Bespoke cash flow software for every business
Your ultimate advisory toolkit
Futrli Advisor lets you break out the big toys for your big clients. Dive into forecasting, scenario modeling, PDF reporting, KPI dashboards and more. Perfect cloud accounting software for accountants who want to set themselves apart with a high-quality offering that doesn’t break the bank (or your back!).
With seamless integrations with your clients’ online accounting software, you can say goodbye to manual data entry. With automatically up-to-date dashboards, forecasts, reports and KPIs, timely advice for your clients is effortless.
Keep up to date with your clients’ businesses by implementing alerts. With custom thresholds, you’ll be able to update your clients with timely advice, safeguarding their cash flow and giving them the advice they need to keep their business on track.
Simply bespoke offerings
Businesses move fast, so flexibility is essential. Personalize our templates, or create dashboards from scratch using both financial and non-financial data. Use our KPI builder to unearth the data that really matters to your clients.
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Perfect for daily updates
Futrli Flow is perfect for your smaller clients, giving snappy, simple, data-driven updates on your clients’ business. With a simple, intuitive Actionfeed, Flow delivers data in a format your clients understand. Every client will only be a scroll away from up-to-date. It’s the ideal cloud accounting software for accountants who want to engage and protect every client.
Forget implementation, certification and rollout meetings. Flow’s as simple as plug and play. Designed especially for businesses, with simple onboarding and intuitive design. For you, it’s as simple as hitting the invite button.
Making data simple
Cash flow is one of the biggest stumbling points for businesses. Utilizing AI, we break cash flow down into bitesize daily actions, you’ll be able to discuss and support your client with the issues that really matter to their business.
Build better relationships
We’ve built Flow to educate your clients, as well as help them. Educated clients ask more questions. Prompt your clients with notification snippets, or wait for them to come to you, information in hand, so you can do what you do best: advise.