Futrli
Financial Forecasting and Planning
As a business owner, you have goals and dreams.
Realise the financial future you need with precise business planning using Futrli's instant forecasting.
Track progress towards those dreams by setting up the business drivers that are important to you in our reporting area.
Real-time Data Analysis:
Every day your business generates data.
Using your accounting software's APIs, we pull that data daily to ensure every dashboard, report, and forecast is current, giving you the most recent information to make the best business decisions.
Customisable Dashboards
Hospitality tracks food and drinks gross profit...Retail tracks order volumes and gross margins...Software businesses track average contract value and annual recurring revenue.
Whatever your business's industry, set up your critical KPIs once and have always-on dashboards to help decision-making across your team.
Drag and drop reporting
Whether creating management reports for your clients as advisors, board packs for your business's stakeholders or funding applications for the bank, all these and more can be created in one click with over 60+ templates.
Or you can create from scratch or customise templates with our simple drag-and-drop functionality.
Scenario Planning
Do you need to hire more staff? Thinking about launching another product or moving to new premises? Need to understand how a recession would affect your cash flow?
Create contingency or opportunity plans with different financial scenarios and assess their potential impact on the company's performance with ease.
Budget setting
Financial budgets and tracking their progress over time provide insights into how well the company performs relative to its objectives.
Help your business team or accounting clients stay on track and take corrective actions with very little set-up.
Collaborative Environment
Get your team empowered with the financial data to get you to your dreams faster.
Or, if you're an accountant, collaborate with your business clients quickly and efficiently with our powerful collaboration features.
The platform facilitates collaboration among team members and stakeholders by allowing them to access and share financial data and reports securely.
Integration with Accounting Software
Futrli.com integrates and syncs daily with Xero, QuickBooks Online and Sage Business Cloud accounting.
Schedule reports
Let Futrli do the heavy lifting with the automated email production of any PDF report to stakeholders and clients with simple yet powerful report scheduling.
Drivers and non-financial data
Drivers play a crucial role in influencing financial outcomes.
Whether web impressions, social media engagement, units of products sold or price per unit, these drivers are essential to understanding business success and areas for improvement.
Use these drivers to easily understand, predict, and gain valuable insights for effective decision-making.
Use Drivers in forecasting predictions to gain better insights about possible future performance and stakeholder, board or team reporting when assessing the historical performance.
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