Whatever your business, Futrli has your back with a suite of products to help you feel in control of your business and to manage your cash flow. Accountants we are talking to you too! We have everything you need to support every one of your clients and grow your advisory services.
If you are a larger business, Futrli Advisor will all you to control your cash flow and accelerate growth with real time visually beautiful dashboards, simple to create month end PDF report packs and daily business performance monitoring alerts. The integrated all in one forecasting and reporting of Futrli Advisor will enable you to make the right strategic decisions based on accurate, real-time data and keep your business, investors or team on track.
Futrli Flow is for ALL businesses, especially if you don’t have a team of analysts! Flow is your ultimate small business cash flow tool. Running AI analysis over your Xero financial data, it delivers priority-ordered insights via an actionfeed (like a social media feed but for your business!). Flow analyses your cash flow history, quickly generating insights about your invoicing and expense history. When you understand your cash flow trends, you’ll better understand your customers, suppliers and business. No set up, no training - instant insights about your business. It is also free to get started.
Every client in your portfolio is different, so need you to help them differently. The combination of Futrli Advisor and Futrli Flow enable you to do just that. The hands off, instant set up of Flow means you can protect and add value to every one of your small businesses instantly even those that may be just starting out. The actionfeed provides the backdrop from which all future meetings can be held and the slack and gmail integrations mean they reach out to you from within the application for the help when they need it. This is new advisory!
Futrli Advisor answers the more traditional advisory requests for help. Whether it is preparing the month end report packs for clients, modelling a growth scenario or chairing a board meeting, Advisor will ensure you deliver the advisory needs of those clients. The real time alerts can come directly to you for pro active portfolio management too. Advisor can be completely white labelled to your firm’s branding for an immersive client advisory experience.
To support our accountants we have our highly acclaimed certification programme. Over 2500 accountants have used the modules to support their firms as they grow their advisory offering. With modules delivered online covering everything from marketing, selling, segmenting clients and structuring teams for growth, it can be dipped in and out of as needed.
Futrli was awarded Practice App of the Year 2018 and emerging App of the year 2015.
FUTRLI + Xero
Integrating Futrli with Xero is simple and fast and as it is always connected your forecasts, KPI dashboards, alerts and reports are never out of date. Our seamless integration means that you can also push information back to Xero. Create and edit invoices and bills for any customer in Futrli and push them directly into your Xero account with either the due date or the predicted date generated by us.