Futrli

TL;DR

• 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.

What is Futrli

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.

Key Features

Key Use Cases & Applications

• 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.

Pros

• Automated 3-way forecasting and daily cash visibility reduce manual spreadsheet work significantly.
• Highly customizable drag-and-drop reporting accelerates stakeholder-ready pack creation.
• Multi-currency consolidations streamline group reporting across entities and regions.
• Unlimited users on every plan supports broad collaboration without per-seat costs.

Who is Futrli for?

• 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.

Cons

• Value depends on clean accounting data; poor data hygiene can limit forecast accuracy.
• Native integrations focus on Sage, Xero, and QuickBooks; fewer options for other ERPs.
• Scaling adds per-client/license costs that may accumulate for very large portfolios.

Pricing Info

• Starter – For 6-18 clients: $250 USD. Includes 10 licenses. Additional clients for $25/license. Includes bespoke training.
• Professional – For 19–33 clients: $350 USD. Includes 25 licenses. Additional clients for $14/license. Everything in Starter.
• Practice – For 34+ clients: $550 USD. Includes 50 licenses. Additional clients for $11/license. Everything in Professional.