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Real-time cash flow forecasting and reporting

Prepare for 3-year forecasts that use all your accounting data.
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Operations, staff, profit, trends, bills, sales, tax... Whether you're an accountant, bookkeeper, or business, it's all predicted across the P&L, Balance Sheet and Cash Flow.

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Our simple and powerful forecasting and reporting platform gives you and your accountant confidence and clarity with Futrli support behind you.

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Maximize the value of your time. Uncover crucial insights tailored to your accounting needs, shedding light historical, present, and future performance for your practice and your clients

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Reporting and dashboards

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Elevate your strategic discussions with your clients, team, board, or investors using reports crafted for accountants – easy to compile, a breeze to share, and fully customizable to suit your financial expertise.

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instant smart budgets

Next-level variance analysis: Futrli Budgets and Scenarios

Elevate your variance analysis game. Explore integrated graphs and charts that effortlessly track Budgets and Scenarios, all within a single, user-friendly platform designed for accountants

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One Platform, Full Control

Our simple and powerful forecasting and reporting platform gives you and your accountant confidence and clarity with Futrli support behind you.

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Performance insights

Get instant insights in the performance area

Your time is precious. Get impactful insights for your business’s current, past and future performance.

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Reporting and dashboards

Fast and professional reports for every stakeholder

Empower your business with actionable insights. Gain a competitive edge by effortlessly preparing and sharing customizable reports with your team, board, or investors, driving strategic decisions for success.

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instant smart budgets

Next-level variance analysis: Futrli Budgets and Scenarios

Gear up for advanced variance analysis. Access consolidated graphs and charts showcasing Budgets and Scenarios seamlessly on a unified platform.

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Webinars

Navigate industry trends, find out more about Futrli, and hear from leaders in the field.

October 15, 2024

Boost your Bookkeeping Services with Cashflow Forecasting, Reporting, and Data-Driven Insights

Bookkeepers, are you leaving money on the table? You're the ones closest to the numbers, with a deep understanding of your clients' finances. But are you truly maximising this strategic advantage? By levelling up your financial analysis and reporting game, you can tap into a goldmine of revenue streams and forge unbreakable bonds with your clients.

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October 15, 2024

Boost your Bookkeeping Services with Cashflow Forecasting, Reporting, and Data-Driven Insights

Bookkeepers, are you leaving money on the table? You're the ones closest to the numbers, with a deep understanding of your clients' finances. But are you truly maximising this strategic advantage? By levelling up your financial analysis and reporting game, you can tap into a goldmine of revenue streams and forge unbreakable bonds with your clients.

Watch Webinar
October 2, 2024

ICB Member's Guide to Supercharging Client Experience with Forecasting & Reporting

Join us as we're hosting a webinar where you'll learn how to create your first management report with Futrli – a game-changer when it comes to reporting. ‍ Our expert will guide you through the process, showing you how to deliver reports with ease that communicate effectively with stakeholders and are designed to help you make informed strategic decisions.

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September 12, 2024

Creating your first management report with Futrli

Join us as we're hosting a webinar where you'll learn how to create your first management report with Futrli – a game-changer when it comes to reporting. ‍ Our expert will guide you through the process, showing you how to deliver reports with ease that communicate effectively with stakeholders and are designed to help you make informed strategic decisions.

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August 21, 2024

Hassle-free consolidations: The how-to guide for business owners and accountants

Consolidations can be a complex beast, taking so much time for business owners and their accountants to get right that no time is left to focus on your business strategy.

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June 19, 2024

Creating your first forecast with Futrli

Join us as we explore the art of building forecasts, and gain an understanding of the critical role that cash flow forecasts play in providing financial clarity to your clients. We will demonstrate how Futrli can help you to create real-time, comprehensive forecasts in less than a minute.

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May 23, 2024

Future Planning for your clients... AND charging for it

Discover why Futrli is the ultimate win-win software for your profitability and ensuring your clients' businesses are future-proofed.

