NerdNumbers

Futrli

Reporting & Analytics

Cash flow forecasting that helps clients understand their financial future.

Overview

Futrli specialises in cash flow forecasting and scenario planning, with a focus on making financial projections understandable for business owners. The visual dashboards are clean and the three-way forecasting (profit and loss, balance sheet, cash flow) is well implemented.

It is more focused than Spotlight Reporting — if you primarily want forecasting rather than full management reporting, Futrli may be the better fit.

Best for

Firms wanting to add cash flow forecasting as a service

Key Features

Three-way financial forecasting
Cash flow prediction and scenario planning
Visual dashboards for client presentations
Integration with Xero and QBO
Budget vs actual tracking
What-if scenario modelling

Pros & Cons

What We Like

  • Excellent cash flow forecasting
  • Clean, client-friendly visual interface
  • Focused tool that does forecasting well
  • Good value compared to full reporting suites

Watch Out For

  • Less comprehensive than Spotlight for full reporting
  • Smaller feature set overall
  • Less established in the UK market

Pricing

Contact for current pricing. Free trial available.

Our Verdict

Futrli is a good choice if cash flow forecasting is your primary advisory offering. For full management reporting, Spotlight Reporting is more comprehensive.

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Futrli Review for Accounting Firms | NerdNumbers