Forecasting & Reporting Made Simple: Practical Tips to use on your Small Business Clients

Join us for an insightful session on how Futrli can revolutionise your practice, enabling you to offer cash flow and management reporting as core services. Immerse yourself in an in-depth exploration of Futrli's cutting-edge features

Meet the Speakers

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What do we cover in this session?

Explore the critical role that cash flow forecasts play in providing financial clarity to your clients. Understand why they are a cornerstone of informed decision-making.

Discover how you can effortlessly create your own comprehensive reports or choose from a library of 60+ templates. Explore the efficiency-boosting capabilities of scheduled reporting.

Learn how to elevate your service offerings by incorporating scenario modelling.

Discover how to add, group and edit non-financial data so that you can track the data that’s most needed by your clients.

Learn how Futrli solutions position you as a trusted advisor, guiding clients toward financial success and allowing you to offer more lucrative services.

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

Chris is a seasoned professional with extensive experience in managerial and leadership positions within the hospitality, retail, and sales sectors, both in small and large organisations. Throughout his career, he has successfully tackled various challenges in these industries.

Currently serving as the Sales Team Lead at Futrli, Chris is passionate about helping businesses and accountants thrive.

Chris Jovic

Sales Team Lead (UK)

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