Portfolio reporting, powered by prediction tech.

You can't be everywhere at once, but Futrli Portfolio can.

Advisory can double revenue per client according to industry research (Xero). But, where to start and what to say to clients is the greatest issue your accountants face.

Futrli Portfolio gives unrivalled analysis of Xero and QuickBooks cloud accounting clients to finally make advisory simple, scalable and profitable within the shortest time-frame.

We connect. We analyse.
We predict. You profit.

We make it easy by connecting every client automatically. Each client is assessed across 20 key data points generating automatic health scores  for their predicted cash flow and operational performance. Within 7 days you receive a full practice report with in-depth analysis into every client, a risk profile for your practice, and RAG scoring for easy client segmentation.
Crucially, recommended talking points and actions for each client are also created for your team.

The solution you've waited for

Leverage prediction technology.

Stop spending billable hours finding an advisory strategy that's right for your firm.

Increase your bottom line within one quarter of the first client contact. Portfolio will dictate the workflow, priority order and support your team with advisory discussion points.

  • Increase margin
  • Increase referrals
  • Increase efficiency
  • Save time
Run a predicted practice

Ready to take your firm's next step?

Speak to our team today to get this simple, powerful and effective next phase in client service (and satisfaction) rolled out.
Get in touch now!
Thank you! Your submission has been received!
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Every client is graded for quick filtering

A 6-month view of predicted cash and business health is scored and combined in order to segment every client into 3 tiers: High and medium risk, and opportunity clients.

Business health looks at bookkeeping, profitability, debt servicing, cash buffer, balance sheet strength and credit control data points.

  • Sort and filter
  • Tier-movers are tracked
  • Bookkeeping health is a weighted factor
  • Only possible due to prediction technology
Change is tracked

Clients who move tiers are identified

Last quarter, everything might have been rosy, but a lot can change in 3 months. Every time you run Portfolio we'll compare it with the last analysis.

To make sure no clients fall through the cracks, good or bad, they are identified for you.

  • Reasons given
  • Advice points listed

Futrli Portfolio
pricing

Repeat as often as needed

$10 USD

Per client assessed
Minimum 25 data connections per Portfolio assessment
make a plan

Who is running the best portfolio?

By assigning client:accountant, you will have an immediate overview of the strength and health of your team’s individual portfolios.

Firms are using this for internal performance monitoring as well as identifying green and red flags for your firm.

  • Assign managers
  • Sort by client tier
  • Sort by cash health
  • Sort by business health
Focus the discussion

Every client has an advice dashboard

Ever struggle to know where to start with an advisory conversation? No more.

Action points, new insight, and advice that can move the needle is ready to go for every client assessed.

  • Cash priorities
  • Credit control priorities
  • Liquidity priorities
  • Trend priorities
Your firm's health

Averages across every data point

Where are your the hotspots for your practice? Strategic insights that will inform the next year's priorities are presented by creating averages across all assessed data points.

Are the bulk of your portfolio struggling with cash flow, credit control, over-leveraged debt? Should the firm tackle:

  • Funding?
  • Bookkeeeping?
  • Credit control automation?
  • Cost cutting?
  • Re-financing?
  • Improving profitability across the board?
Hit lists

Best to worst

If you are a smaller independent firm with big aspirations, use best to worst.

Portfolio will identify the area you can impact with greatest effect using the portfolio averages feature. Then list them using best to worst to form your email or telephone hot list.

  • Prioritise using averages
  • Choose the metric
  • Sort using best:worst
  • Reach out with a simple call or email
Run a predicted practice

Ready to take your firm's next step?

Speak to our team today to get this simple, powerful and effective next phase in client service (and satisfaction) rolled out.
Get in touch now!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.