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

3‑Way Forecasting: Automates Profit & Loss, Balance Sheet, and Cash Flow forecasts so teams can see the full financial picture and plan confidently.
Daily Cash Flow Forecasting: Produces day‑by‑day cash projections to surface upcoming gaps or surpluses and improve working capital decisions.
Performance Insights: Provides instant, tailored insights into historical, current, and future performance to spotlight trends and opportunities.
Custom Reporting & Dashboards: Drag‑and‑drop reporting with a template library enables fast, stakeholder‑ready management reports and board packs.
Budgets & Scenario Modelling: Compare budgets and multiple scenarios side‑by‑side with integrated charts for next‑level variance analysis.
Multi‑Currency Consolidations: Merge multiple entities in moments with flexible, accurate multi‑currency consolidation capabilities.
HR Forecasting: Model new hires, salaries, and payroll taxes quickly to understand the cost impact on future cash and profit.
Accounting Integrations: Connects with Sage, Xero, and QuickBooks Online to sync accounting data automatically; also supports Excel uploads.
Unlimited Users: All plans include unlimited users, enabling collaboration across finance teams, advisors, and stakeholders.
Support & Enablement: 24/7 help centre plus free webinars and video guides to speed onboarding and adoption.

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.

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.
CFO advisory engagements that standardize forecasting and reporting across client portfolios.

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.
Deep integrations with Xero, QuickBooks Online, and Sage, plus Excel uploads for flexibility.
Robust enablement with 24/7 help centre, video guides, and frequent webinars.
No long‑term contracts and a 14‑day free trial lower adoption risk.

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.
Bespoke training

Professional – For 19–33 :
$350 USD Includes 25 licenses.
Additional clients for $14/license
Everything in starter

Practice – For 34 client and above:
$550 USD Includes 50 licenses.
Additional clients for $11/license.
Everything in Professional

FAQs

Does Futrli integrate with my accounting software?

Yes. Futrli integrates with Sage, Xero, and QuickBooks Online, and also supports direct data uploads from Microsoft Excel.

Can Futrli produce full 3‑way forecasts and daily cash projections?

Yes. The platform automates 3‑way forecasting (P&L, Balance Sheet, and Cash Flow) and provides daily cash flow forecasting for granular cash visibility.

Is there a free trial and how many users are included?

Futrli offers a 14‑day free trial with no credit card required. All plans include unlimited users, enabling easy collaboration across teams and advisors.

Does Futrli support multi‑entity and multi‑currency consolidations?

Yes. Futrli provides flexible, accurate multi‑currency consolidations to merge multiple entities quickly for group reporting.

Can I customize reports and dashboards for different stakeholders?

Yes. Futrli includes advanced, highly customizable reporting and dashboards with a template library for fast, professional stakeholder reports.

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