Futrli helps businesses and advisors make great strategic decisions based on accurate, real-time data. We provide you with clear visualization of forecasts, reports, KPI dashboards allowing you to answer key business questions. Manage cash flow, spot trends and accelerate growth for your firm or business.
FUTRLI + Xero
Futrli is where you can get all the answers about your, or your client’s, business in one place. Our platform integrates today’s business data with your plans for the future to help you make smart decisions with your team or advisor. It moves and scales with your needs – whether you’re starting out or have multiple departments to co-ordinate.
Futrli’s seamless connection with Xero is always connected, meaning your forecasts, KPI dashboards, alerts and reports are never out of date.
In addition, connect directly to Xero HQ, to receive alerts on when goals or thresholds are reached.
Once you've logged into FUTRLI, navigate to the Organizations tab and hit new. From there you can connect to Xero in just a couple of clicks.
FUTRLI + Xero HQ
Knowing what to do and when is a challenge when you’re up against it. When you switch on this integration, you‘ll stay on top of things effortlessly. FUTRLI knows how your business is trending and where you want to go; if your gross profit is off target or your expenses are higher than budgeted for, it notifies you directly in XeroHQ (and via email if desired). FUTRLI monitors and alerts you to what might happen in the future too, so you can take appropriate action.
To connect Futrli to Xero HQ:
1. In Futrli, connect your organization to Xero.
2. Go to ‘Your Alerts’ section in the sidebar.
3. Click the Add New Xero HQ Connection button (top right)
4. Log in to Xero HQ, select the practice, then click Allow Access.
5. Create an alert and set your delivery preference to Xero HQ.