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Mastering Tomorrow's Finances: Futrli by Sage - A Journey of Innovation and Cash Flow Forecasting Excellence

Join Hannah Dawson, CEO & Founder, Futrli by Sage and Helen Cockle, Senior Director, Sage for a short and insightful session on the remarkable journey of Futrli since its acquisition by Sage 2 years ago. ‍

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February 12, 2024

Numbers with impact: The game-changing force of management reports

Discover the pivotal role of management reports in steering small businesses towards strategic success. Delve into the relationship between management reports and client decision-making and create reports that are not just informative, but transformative. 

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January 23, 2024

Saving money while making money: Bookkeeping firm puts £25,000 back in client’s pocket while scaling advisory

Join us as we sit down with Paul Clarke, co-founder of bookkeeping firm Ookkee to discuss how cash flow administration has not only empowered clients to make the best business decisions but makes more money for their firm.

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January 19, 2024

Why You Need to Offer Forecasting as Part of Your Core Services

In today's ever-changing business landscape, understanding the challenges your clients face is vital for success. Cash flow forecasting is essential to mitigating the potentially negative effects of these events on small business clients.

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December 12, 2023

Advisory made simple: Unlock the true value of cash flow forecasts

In the third of 3 immersive workshops: "Unlock the True Value of Cash Flow Forecasts" step up your forecasting knowledge and learn how to implement better forecasting strategies.

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December 7, 2023

Bringing Bookkeeping Data to Life: Mastering Cash Flow Clarity

The impact of good data on your forecasts and the processes you can implement today to ensure your clients’ data is captured, processed, and presented in the most effective manner.

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November 28, 2023

Advisory made simple: From transactions to transformations

In the second of 3 immersive workshops, join us to learn how to use the Futrli dashboard to your advantage.

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October 26, 2023

Accounting & Bookkeeping Evolution: Elevate Your Practice

Futrli are delighted to introduce the first of three immersive workshops: "The Advisory Leap", in partnership with Laura Day-Henderson.

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October 16, 2023

Strategies for Accounting Transformation: From Compliance to Consultation

Understand the essential skills and competencies required to navigate from traditional compliance-oriented roles to more strategic advisory positions.

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October 5, 2023

Strategies to Double Practice Value Without Client Expansion

In this exclusive workshop, learn how to unlock the profitable potential of advisory services and strengthen your leadership skills.

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September 26, 2023

Empowering Accountants: Unleashing Value & Revenue with Futrli's Health Check Approach

Join us as we delve into the exciting possibilities that Futrli's cutting-edge technology offers accountants.

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September 21, 2023

Mastering cash flow clarity: A deep dive into data fundamentals

Learn how to take confidence in performing fast, reliable, and in-depth forecasts with Will Farnell.

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September 12, 2023

Empower Your Clients: Leveraging Scenario Modeling and Predictive Forecasts for Success

Join us to discuss the value of an efficient, all in one client onboarding and engagement solution.

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September 5, 2023

Confidence, Clarity, and Cash: 5 Steps to Scaling Your Advisory

In this exclusive webinar, Amanda C. Watts, founder and CEO of Oompf, lets us in on her 5 steps to leverage advisory in your accounting firm.

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August 29, 2023

Business toolkit: Cashflow, and how to make it work for me

In this exclusive workshop, we will delve into the critical topic of monitoring cash flow and its significance for small business owners.

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August 24, 2023

Seamless Onboarding with Expert Insights: A World-Class Client Engagement

Listen in as we discuss the value of an efficient, all in one client onboarding and engagement solution.

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August 22, 2023

Guiding Accountants in Transitioning from Compliance Work to Advisory Roles

Find out more about making a successful transition from traditional compliance-oriented roles to more strategic advisory positions.

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August 8, 2023

Even Better Together: Three Apps That Will Transform Your Income, Efficiency, and Client Value

Explore how Futrli, GoProposal, and AutoEntry can accelerate the impact they make by combining together to supercharge your firm.

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August 1, 2023

Unlocking Financial Excellence: Strategies and Tools to Take Your Practice To The Next Level

Hear from our Head of Sales - APAC as we delve into the strategies and tools necessary to achieve financial excellence in your business.

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July 26, 2023

Next-Generation Advisory Excel vs. Tech Solutions

Discover how software solutions can enhance the capabilities of Excel and gain valuable tips and tricks when transitioning to a software solution.

