Real-time cash flow forecasting and reporting platform
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Updated: October 13, 2025
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TL;DR
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What Is It?
Futrli
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All-in-one forecasting, reporting, and performance insights for SMEs and accounting firms.
Automates 3-way forecasting with daily cash flow plus budgets, scenarios, and HR planning.
Integrates with Xero, QuickBooks Online, Sage, and supports Excel uploads.
Unlimited users on every plan with a 14-day free trial and 24/7 support.
Futrli is a financial forecasting and management reporting platform that helps businesses, accountants, and bookkeepers turn accounting data into real-time insights and forward-looking plans. It solves the challenge of cash flow visibility and strategic planning with automated 3-way forecasting (P&L, Balance Sheet, Cash Flow), daily cash flow projections, customizable dashboards, and scenario-based budgeting. As a category, it sits within financial planning and analysis (FP&A) software with deep integrations to cloud accounting tools.
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Key Features
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Who is for?
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Key Use Cases & Applications
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Pros
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Cons
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Pricing Info
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Frequently Asked Questions
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Accounting Firms and Bookkeepers offering advisory and management reporting services.
SME Finance Teams (CFOs, Controllers, Finance Managers) needing 3-way forecasts and cash oversight.
Multi-Entity and Multi-Currency Businesses requiring fast consolidations and group reporting.
Startup Founders and Operators preparing board packs, investor updates, and runway planning.
Fractional CFOs and Advisors delivering budgets, scenarios, and data-driven decision support.
Building rolling 3-way forecasts to manage cash, profitability, and balance sheet health.
Preparing monthly management reports and board packs with customizable dashboards and templates.
Running budget vs. actuals and scenario modelling to guide pricing, hiring, and investment decisions.
Consolidating multi-entity, multi-currency financials for group-level visibility and planning.
Forecasting headcount costs (salaries, payroll taxes) to understand hiring impacts on runway and cash.
Creating investor updates and lender-ready projections to support funding conversations.
CFO advisory engagements that standardize forecasting and reporting across client portfolios.
Automated 3-way forecasting and daily cash visibility reduce manual spreadsheet work significantly.