1. Do I have to manually upload my data?
No, you can connect Xero, Quickbooks or MYOB once and then we do all of the hard work for you!
Integrated forecasting & reporting for small businesses
Get a grip on your cashflow and make decisions about your business' future, fast.
Because BI dashboards look backwards and spreadsheets are so last century.
Why Futrli ?
No one likes spreadsheets, and keeping forecasts up to date can be a challenge! Futrli shows you real-time data for a live view of business, perfect for business owners and advisors.
A forecast as a wall of numbers is impossible to collaborate over. Integrating your future assumptions with current performance and using the past as a marker is the only way to work.
- Small businesses that have a plan are more successful
- Keep track of your short term and long term cash
- Play with different scenarios easily
Smart forecasting
Keeping control of your cash is essential. Futrli's forecasting is simple and powerful.
Future dashboards
Dashboards are usually focussed on the past. Futrli is integrated, bringing actual and forecast data to life.
Collaborate
Don't work alone. Collaborate over which scenarios your business may face with your accountant and team.
40,000+
Connected businesses
100,000+
Forecasts created
1000+
Futrli Advisory Firms
1
Integrated product!
Advanced features that put you in the driving seat of your business
Sometimes you need a little more. We understand that despite being a small business you still have a lot to control and we have the tools to help.
- Xero's tracking for actual & forecast data
- Daily, weekly, monthly reporting for Xero & QuickBooks
- Consolidation for multiple businesses
- Loan forecasting wizards
- Live updating formula forecast methods
- Create the KPIs once using formulas and they will update automatically from here on in
- Manual "no cash" journals for power forecasting
- Automated VAT/GST calculations
- Group your Chart of Accounts in a way that makes sense for you and use these groups in dashboards and forecasts
Team permissions
Chart of account permissions can be tailored to limit what your managers & department heads see.
Responsive
Your business doesn't stop so access your numbers on your smartphone, tablet and desktop
Scenario layers
Use linked forecasts to test your best, working and worst case futures. The editing is slick and the insight essential.
White label
Customise Futrli to your own branding to give your team ownership over their numbers
Show me more
You want to know what you're getting right?
What our customers are saying
Don't just take our word for it.
Tim Griffiths
X-Ref“The significance of Futrli to Xref.global’s success has been huge. When you think that we have data coming in from 3 countries all on different time zones, that needs to be analysed clearly, quickly and effectively in real time, then Futrli is just amazing – it makes our lives so much easier”
Natalie Le Gal
La Fourchette“Food and staff are such huge costs in this industry. We had to incentivise and educate our managers about the figures as they make the biggest impact on our end result. The information is so easy to digest in Futrli and Futrli helps them perform better with more consistency and accuracy.”
Scott Pheby
Phebys Accountants“We use Futrli because we like to go that step further with our clients and we are big advocates of using technology to achieve this. As with all accountancy practices, compliance is our bread and butter but when we give them extra advice, they can grow faster.”
Nick Hazel
Café Bookkeepers“One client had always been a top performer, but was starting to have cash flow troubles for the first time. Futrli let us quickly compare all of his historical data at the click of a button, and created multiple scenarios for our client to choose the best (successful!) strategy.”
James Solomons
Aptus Advisory“Technology has given accountants a way to take care of the heavy lifting and focus on adding genuine value to clients. No platform has helped our profession in that regard as intelligently as Futrli, it’s just so slick for us and the client.”
Dan Schmidt
EBCFO“Data is only valuable if it's understood and if it can be actioned! Futrli not only helps identify the numbers that matter, but lets you present them with complete clarity to your clients. Even if numbers aren’t your strong point, you are left with no doubt about what your figures mean. ”
Select your plan
Whether you are a small business who wants to solve the pain of running the numbers, or an accounting firm who wants to delight their clients with real help, we have a plan for you.
Single business
- Our PAYG plan
- Unlimited users
- Unlimited forecasts
- Unlimited reports
- Unlimited alerts
- Online support
$
49.99
/Per month per org
Try Free CFO or bookkeeper
- Our Bronze plan
- Up to 20 clients
- Practice strategy
- Account manager
- Certification x 1
- Online support
$
299
/Per month
Try Free Small advisory
- Our Silver plan
- Up to 75 clients
- Practice strategy
- Account manager
- Certification x 3
- Online support
$
525
/Per month
Try Free Mid-size advisory
- Our Gold plan
- Up to 200 clients
- Practice strategy
- Account manager
- Certification x 5
- Online support
$
750
/Per month
Try Free Frequently asked questions
What would you like to know?
2. Can I bring non-financial data into Futrli?
Yes, you can via a simple CSV import. Plus, we're also working on some amazing things at HQ to really put the power in your hands here.
3. Why would I have more than one forecast?
Your business is living and breathing, and there are multiple ways to get to your ultimate destination. Just like your maps app, if there is a roadblock up ahead, a new route will form. That is what your different scenarios are for. Create a base forecast and then you can create different forecasts for best or worst case that you can link to the base one in one click. Pretty cool. Then just compare any metrics you want from these forecasts in a card that lives in your dashboard.
4. When will I start seeing value?
Spend a little time at the start getting your assumptions into Futrli. Then, with your actuals and dashboards updating automatically, we'll do the heavy lifting. We'll be working behind the scenes tracking your progress against your targets from that point onwards.