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July 20, 2023

Double the value of your practice without adding new clients

Discover how to guide your team to turn compliance work into high-value advisory services and amplify your firm's value.

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July 13, 2023

Saving money while making money: Ookkee puts £25,000 back in client’s pocket while scaling advisory

Discover how Ookkee uses cash flow administration to empower clients to make the best business decisions and make more money for the firm.

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July 6, 2023

Revolutionising Bookkeeping: Tech Based Forecasting Solutions for Deeper Client Engagement

Find out how More than Bookkeeping uses tech-based forecasting solutions to help advisors engage with clients on a deeper level.

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June 26, 2023

Navigating Client Resistance and Driving Successful Advisory Services

Gain valuable insights and practical strategies to navigate client resistance, communicate effectively, and drive successful advisory services.

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June 22, 2023

The Evolution of Advisory: From Excel to Software Solutions with Futrli

Futrli's panel of experts explore software options that eliminate Excel challenges to improve overall efficiency and allow for scalable advisory.

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June 6, 2023

Start, Scale or Systemise Your Advisory Business with Futrli

Learn how to introduce advisory services to your clients, gain insights on how much to charge, and learn about the reports you need to create.

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May 25, 2023

Fast Data: How Accountants Can Ensure Powerful Data Drives Decisions

From processes to philosophy, the expert panel examine the flow of data and the incredible ways it makes for better business and client management.

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May 16, 2023

Business Survival: How to advise clients through cash flow challenges

Join us as we discuss how cash flow planning for your clients will help them survive the tough times ahead.

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April 27, 2023

Human-led Advisory Services: Changing the Conversation with Your Clients

Thinking beyond traditional accounting services, this webinar explores how accountants can focus on human-led advisory services.

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April 18, 2023

Using Compliance Calendar to Drive Your Advisory Offering: Strategies for Success

Will Farnell unpacks how simple-to-use advancements in tech are opening the door to value-adding advisory.

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April 13, 2023

Silicon Valley Bank: How to stress test and perform exposure analysis with forecasting

Join us as we discuss the implications of the Silicon Valley Bank crash for SMEs and how to include stress testing and exposure analysis within your forecasting.

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April 3, 2023

Forecasting: Mini Masterclass

In the second of our masterclass series, we’ll take you through forecasting.

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March 26, 2023

5 Steps to Successful Advisory Services

As technology automates traditional accounting tasks, accountants must focus on delivering higher-value advisory services.

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March 22, 2023

Accountants’ Guide Navigating your clients through the Spring Budget with Scenario Modelling

Firms must consider the implications of the chancellor’s fiscal plans and visualise various financial realities of the future.

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March 20, 2023

Reporting: Mini Masterclass

In the first in a series of ‘how-to’ webinars, we’ll guide you through key principles to make impactful reports with effortless ease.

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February 28, 2023

Making advisory services a key source of your revenue in 2023

From cash flow forecasting and pricing, to restructuring for efficiency gains and managing rising costs, it all falls under advisory.

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February 9, 2023

How Accounts and Legal doubled income in 1 year with advanced advisory offerings

Find out how Accounts and Legal doubled both their revenue and staff by focusing in on delivering a valued advisory offering to their clients.

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January 24, 2023

10 Common Cash Flow Forecast Hurdles

If there’s one thing that all small and medium-sized enterprises (SMEs) should prioritise, it’s their cash flow.

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November 29, 2022

How to enhance advisory services with scenario modelling and predictive forecasts

Every firm should be planning for best and worst-case scenarios for themselves and their clients in order to make more informed decisions.

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December 14, 2022

From pouring pints to forecasting heights: A small business owner's journey

Upon opening a brown letter from the HMRC one day, Hannah was confronted with an unexpected bill containing an eye-watering sum to be paid immediately.

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November 8, 2022

Powerful Reporting Made EASY - Drag & Drop

Build reports that are meaningful to you and make the most out of your financial data. Find out more by watching this recording.

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November 9, 2022

Getting the most out of your firm's digital ecosystem

This webinar will offer a practical roadmap for improving compliance and advisory services, giving you the headspace to develop client communications and engagement.

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October 18, 2022

Mitigating the impacts of inflation within your practice

There’s no doubt that you’re working your socks off to ensure the longevity of your firm, but you also need to eliminate major cash flow concerns.

