Predict
Predict’s world-first 5-way forecasting approach will predict a business more accurately that a human can.
Advisor
The market leading, all-in-one forecasting and reporting suite with live updating dashboards and templates
Predict’s world-first 5-way forecasting approach will predict a business more accurately that a human can.
The market leading, all-in-one forecasting and reporting suite with live updating dashboards and templates
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 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.
It's hard sometimes to put your hand up and say that you're struggling and your clients will often suffer in silence. Portfolio will tell you exactly who is the most in need so that you can intervene in time.
These clients could go either way. Get clarity over their next few months and their stability. Portfolio will help you strategise and prioritise these clients and help you do more with the resources that you've got.
Futrli Portfolio will highlight the cream of the crop in your client base. Are they growing sustainably? Are they leveraging the business appropriately? Are they tax planning and managing their wealth efficiently?
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.
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.
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.
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.
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.
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:
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.
