Use Futrli's templates to customize your management reporting
Futrli is a platform to facilitate having a conversation with your clients, effortlessly. We have hundreds of templates that are ready to go, straight out of the box for all your management reporting needs. You can customize a template as and when you need to.
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Create instant management reports for the unexpected client meeting
Imagine your client is due to pop in in 30 minutes. What’s happening in their company? When was the last time you caught up on their business plan or objectives for the next quarter? Are their accounts up-to-date?
With Futrli that information is ready to go, all the time. We sync with accounting software such as Xero, QuickBooks Online, and MYOB, daily or in real-time. We’ll pull new data in and update your dashboard with the latest accounting figures. This relevant information will be priceless for clients who need to make informed decision making.
Help your business to improve your client experience
What about your other clients? How often are you engaging with them and their company? Talking to them about their business and what’s coming up? Clients don’t just want a history lesson.
Futrli was designed by business owners, for businesses and their advisors. We’ve come at it from a client-centric perspective. It turned out that our frustrations were the same as our accountant’s. Looking backward isn’t inspiring. Making fact-based decisions from the past, present, and with a vision of the future, really adds value to the business.
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Give your clients what they want and need with management reports
Every company has a different need and our platform can help if they are online or offline. You can share dashboards in a read-only state so the client can only view the data or you can print a PDF for their next meeting with you. The choice is yours, we have lots of flexible permission rights so you can make sure your customers are completely satisfied.
We have hundreds of templates for management reporting which you can use across all your clients and you can even customize a template by industry. We’ve designed it as a launchpad so you can get started easily and drill down and change a template in the future if/when it’s required.
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