If this is your first time looking at or using Futrli Advisor- welcome!
What is Futrli Advisor?
Futrli Advisor is your all-in-one forecasting and reporting tool that makes business owner's lives easier and gives accountancy firms the ability to take advisory services to the next level. Integrate your Organisation, let the data flow and make intelligent business decisions!
Forecasts can be created for Organisations, span up to 10 years and give the ability to predict the future. Predictions can be made against any Account within the Organisation's Chart of Accounts with various methods! You can base these on previous data, create formulas that reference multiple accounts or simply add repeating figures you want to set as a budget - it's up to you!
The importance of reporting for an Organisation doesn't need to be introduced. What we can introduce is the ease that reports can be created, edited, updated and exported within Futrli! You can build Cards on a Board, individual reports on a blank canvas that bring your data to life, or you could use our wonderful Printed Reports feature, giving you the tools needed to produce meeting ready material.
We're not just forecasting and reporting though! Alerts in Futrli Advisor are the key to staying ahead of the game! Get ready to pop the Champagne when your Bank Account sneaks over your target, or take corrective action if your expenses this month have exceeded budget.
If you are brand new to Futrli Advisor and fancy an interactive guided tour running through the process of getting started, that's lucky because that's exactly what you can do!
Build that first Forecast and create some reports before adding others to your Futrli Advisor Account and sharing that work with them! We'll even set up your first Alert!
Get started here by adding your first Organisation!