Futrli is a powerful forecasting and reporting software. It simplifies the process of understanding your past performance, current status, and future projections, ensuring you stay informed and ahead of the curve.
All features are built to suit working on your own business, or for working with your accounting clients.
Below we run through what you're able to do in Futrli, as well as Futrli's key features.
What can you do in Futrli?
Connect your organisation
Integrate directly with Sage Accounting, Xero or QuickBooks Online
Automatic daily syncs, or sync with a click of a button
Bring through data from any accounting source with Excel organisations
Build multi-currency consolidated organisations - which can then be used for forecasting and reporting purposes
Create P&L budgets
Build budgets with predictions for every P&L account
Use last year's actuals, or build your own predictions with different methods available
Upload budgets into Futrli with an Excel template
Create 3-way forecasts
Simultaneously create Profit & Loss, Balance Sheet and Cash Flow reports with 3-way forecasts
Treat debtor and credit balances with one rule, or break down to invoice level for powerful short and medium term cash flow
Utilise Futrli's automated predictions, meaning full, accurate financial forecasts can be created for you with the click of a button
Build customisable reports
Use a variety of table and graph options to display your actual and forecasted data
Make the most of Futrli's pre-built widgets, or just use one of Futrli's pre-built report templates
Create your own charts and tables, displaying the data you want to display
Set up automated scheduled report distribution - send out reports automatically at a schedule decided by you
Display data on dashboards
Populate live dashboards with the KPI information important to you
Control who sees what dashboards
Any changes made will reflect for all users
Understand an organisation's performance
Set up repeating emails with key business performance information
Understand the key behaviour of all customers and suppliers in a handy pre-built table
Visualise customer dependancy
Control the chart of accounts
Re-categorise accounts and re-order accounts in the organisation's chart of accounts
Create custom account groups to be reflected in detailed reporting
Bring through non-financial data
Create non-financial drivers one-by-one, or in bulk with an Excel template
Can be referenced in all formulas
Can also be reported on directly in reports and dashboards
Create detailed formulas
Combine financial accounts and non-financial drivers to build specific predictions, including the powerful 'if' formula option
Use the formula builder to report on specific KPIs
Invite your team
Add an unlimited number of users into your Futrli workspace with various permissions
If you're an accountancy firm or bookkeeper, add your clients
If you're working for a business, add your accountant
If you're using Futrli with a Sage product like Sage for Accountants, manage your users within your Sage account.
How to access Futrli?
Create a Futrli workspace at do.futrli.com/register.
Or, if you use Sage for Accountants, link Futrli to a client.