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14 days free

Futrli Plans and Pricing

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Features included in all plans

  • Unlimited users
  • Business performance insights
  • Daily cash flow forecasting
  • Bespoke reporting & report template library
  • Budgets and scenario modelling
  • 3-way forecasting
  • Free webinars
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Access to all features, and:

  • Starts from 1 license. Additional clients for $40/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for $25/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for $14/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for $11/license.

Single

For 1-5 licenses

Perfect for sole traders.

Your quote

$40

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Starter

For 6-18 clients

Great for small businesses.

Your quote

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For 19-33 clients

Best for growing businesses.

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Practice

For 34 clients and above

Ideal for established businesses.

Your quote

$550

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Access to all features, and:

  • Starts from 1 license. Additional clients for £35/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for $25/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for $14/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for $11/license.
POPULAR FOR BUSINESSES

Single

For 1-5 licenses

Perfect for sole traders.

Select license number

Your quote

£37

per month / excl. VAT

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Starter

For 6-18 licenses

Great for small businesses.

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Your quote

£210

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Professional

For 19-33 licenses

Best for growing businesses.

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Your quote

£400

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Practice

For 34 licenses and above

Ideal for established businesses.

Select license number

Speak to our specialist

Your quote

£550

per month / excl. VAT

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Access to all features, and:

  • Starts from 1 license. Additional clients for £37/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for £21/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for £16/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for £11/license.

Single

For 1-5 licenses

Perfect for sole traders.

Select license number

Your quote

£37

per month / excl. VAT

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Starter

For 6-18 clients

Great for small businesses.

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Your quote

£210

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POPULAR FOR ACCOUNTANTS

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For 19-33 clients

Best for growing businesses.

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Your quote

£400

per month / excl. VAT

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Practice

For 34 clients and above

Ideal for established businesses.

Select client number

Speak to our specialist

Your quote

£550

per month / excl. VAT

Start My 14-Day Free Trial

Access to all features, and:

  • Starts from 1 license. Additional clients for £35/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for £21/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for £16/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for £11/license.
POPULAR FOR BUSINESSES

Single

For 1-5 licenses

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Professional

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$750 CAD

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Access to all features, and:

  • Starts from 1 license. Additional clients for $50/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for $30/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for $18/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for $15/license.

Single

For 1-5 licenses

Perfect for sole traders.

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$40 USD

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Starter

For 6-18 clients

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Best for growing businesses.

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Practice

For 34 clients and above

Ideal for established businesses.

Your quote

$750CAD

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Access to all features, and:

  • Starts from 1 license. Additional clients for £35/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for $30/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for $18/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for $15/license.
POPULAR FOR BUSINESSES

Single

For 1-5 licenses

Perfect for sole traders.

Your quote

€30

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Starter

For 6-18 licenses

Great for small businesses.

Your quote

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Professional

For 19-33 licenses

Best for growing businesses.

Your quote

€300

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Practice

For 34 licenses and above

Ideal for established businesses.

Your quote

€450

per month / excl. VAT

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Access to all features, and:

  • Starts from 1 license. Additional clients for €30/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for €18/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for €12/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for €9/license.

Single

For 1-5 licenses

Perfect for sole traders.

Your quote

$40

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Starter

For 6-18 clients

Great for small businesses.

Your quote

€180

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POPULAR FOR ACCOUNTANTS

Professional

For 19-33 clients

Best for growing businesses.

Your quote

€300

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Practice

For 34 clients and above

Ideal for established businesses.

Your quote

€450

per month / excl. VAT

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Access to all features, and:

  • Starts from 1 license. Additional clients for £35/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for €18/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for €12/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for €9/license.
POPULAR FOR BUSINESSES

Single

For 1-5 licenses

Perfect for sole traders.

Your quote

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Starter

For 6-18 licenses

Great for small businesses.

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Professional

For 19-33 licenses

Best for growing businesses.

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For 34 licenses and above

Ideal for established businesses.

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$700 AUD

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Access to all features, and:

  • Starts from 1 license. Additional clients for $55/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for $30/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for $18/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for $14/license.

Single

For 1-5 licenses

Perfect for sole traders.

