Futrli Advisor
Your ultimate advisory toolkit. Increasing your revenue, saving you time and enabling you to help businesses be the best they can be.
Powerful forecasting – Project data up to 10 years to see the outcome of decisions, and add in non-financial data for true insight. Build forecasts in seconds to navigate the future at full speed. Don’t have your clients just hope for the best, help them create it.
Effortless reporting – Fill your dashboards automatically from your client’s accounts package. Personalise templates or create bespoke reports. Solve problems as they occur and seize opportunities as soon as they arise.
Game-changing scenario modelling – Uncover the outcomes of potential decisions. How do you make sure your client’s making the right decision? Model the impact. Set up best, worst and middle-case outcomes, and view scenarios side by side for real impact.
Proactive alerts – Monitor good news or bad news for any account, account category, KPIs, cumulative and transnational value alerts, multiple date ranges, and more. Set warning thresholds to inform you when a limit is close to being reached. Stay one step ahead.
3-Way Forecasting Features
-
Accounting Integration
- Historical actuals
- Import chart of accounts
-
Comparisons
- Forecast vs actual
- Scenario vs scenario
-
Export forecast
- CSV
-
Forecast period
- Yearly, up to 10 years by month
-
Forecast transaction frequency
- Annual
- Daily
- Monthly
- Once
- Quarterly
- Set end date
- Weekly
-
Forecast transaction options
- Create bespoke formulas using account data
- Rules (inc corp tax)
- Set expected payment dates for A/R & A/P invoices
- Tracking forecasting
- Xero
- Transactional VAT
- Accrual
- Cash
-
Forecast transaction values
- Fixed value
- Repeat transaction with decreasing transaction value % / £
- Repeat transaction with increasing value % / £
-
Forecast view period
- Daily / Weekly
- Monthly
- Quarterly
-
Type
- 3-Way
Cash Flow Forecasting Features
-
Accounting Integration
- Historical actuals
- Import chart of accounts
- Trial balance
- Xero HQ
- Xero tracking
-
Comparisons
- Forecast vs actual
- Scenario vs scenario
-
Export forecast
- CSV
-
Forecast period
- Yearly, up to 10 years by month
-
Forecast transaction frequency
- Annual
- Daily
- Monthly
- Once
- Quarterly
- Set end date
- Weekly
-
Forecast transaction options
- Create bespoke formulas using account data
- Rules (inc corp tax)
- Set expected payment dates for A/R & A/P invoices
- Transactional VAT
- Accrual
- Cash
-
Forecast transaction values
- Fixed value
- Repeat transaction with decreasing transaction value % / £
- Repeat transaction with increasing value % / £
-
Forecast view period
- Daily / Weekly
- Monthly
- Quarterly
-
Type
- 3-Way
Reporting and Dashboards Features
-
Alerts Receive notifications based on changes to KPI
-
Anaysis
- Comparatives
- Financial KPIs
- Non financial KPIs
- Ratios
- Variances
-
Benchmarking
- Financial
-
Groups Benchmark against companies within the same group
-
Consolidation
- Balance sheet
- Elimination
- P&L
-
Reports
-
Brand Add your brand to the reports
-
Commentary Provide report commentary within the app
-
Create templates Create report templates for use across multiple clients
-
Custom Create custom reports
-
Customise pre built template Customise pre built templates
-
Download Download reports as PDF
-
Graphs Include graphs and visual information
-
Pre built templates Use pre-built templates provided by the app
-
Share online with client Share a link to view the reports online
-
Brand
-
Tracking Report on tracking information via direct integration with accounting software
- Xero tracking
- Cost (from)
- £29.99
- Trial
- 7 day free trial, fully functional, no credit/debit card required
- Free Practice Subscription
- No
- Partner Program
- Yes
- Accounting Software
- MYOB, QuickBooks Online, Xero
- Data Sync
- Manual, Real Time
- Mobile OS Compatibility
- No mobile app
- Head Office
- Brighton (UK)
- Offices
- Belfast (UK), Brighton (UK), Sydney (AU)
- Geographies Served
- Australia, Canada, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, UK, USA
- Support Channels
- Email, Live Chat, Other
- Support Availability
- 24/7 support
- Two Factor Authentication
- No
- App Category
- 3-Way Forecasting, Cash Flow Forecasting, Reporting and Dashboards
- Sector
- Accounting and Bookkeeping
Admin Frances Kay –
We use FUTRLI for our larger clients that require the full forecasting of p&l, balance sheet and cashflow with Xero data and non-financial imports.
Tracking forecasts is made easy – we have a business with 10 tracking categories with their own budgets; FUTRLI makes this easy to report on and design boards for different shareholders within. E.g. management, the board, simple overview versus detailed.
(0) (0)