First things first, let’s get your Account set up and your first Organisation connected to Futrli!
Following the steps from the sign up page, you’ll create your new account. There are two options given, 'Accountancy firm' and 'Business owner/CFO'. Clicking into the first option will open your trial on one of our Partner Plans, while the second option directs you to a PAYG version. Information on both options can be found here, or if you’d like to explore our Partner Plan options, leave your details here for further information.
Regardless of which you are or which plan you look at, these five guides are going to help you get started.
Once you are in and your Account is active, let’s get going! First up, we're going to connect an Organisation. "What is an Organisation?", I hear you ask! Well an Organisation is either your own companies financial information, or if you are looking at Futrli from an accountant/bookkeeper's point of view, each Organisation is one of your clients.
Futrli currently integrates directly with Xero, QuickBooks Online and MYOB, but if your Organisation's data source is not one of those, do not worry! Our Manual Organisation feature means data can be inputted from any source, ready to forecast against and report on!
To get the ball rolling, navigate to the Organisations section of Futrli (found on the left hand menu available throughout Futrli) and hit 'Add Organisation' in the top right hand corner of the window:
You'll be presented with your Organisational options:
For Xero, QuickBooks and MYOB, just follow the links to set up the integration. If you're going to go down the Manual Organisation route, this Help Guide takes you through the process.
It's always best to use your own data, but if you do need some demo data to practice and experiment with, just let our Support Team know!
Once the Organisation is connected or uploaded, we can start diving into some numbers!