Tomorrow’s insights, today
Do you really understand how your business is performing and what you can do to make the most impact? Think of FUTRLI as a sat nav for businesses and advisors. It seamlessly connects to Xero so you’ve got the info you need to control cash flow and accelerate growth.
FUTRLI provides tools like KPI dashboards, forecasts and scenario plans, advanced online/printed reporting, alerts and monitoring and much more. Where Xero stops, FUTRLI starts. It helps accountants remove the roadblocks from their journey into advisory.
FUTRLI gives you:
Forecast Tomorrow: Plan for the best case, the worst case and everything in-between.
Cash flow forecasting: Action a better future for your business with advanced cash flow forecasting that gives you control.
Scenario planning: Explore every avenue your business might travel and ensure you're on the right path with advanced, quick and easy scenario planning.
Powerful alerts: Be instantly informed of things to celebrate, or risks to avoid. Is your gross profit on target? How’s the wage percentage looking for the next six months? FUTRLI helps you stay on track.
Advanced budgeting tools: Use your budget as the foundation for your business planning, to review actuals versus targets, and to help ensure you reach your goals.
Training and education: Accountants and bookkeepers can train to be an advisor by completing FUTRLI’s industry-approved business advisor certification programme.
FUTRLI + Xero
FUTRLI is designed for people who dislike working harder than they have to. Sync to Xero just once, then FUTRLI automatically pulls through all new transactions so that your forecasts, KPI dashboards, alerts and reports are always up-to-date. It helps you to see the full picture with daily access to the operational KPIs that matter.
How do you sync it with Xero?
- It’s big data for small business
- We pull in every transaction from Xero (it’s not just historical information)
- Daily, weekly, monthly, annual reporting and custom periods
- We update it automatically, daily, so reports and performance against budget is always up-to-date and effortless
- You can slice and dice your business data anyway you like
- Works where you are - an app on your phone or online
FUTRLI + Xero HQ
Knowing what to do and when is a challenge when you’re up against it. When you switch on this integration, you‘ll stay on top of things effortlessly. FUTRLI knows how your business is trending and where you want to go; if your gross profit is off target or your expenses are higher than budgeted for, it notifies you directly in XeroHQ (and via email if desired). FUTRLI monitors and alerts you to what might happen in the future too, so you can take appropriate action.
How do you sync with Xero HQ?
To connect FUTRLI to Xero HQ:
1. In FUTRLI, connect your organisation to Xero (as above).
2. Go to Your Alerts section in the sidebar.
3. Create an alert and set your delivery preference to Xero HQ.
4 Log in to Xero HQ, select the practice, then click Allow Access.
5. Click Enable Xero HQ.
Helpful information about FUTRLI
Who is FUTRLI for?
FUTRLI is helping businesses and their advisors across the world – from small creative agencies to the big four accounting firms – to embrace the future and grow sustainably.
What countries does it operate in?
FUTRLI operates globally and has customers in over 100 countries.
Is there a free trial?
Yes, you can try FUTRLI free for 7 days. No credit card required.
What support is offered?
FUTRLI offers an extensive library of how-to guides and courses, webinars, video guides, in-app walk-throughs, and a fantastic support team.
If you’re an accountant who wants to become a business advisor, FUTRLI’s independent, fully-accredited CPD programme will help you build and apply your knowledge across your practice and clients.
Futrli are winners
Winner: Emerging Add On of the Year (UK) 2015
be inspired by these reviews
"Aside from a 7% reduction in churn, which means FUTRLI has more than paid for itself, we’ve increased the average fee income per client and improved customer loyalty. Our referrals KPI has increased and it's easier to recruit franchisees."
“I worked in several senior accounting roles within major organisations. I’ve been blown away by the power of FUTRLI. Honestly, its capabilities are head and shoulders above that of the reporting suites in many of the very expensive ERP systems I'd used in the past.”
“94% time-saving! I review my entire company’s performance in 30 minutes… it used to take eight hours!!! We’ve wildly outperformed our industry with 15% sales growth. I don’t know a single business in our sector which has experienced double digit growth like this because now we all have access and visibility of KPIs."