Overview

In the Overview section you can set up convenient repeating emails with key business performance indicators.

The Customers & Suppliers section tells you what you need to know about where your money is coming from, and where it is being spent. Click into any customer or supplier for a contact deep dive, with payment trends, risk trends, and even a dependency percentage available.

Forecasting

Futrli's forecasting feature consists of two types of forecasts:

1 year P&L - 12 months in length and you can start them on a date of your choice
3-way forecast - Profit & Loss, Balance Sheet and Cash Flow simultaneously created with two options on how to treat debtor and creditor balances:
- Pay down manually - deal with balances in bulk with a prediction
- Use individual due invoices - use or override the payment terms attached to the invoice from your accounting source

📌 TIP: With all three options you can:

Export to Google Sheets
Export to Excel
Reference in reporting
Create predictions

Reporting

The reporting feature is fully customisable. Using the draft and published setup as with forecasting, users can build their own reports before they publish them to colleagues.

You build reports using drag and drop. Just decide:

What type of graph you want (or a table)
What data you want to display
What time frame

📎 NOTE: Every widget you add to a report is completely customisable. You can even update the colour scheme using hex colour codes to match a business's branding.

Dashboards

The Dashboards section in Futrli is where you can conveniently display popular KPIs for your company.

There will be three KPI dashboards pre-built for you; Cash Flow, Profit & Loss and Balance Sheet. Each is completely editable, so feel free to update it to show what matters to you.

📌 TIP: If you'd rather create your own dashboard, no problem. You can build and add an unlimited number of your own dashboards to the Performance section.

Other features in Futrli

Alongside the four main features, you'll also find:

Chart of accounts

Re-categorise and re-order accounts, or create custom account group layers.

Non-financial drivers

Manually add non-financial data to reference in reports and formulas. Add one-by-one manually, or in bulk with an Excel template.

Organisations

You can add and delete other organisations. You can have multiple organisations, each integrated with different accounting software. You can even consolidate multiple organisations to create consolidated forecasts and reports.

Users

Invite other people to access organisations in your Futrli workspace. You can edit their permissions and configure which organisations they have access to.

If you're using Futrli with a Sage product like Sage for Accountants, manage your users within your Sage account.

What are the key features in Futrli?