Grow advisory ROI with Futrli Academy
Portfolio assessment, 1:1 manager mentoring, client meeting support, partner feedback sessions, pricing consultation and more. Scaling advisory has never been easier or more human.
Bridging the gap between Theory & Practice with the Futrli Academy
What is Futrli Academy?
Futrli Academy is a unique service designed to support accounting firms with the delivery and scaling of their firm’s advisory opportunity.
Our ACA-led team of in-house accountants and advisors work like an experienced tour guide, delivering hands-on training, mentoring and support to your team during the often confusing journey through implementing a new advisory service across your client base.
Our Academy Team
The Futrli Academy team is compiled of experienced ACA, ACCA and CIMA accountants, each of whom fully understands just how challenging implementing and scaling a new advisory service can be.
Our practical experience and in-depth knowledge of the software provides a level of expertise that ensures your team are fully supported throughout the immersive adoption and implementation process, designed to optimise the return you get on your investment in software licenses.
Your Firm’s ROI
The goal of the Futrli Academy team is to increase the likelihood of you generating a significant and consistent recurring revenue by helping you implement a simple, scalable and sustainable process that provides a measurable, value-adding service to your clients.
By following our proven system and building upon its solid foundation, your team will quickly become confident in delivering advisory services, enabling you to scale up faster and optimise the return on your investment sooner.
Where we help
• Annual Budgeting
• “What If” Scenario Modelling
• “Real-time” Forecasting
• Bespoke Reporting
• Tailored Template Building
• Platform Optimisation
• Advisory Service Implementation
FAQs
With your permission we will send you marketing emails from time-to-time. These will primarily be informing you about upcoming events, new products and special offers that could benefit your business. You can unsubscribe at any time by following the instructions in your latest marketing email. Product enhancements for products you subscribe to, fall outside of the realm of marketing communication.
Some elements of our service are provided by carefully selected partners. In order to benefit from these features, we may need to send a small subset of your data to them. You will need to explicitly grant your permission beforehand and as part of this process, we will make it clear exactly what data will be shared. We will never sell your data and we will never pass it onto third parties for any means other than those for which you’ve given us express consent.
The Futrli Platform is a web-based application running in all modern browsers. It integrates with cloud-based accounting solutions and makes use of their APIs to periodically synchronise ledger activity for in-depth predictive analysis in our platform. This data is needed for our systems to operate. Should you cancel your subscription or disconnect from a cloud-based accounting solution, your data will be deleted within 30 days and no further synchronisations will occur.
All of your and your clients' company data is stored in encrypted form in AWS Data Centres which are SOC1, SOC2 Type 1 & 2 and SOC3 compliant.
Yes it will be. Each client's data is separated logically and is encrypted at rest using strong multi-factor encryption. Your data is encrypted using a unique key and as an additional safeguard, this key itself is encrypted with a regularly rotated master key. The block cipher used is 256-bit Advanced Encryption Standard (AES256). Internally, access to Futrli systems is strictly controlled following the principles of least privilege. Employees in roles which require them to have direct access to client data are subject to background checks as part of our recruitment process. We perform automated vulnerability scans of our production infrastructure on a weekly basis and a manual penetration test is executed by third party security experts at least annually.
We take the security of our customers' data extremely seriously and have technical and organisational measures in place to protect all data and minimise the chances of a breach or unauthorised access. Futrli as an organisation is in the process of attaining ISO27001 compliance and we anticipate being able to schedule our stage 2 audit soon.
No, you just need to provide your full name and an email address. Each product (platform: Flow, Predict and non-platform: Advisor) have their own monthly (or annual) costs.
If you choose to continue using Futrli after your trial, you will be asked to add your billing information and will be billed monthly or annually depending on your choice, from that point. You can cancel at any time.
With Futrli you get free, unlimited support 24/7 from our customer support team. When you're looking for answers, start by searching in Futrli’s help centres. Then, if you still have questions, use the 'Ask us a question' button at the bottom right of any page.
You can add as many organisations as you like in your Futrli Platform or Advisor account. If you add an organisation and sign up for a pricing plan, you'll become the subscriber for the organisation.
Yes, Futrli is a fully cloud-based system. You can access it from any Internet-enabled phone, tablet or desktop/laptop computer, and multiple users can work on it simultaneously. You cannot access Futrli offline.
Choose the right plan for your business
14 days free with no credit card up front
1-9 businesses
Ideal for growing small businesses of all kinds.
$28
USD+VAT/Month
*price per business
10-49 businesses
Ideal for growing small businesses of all kinds.
$16
USD+VAT/Month
*price per business
50+ businesses
Ideal for growing small businesses of all kinds.
$12
USD+VAT/Month
*price per business
Futrli Academy (UK only)
Ideal for growing small businesses of all kinds.
$35
USD+VAT/Month