To use Futrli, you need to create an organisation. When you create an organisation, you choose which accounting software you want to integrate with. Within this organisation, you can then create forecasts and reports using the data from your accounting software.
📌TIP: You can also make a demo company to practice creating forecasts and reports. This isn't integrated with any accounting software.
You can manage your organisations from within your Workspace.
You can access your Workspace in two ways:
When you login first
If you are already logged into an organisation click the organisation name in the top-right corner of the window and click Manage Organisations.
You can also access different organisations from various workspaces.
What software can Futrli integrate with?
When you add an organisation, you can choose to integrate it with a company you have in either:
Sage Accounting
Xero
QuickBooks Online
What's a demo company
Instead of creating an organisation that integrates with accounting software, you can create a demo organisation.
📌TIP: Use a demo company to:
Explore new features and processes, without affecting your real organisation
Train new users on how to use Futrli before managing forecasts and reports in the real organisation
There's a Demo UK and a Demo Australia organisation available for you to create. You can add both the Demo UK Organisation and the Demo AU Organisation to your workspace.
📌TIP: You can use your UK and AU demo organisations to create a practice multi-currency consolidation.
Create a Demo Organisation
To create the demo company, simply click Add new organisation and click Demo Company (UK) or Demo Company (AU).
Can I add multiple organisations?
There are no limits to the number of organisations that you can add to a Futrli workspace. For those looking to use Futrli with multiple organisations, plans start from 10 licences.
If you're looking to have six or more organisations on your Futrli workspace, you will benefit from moving onto one of our plans. For more information on Futrli pricing, visit futrli.com/pricing.
📌TIP: For more information about adding multiple organisations, use our guide, Adding multiple organisations to a Futrli workspace.
Can you consolidate multiple organisations?
If you have multiple organisations in Futrli, you can create a consolidation for consolidated forecasting and reporting.
Multi-currency consolidation is supported, with FX rates provided by Open Exchange Rates (UK) Limited - though these rates can be overridden.
You can consolidate individual forecasts into one consolidated forecast.
Syncing organisations
Your organisation data syncs with your accounting software daily. You can manually refresh the sync at any time.
Who can add an organisation?
To add an organisation to a Futrli workspace, you need to be one of the following roles in Futrli:
Workspace owner
Super administrator
Administrator
Data manager
Who has access to organisations?
Whether a user has access to an organisation depends on whether you've invited them to the organisation and what role you assign to them.
You can change a user's permissions at any time.