An advisory offering your clients actually want

We help you launch and grow your advisory service with simple, easy-to-use cash flow forecasting, reports and dashboards your clients will love.

The smart software for all accounting practices

Forecasting.

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.

Dashboards.

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.

Printed reports.

From business plans to board reports to meeting notes.

End every client meeting with easy to create, beautiful reports your clients will value.

Client alerts.

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.

Connect Advisor to these cloud accounting packages

QuickBooks icon
Xero logo
Our connection to MYOB AccountRight makes forecasting and reporting your business’ progress simple.
Excel icon

Select your plan

Help your clients grow and step into the future with Advisor. 

What are you waiting for?

Single Business
  • Unlimited Users
  • Unlimited Reports
  • Online Support
US $49.99 / monthTry Free For 7 Days
Advisor Limited
  • Up to 20 small businesses
  • Practice strategy
  • Online support
US $325 / monthTry Free For 7 Days
Advisor Unlimited
  • Unlimited businesses
  • Practice strategy
  • Online support
POATry Free For 7 Days

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Peer is an online community open to any small business owner. We'll celebrate and endorse the best bits about running a business, while giving you a safe place to ask for help with the things that you’re struggling with - without judgement. Launching soon - sign up now.

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