Elevate your advice to the next level.

Invest in your team.

Our ACA Futrli Advice team is designed to support your firm and your staff as they go through the advisory transition instilling confidence and ability at all levels.

The team will work on a one-to-one mentoring basis with your client account managers, applying industry-proven, simple and robust processes.

From data integrity to predicted operational performance or cash flow management, learning how to introduce these valuable services to clients, what to advise, and how to price with confidence is covered.

The Futrli Advice team will work as part of your team for an agreed set of hours each month to help them every step of the way.

Get your advisory blue-print.

Our serviced onboarding solution can be a short or long-term opportunity for accounting firms. Our ACA qualified teams will help you to develop your advisory offering, identify clients ripe for conversion and undertake the delivery for you if you don't have the capacity.

It will enable you to access revenue and add value to your small business clients quickly and simply.

It is a highly effective method to establish the blueprint for your firm’s advisory strategy without having to re-structure your already resource-restricted teams to undertake a new offering.

The reigns can be taken back from Futrli at any point after the 6-month minimum term period and when then combined with Supported Onboarding delivers the smoothest growth strategy for most firms.

Standalone

Predict needs no product training or certification to get started, it is simple, but powerful plug and play prediction technology.

If you are an experienced advisory practice and want to use Predict with your clients today, this is the package for you.

Our account management team will support you every step of the way, delivering monthly check in calls, answering any questions you may have and ensuring you are maximising all of the functionality.

The standalone Predict plans start at 10 licences and are designed (and priced) for our accounting and bookkeeping firms.

Advice support for firms.

As you look to scale advisory and consultancy services in your accountancy firm it is vital that your teams have the core skills needed to be able to identify opportunities and deliver the value-driven services required. 

Whether you choose the supported, serviced or standalone plans, Futrli Advice will ensure you can.

Supported Onboarding

Billed monthly

FROM £500

(6 months minimum term) + 20% of all advisory fees generated during the term. 

  • Identify target clients, ripe for advice
    Validate the quality of the data in Xero & QBO
    Support the team building operational and cash flow forecasts
    Advise and support the client account manager with advisory conversations 
    Assist with the delivery of client meetings
    Set clear monthly management goals for the SME
    Set clear monthly management goals and ROI for the firm
    Provide support for ad hoc project work including loan applications
    Establish a clear value-based pricing plan for each client
    Ensure your teams increase their ROI per client

Serviced Onboarding

Billed monthly

FROM £750

+ 70% of all fees generated

  • Data validation and bookkeeping review
    Full client advisory management 
    Full portfolio review of SME client base
    Health check reviews of each target client 
    Set clear goals for 2022 & beyond
    Host monthly management review meetings 
    Generate monthly recurring revenue for the firm
    Identify lending requirements & manage the process
    Produce monthly financial reports  
    Track KPIs and identify performance variance
    Add value to your clients
    Cross-sell practice services where required

Standalone Plan

Billed monthly

FROM £150

  • Predicted cashflow
    Predicted profit
    Predicted sales
    Predicted spend
    Secure funding
    Google sheets hot links
    3 year predictions
    Unlimited users
    Account management support
    Monthly activity review
    24/7 support
    Access to new features first

Award-winning products & a qualified team.


Whatever the demographic of your business portfolio & where ever you are in the advisory journey, we've the software and advisory skills to help you succeed.  

Predict is a world first.

Prediction technology gives the power of a full finance team to any small business owner. This isn't just forecasting, this is running a predicted business. Find out what the hype is about.

The new Futrli Advisor.

Award-winning since 2014. There's a reason why Futrli Advisor has been the lynchpin for businesses who need regular reporting, raising finance, and growing year on year.

ACA qualified team.

Our in-house ACA qualified team of accountant advisors will have your back every step of the way. They don't sell software, they help you to help your clients.

"As Futrli Certified Partners, we’ve been using the software to support clients and have delivered life-changing reports for them."

Matt Jones

"Futrli is amazing and plays an integral part with the services that we are providing our clients."

Paul Lodder

"Futrli has become a key part of our service to clients, and enables us to provide powerful reports in a consistent way, with minimal intervention."

Duncan Lloyd

What they have to say!

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Both the coordinators and the aids are both professional and caring. They help me navigate my daily needs and make my life easier and give me what I need to live my life to the fullest.

JENNIFER
CEO | Client-First

Both the coordinators and the aids are both professional and caring. They help me navigate my daily needs and make my life easier and give me what I need to live my life to the fullest.

JENNIFER
CEO | Client-First

Both the coordinators and the aids are both professional and caring. They help me navigate my daily needs and make my life easier and give me what I need to live my life to the fullest.

JENNIFER
CEO | Client-First

Both the coordinators and the aids are both professional and caring. They help me navigate my daily needs and make my life easier and give me what I need to live my life to the fullest.

JENNIFER
CEO | Client-First

Both the coordinators and the aids are both professional and caring. They help me navigate my daily needs and make my life easier and give me what I need to live my life to the fullest.

JENNIFER
CEO | Client-First

Both the coordinators and the aids are both professional and caring. They help me navigate my daily needs and make my life easier and give me what I need to live my life to the fullest.

JENNIFER
CEO | Client-First

Both the coordinators and the aids are both professional and caring. They help me navigate my daily needs and make my life easier and give me what I need to live my life to the fullest.

JENNIFER
CEO | Client-First

Practice automation guide from the best.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor.

  • Identify target clients, ripe for advice
    Validate the quality of the data in Xero & QBO
    Support the team building operational and cash flow forecasts
    Advise and support the client account manager with advisory conversations 
    Assist with the delivery of client meetings
    Set clear monthly management goals for the SME
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