This is an introduction to reporting in FUTRLI for our Advisory, Accounting and Bookkeeping partners.

Getting started with adding organisations, inviting users, how to visualise data, building reports, sharing and collaboration, visualising the future, creating scenarios and maximising your earning potential.

Getting started: Adding organisations, uploading non-financial data and alerts

Creating reports that will make a difference to your clients (Boards, Cards, KPIs and Formulas)

Collaborating with ease: Inviting users, permissions and sharing data

Forecasting with Scenarios: Seamlessly visualising and planning for the future

Helping your practice sell