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
    • PDF
  • 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
    • PDF
  • 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
  • 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
Client Sector
Accounting and Bookkeeping

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