Get your business into Futrli

Creating a Futrli Account

Welcome to Futrli. In this Getting Started guide we’re going to be explaining how to create a Futrli account for the first time. How exciting!

Written by Ross MacLeod

Adding your first Organisation – An overview

Learn how to connect a QuickBooks, Xero or MYOB Online Organisation to Futrli for the first time and start creating beautiful reports, building three-way forecasts and setting up alerts to manage your business on auto-pilot

Written by Hannah Dawson

Adding your first Organisation: Quickbooks

Learn how to connect a Quickbooks organisation to Futrli for the first time, so that you can start creating beautiful reports, building forecasts and setting up alerts to manage your business on auto-pilot

Written by Tom Mimnagh

Adding your first Organisation: Xero

Learn how to connect a Xero organisation to Futrli for the first time, so that you can start creating beautiful reports, building forecasts and setting up alerts to manage your business on auto-pilot

Written by Tom Mimnagh

Adding your first Organisation: MYOB

Learn how to connect a MYOB organisation to Futrli for the first time, so that you can start creating beautiful reports, building forecasts and setting up alerts to manage your business on auto-pilot

Written by Tom Mimnagh

Creating a Group of Organisations

Written by Tom Mimnagh

Ace your first session

5 steps to success with Futrli : Step 1 – Creating your first dashboard

You’ll create your first dashboard in 5 easy steps

Written by Futrli Support

5 steps to success with Futrli : Step 2 – Snapshots

Creating the Dashboard and getting 5 essential insights from a Snapshot card

Written by Futrli Support

5 steps to success with Futrli : Step 3 – Am I bank for my customers?

Are you on top of your customers? Find out by using our Report Cards

Written by Futrli Support

5 steps to success with Futrli : Step 4 – Building a forecast

What does the next 12 months look like? An introduction to forecasting & the power of a Dashboard that looks ahead

Written by Futrli Support

5 steps to success with Futrli : Step 5 – The final report

The final report – which scenario is the best for your business’s future? Let’s look at your cash…

Written by Futrli Support