Explore revenue, expenses and cash scenarios simply.
Advisor is the only all-in-one reporting and 3-way forecasting app for Xero, Quickbooks, MYOB and Excel. Create scenarios in Futrli and compare them to each other and actual data in your dashboards and printed reports. It seamlessly auto-updates the P&Ls, Balance Sheets and Cash flows in every scenario as new data is created in your accounts package.
The only dashboards with forecast data built in.
Templates get you started. Advisor’s dashboards are more than just reporting on Xero, Quickbooks, MYOB and Excel. Visualise and track future performance. One place for client's past, present and future.
From business plans to board reports to meeting notes.
End every client meeting with easy to create, beautiful reports your clients will value.
Every client monitored automatically, and you alerted.
To be a future-focussed advisor, pro-activity is the name of the game. Our alerts will monitor every client on your behalf and message you directly if something changes.