The evolution of forecasting and reporting: From Excel to Software Solutions with App of the Month Futrli

Excel, although a powerful tool, can become burdensome when constructing a forecast and scenario due to the time-consuming task of adjusting and managing data. In Excel, any modification requires revalidation and the data is detached from the original data source.

To address this revalidation issue and enhance output validation, Futrli's panel of experts will explore the software option that eliminates these challenges. By doing so, they aim to improve overall efficiency and allow for scalable forecasting and reporting.

• The digitisation of accounting

• Explore the limitations of scaling cash flow and reporting services using Excel

• Discover how software solutions can enhance the capabilities of Excel

• Gain valuable tips and tricks when transitioning from Excel to a software solution

Speakers:

Will Farnell is founder of Farnell Clarke, one of the first 100% cloud-based firms globally way back on 2009. Will is also co-founder of App Advisory Plus and author of The Digitial Firm and the more recent book The Human Firm published by Sage in 2023. Will is a respected speaker and mentor to accounting firms globally.

As the COO of Futrli, Helen Cockle played a pivotal role in the transition of Futrli from start up to being acquired by Sage. Helen has 20 years of experience in the accounting sector to ensure market fit and client value is achieved.