Video: An overview of organisations in Futrli Advisor
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An organisation in Futrli Advisor is your business or your client's business. You might use Xero, QuickBooks or MYOB, you might use another software, but you'll always be able to import your data into Futrli!
Each organisation that is connected to Futrli Advisor will have a chart of accounts. Here, providing you have the appropriate permissions, you have the ability to restructure the order accounts appear in, create custom account groups and even archive accounts.
All organisations can then have forecasts created against them, cards produced analysing their data, alerts set up to keep a watchful eye on key information, formulas built to calculate your KPIs and printed reports designed ready to present your numbers!
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How do I connect my organisation?
You can directly integrate your organisations if you use:
If you do not use any of those, you'll still be able to import your data by using our manual organisations tool! This is nice and easy to set up, uploading data once you've created the organisation is as simple as using our import wizard!
Head to the Organisations section of Futrli Advisor (found via the cog in the top right of the window), hit 'Add Organisation' and follow the steps!