Benefit from Futrli's automated alerts in (cash flow) forecasting and financial reporting
Maintaining and keeping an eye on every client's (cash flow) forecast can be challenging for accountants. Nevertheless, an accurate (cash flow) forecast is key in understanding your clients' likely future financial position. Futrli's forecasting methods can help you understand eg their future cash position and improve their business's financial health. But that's not all - our automated alerts are here to make your life simpler.
- Real-time: 24/7 monitoring
- Easy: Alerts delivered in-app or via email
- Branded: If you choose to white label with us
- At a glance: Alerts dashboard across your clients
- Integrated: Receive via Xero HQ if you prefer
- Efficient: Free up time to add more value to your clients
Futrli Alerts mean you no longer have to check each client account and dashboard. Instead, get notified when action may be required. Plus, we’ve just updated our alerts for the latest innovations. You can keep an eye on cash inflows and cash outflows without checking your clients' boards all the time. This makes (sales) forecasting much less time-consuming.
Futrli's method - Helping you be a more proactive advisor
Whether monitoring bank accounts, expenses, income, net profit, cash flows, or accounts receivable… If a core KPI is hit in one of your client's accounts, you’ll get a notification. Allowing you to see immediately what has gone well. Or intervene quickly if it’s bad news. Alerts are an easy way for you to stay on top of the business, real-time. Letting you focus on what you do best – delivering value to your clients. Financial analysis brought to you.
Access new and improved features
To make things even easier, you can get alerts in-app or via email. You can also set up alert dashboards for a bird’ eye view of relevant changes to metrics and see the effect on eg a client's sales forecast.
Futrli plugs into your accounting software. We’ve even made sure you can receive alerts via Xero HQ’s homepage. A one-click authorization process integrates the two, following which any Xero organization that exists in both Futrli and HQ will produce alerts. It literally couldn’t be simpler and helps you keep an eye on your clients' cash effectively.
Last but not least, Futrli Alerts will be in your full branding if you’ve white-labeled with us.