Mastering cash flow clarity: A deep dive into data fundamentals with Futrli by Sage

Mastering cash flow clarity: A deep dive into data fundamentals with Futrli by Sage

Join us on September 21st at 2pm as we sit down with Futrli’s Head of Advice, Dan Daly, and the accounting expert and author of “The Human Firm,” Will Farnell.

In this exclusive webinar, we will delve into the all-important topic of cash flow forecasting and its significance for your clients. We will discuss the impact of good data on your forecasts and the processes you can implement today to ensure your clients’ data is captured, processed, and presented in the most effective manner.

By improving existing processes, learn how to take confidence in performing fast, reliable, and in-depth forecasts in a fraction of the time it takes with traditional methods.

Discover:

• New methods to increase client touchpoints and improve data collection. 

• How to grow your advisory portfolio with effective forecasts. 

• Automation for forecasting processes. 

• Save time on every forecast for every client.