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.

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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?

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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.

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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.

Meet the Speakers

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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

Gerty Bester is an accountant by trade but a technologist by nature, seamlessly blending her expertise in accounting with a passion for innovation. With a career spanning continents, she has delivered award-winning products and championed sustainable solutions.

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At Sage, Gerty played a pivotal role in the launch of Sage for Accountants and contributed significantly to building Sage’s MTD ITSA solution, helping businesses adapt to evolving regulatory demands. Now, she focuses on carbon accounting and ESG solutions at Sage Earth, guiding businesses on their journey to net zero. Known for her collaborative approach, Gerty combines strategic thinking with a commitment to mentoring others and fostering creative problem-solving. In her spare time, she enjoys inventing, reading, and the occasional bit of wordplay.

Gerty Bester

Enterprise Relationship Manager

Sage

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