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🚀 See Futrli in Action! Join us for a live demo where we’ll walk through how easy forecasting, reporting, and multi-currency can be
Register Now!
Free Demo:
26th November, 10:00 AM - 10:30 AM (UK)

Futrli in Action: Forecasting, Reporting & Multi-Currency Made Easy

As an accountant, you already provide a solid foundation of security for your clients’ financial world.

But what if you could take that one step further? What if you could give your clients the confidence, they need to make smarter, future-focused decisions?

By expanding your skills and offering even more value (especially for your small business clients)—you’ll stand out from the crowd and be seen as truly indispensable.

Join Chris Jovic on 26 November at 10:00am (BST) for a Futrli masterclass, where he’ll break down forecasting and reporting in a way that’s easy to understand and immediately actionable. Plus, we’ll introduce our eagerly anticipated new feature; multi-currency consolidations.

Register Today

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In this session, you’ll learn how to:

Use cash flow forecasts to give clients crystal-clear insights into their financial health

Create tailored reports with over 60 templates and automated options

How to integrate non-financial data to track the metrics that really matter to your clients

Implement our multi-currency consolidations feature to simplify financial management

Empower your clients toward financial success while expanding your own service offerings

The Speakers

Zoe is passionate about helping women in business set ambitious financial targets so they can achieve their life goals. Zoe helps her clients set goals they are excited by, giving them renewed confidence and focus in life and business. As a qualified accountant, author, and mother, Zoe understands the balancing act of business and parenthood that you face every day.

Zoe’s the author of "Know Your Numbers" and the bestselling "The Bookkeeper Rises." She regularly writes for industry press, speaks at accounting events and you can listen to Zoe every week on The Bookkeepers’ Podcast.

Zoe Whitman
Co-Founder
,
The 6 Figure Bookkeeper

Chris is a seasoned professional with extensive experience in managerial and leadership positions within the hospitality, retail, and sales sectors, both in small and large organisations. Throughout his career, he has successfully tackled various challenges in these industries.

 

Currently serving as the Sales Team Lead at Futrli, Chris is passionate about helping businesses and accountants thrive.

Chris Jovic
Sales Team Lead (UK)
,
Futrli by Sage

What our customers are saying

“It's a kick-ass cash flow forecasting software because it works beautifully.”

Willem Harrhoff
Director, DoughGetters

“The Futrli team have been fantastic. The platform has been beneficial to both my practice and my clients.”

Sharon Hirsch
Director, Argus Accounting