Your quote

$40 USD

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Starter

For 6-18 clients

Great for small businesses.

Your quote

$300AUD

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POPULAR FOR ACCOUNTANTS

Professional

For 19-33 clients

Best for growing businesses.

Your quote

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Practice

For 34 clients and above

Ideal for established businesses.

Your quote

$700AUD

per month / excl. VAT

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Access to all features, and:

  • Starts from 1 license. Additional clients for £35/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for $30/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for $18/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for $14/license.
POPULAR FOR BUSINESSES

Single

For 1-5 licenses

Perfect for sole traders.

Your quote

$60 NZD

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Starter

For 6-18 licenses

Great for small businesses.

Your quote

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Professional

For 19-33 licenses

Best for growing businesses.

Your quote

$500 NZD

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Practice

For 34 licenses and above

Ideal for established businesses.

Your quote

$750 NZD

per month / excl. VAT

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Access to all features, and:

  • Starts from 1 license. Additional clients for $60/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for $35/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for $20/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for $15/license.

Single

For 1-5 licenses

Perfect for sole traders.

Your quote

$40 USD

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Starter

For 6-18 clients

Great for small businesses.

Your quote

$350NZD

per month / excl. VAT

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POPULAR FOR ACCOUNTANTS

Professional

For 19-33 clients

Best for growing businesses.

Your quote

$500NZD

per month / excl. VAT

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Practice

For 34 clients and above

Ideal for established businesses.

Your quote

$750NZD

per month / excl. VAT

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Access to all features, and:

  • Starts from 1 license. Additional clients for £35/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for $35/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for $20/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for $15/license.
POPULAR FOR BUSINESSES

Single

For 1-5 licenses

Perfect for sole traders.

Your quote

R320

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Starter

For 6-18 licenses

Great for small businesses.

Your quote

R1800

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Professional

For 19-33 licenses

Best for growing businesses.

Your quote

R3400

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Practice

For 34 licenses and above

Ideal for established businesses.

Your quote

R4500

per month / excl. VAT

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Access to all features, and:

  • Starts from 1 license. Additional clients for R320/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for R180/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for R136/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for R90/license.

Single

For 1-5 licenses

Perfect for sole traders.

Your quote

R320

per month / excl. VAT

Start My 14-Day Free Trial

Starter

For 6-18 clients

Great for small businesses.

Your quote

R1800

per month / excl. VAT

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POPULAR FOR ACCOUNTANTS

Professional

For 19-33 clients

Best for growing businesses.

Your quote

R3400

per month / excl. VAT

Start My 14-Day Free Trial

Practice

For 34 clients and above

Ideal for established businesses.

Your quote

R4500

per month / excl. VAT

Start My 14-Day Free Trial

Access to all features, and:

  • Starts from 1 license. Additional clients for £35/license.

Access to all features, and:

  • Includes 10 licenses. Additional clients for R180/license.
  • Bespoke training

Everything in Starter, and:

  • Includes 25 licenses. Additional clients for R136/license.

Everything in Professional, and:

  • Includes 50 licenses. Additional clients for R90/license.

"When you sign up for Futrli it automatically pulls through the data. It's like a plug-and-play system. Instantly you have your cash flow there created for you already."

Laura Day-Henderson

Founder, More Than Bookkeeping

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Name

Role

"When you sign up for Futrli it automatically pulls through the data. It's like a plug-and-play system. Instantly you have your cash flow there created for you already."

Laura Day-Henderson

Founder, More Than Bookkeeping

"Futrli has dramatically reduced our response rates. If things go right or wrong, we’re on it"

Martin Greenhow

Business Owner, Mojo Bars

"If you're looking for a reporting package that does more than the standard, Futrli is what you'd use."

Steven Millerchip

Partner, Brearley & Co Accountants Ltd

“In the next year, every single one of my clients will have Futrli. It’s a no-brainer.”

Paul Clarke

Co-Founder, Ookkee Bookeeping and Accounting

“The time saved by using Futrli helps me focus on what needs my attention now”

Dominique Lentz

Business Owner, La Buvette

“We've been using Futrli to forecast and manage the company's future since 2014.”

Anthony Baker

Business Owner, Combi Café

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