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Futrli

Reporting & Analytics

Cash flow forecasting that helps clients understand their financial future.

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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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Other Reporting & Analytics Tools

Spotlight Reporting

Our Pick

Beautiful management reports and forecasts built for accountants.

Fathom

Financial analysis and reporting that makes advisory conversations easier.

Float

Dedicated cash flow forecasting that helps clients see their financial future clearly.

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Futrli Review for Accounting Firms | NerdNumbers