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: Xero, QuickBooks and more

Learn how to connect a QuickBooks 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 Mcintyre

Nail your first 15 minutes

5 Steps to Your Business Health Check and Killer Dashboard: Step 1 (of 5)

You’ll make a killer dashboard in 15 minutes. It’s broken into 5 bite-sized parts.

Written by Hannah Mcintyre

5 Steps to Your Business Health Check and Killer Dashboard: Step 2

Creating the Dashboard and getting 5, essential, fuss-free insights from a Snapshot

Written by Hannah Mcintyre

5 Steps to Your Business Health Check and Killer Dashboard: Step 3

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

Written by Hannah Mcintyre

5 Steps to Your Business Health Check and Killer Dashboard: Step 4

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

Written by Hannah Mcintyre

5 Steps to your business health check and Killer Dashboard: Step 5

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

Written by Hannah Mcintyre

Get some expert advice

If you don’t have the time to get set up, plan for your future or undercover every little insight to be had, let us do this for you.

Written by Hannah Mcintyre