes to reporting. 

Our expert will guide you through the process, showing you how to deliver reports with ease that communicate effectively with stakeholders and are designed to help you make informed strategic decisions.

Register Today

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During this session, learn how to:

Use ready-made templates to create clean, professional reports in minutes

Identify and report on the KPIs that truly reflect your clients business’s health

Schedule and automate report deliveries, so stakeholders are always in the loop

Tailor reports with your branding and industry-specific insights for a polished, professional look

The Speakers

Since joining JS in 2017, Jo has worked with a portfolio of owner-managed businesses, managing their statutory requirements and advising the directors on how best to achieve their business and personal goals. As part of the transaction services team at JS, she works with buyers and sellers during the due diligence process to flag any risks and throughout negotiations to ensure the best outcome is achieved. 

Jo Toner
Accounts & Audit Senior Manager
,
JS. Accountants & Business Advisors

As Customer Success Lead at Futrli, Ron has built up a team of Customer Success Managers focused on supporting accountants deliver maximum client value through the Futrli platform.

He has 3 years of in-depth knowledge of working with accountants to use cloud accounting software to drive insight-based conversations with their clients and provide maximum value for both accountant and client.

Ron Pearson
Head of customer success
,
Futrli by Sage

What our customers are saying

“It's a kick-ass cash flow forecasting software because it works beautifully.”

Willem Harrhoff
Director, DoughGetters

“The Futrli team have been fantastic. The platform has been beneficial to both my practice and my clients.”

Sharon Hirsch
Director, Argus Accounting