In the Navigating Futrli help guides, we run through every feature you'll find in your Futrli account.
Every section and feature within Futrli will have a step-by-step walkthrough available for you to click through at your own pace, links can be found further down this page.
🔍 WALKTHROUGH: For a full walkthrough tour of Futrli, including every page you can possibly visit, please click on the GIF below ⬇️
Futrli is broken down into three main features. Click the links below to explore each in more detail:
Performance pages - customer and supplier information, conveniently laid-out with contact deep dives. Pre-built, editable KPI dashboards, with the option to create your own also available
Forecasting - create your own forecasts with a range of methods. Build your own predictions, import them in bulk or utilise Futrli's auto-predictions, created using detailed algorithms to take the hard work away from forecasting
Reporting - build your own, use pre-built templates or build your own templates. Fully customisable, with automated scheduled emails available
Alongside these three main features, you'll also find:
Chart of Accounts - re-categorise and re-order accounts, or create custom account group layers
Drivers - manually add non-financial data to reference in reports and formulas
Organisation settings - add and delete organisations
User settings - invite, update or remove users