FrankBanks
March 29, 2022
"Great setup"
This is a really clever product. The predictive software analyzes your data and thoughts, then organizes it all into a neat dashboard. You can use this to visualize your company's future plans. It's way more cost-effective than shelling out £600 an hour for a financial consultant.
Janice.Nguyen
March 28, 2022
"Affordable Forecasting Made Simple"
Got everything up and running in about 4-6 weeks!
If you're on the hunt for dependable forecasting tools, Furtrli Predict is a solid choice to kick things off. This tool can deliver trustworthy data for the three essential documents - Cash flow, Balance sheet, and P/L, helping you figure out your direction and needs.
Of course, like any tool, the output is only as good as the input, so starting with live data is key. Your role is to understand your business well enough to create your scenarios. You bring your expertise and goals, and they provide the structure, so in about 4-6 weeks, you can have a functional forecast ready to show. I began using this product 10 weeks back and presented my first forecast to the board just 2 weeks ago.
Every tool has a learning curve, and there’s a promise of more features coming. I’m eager for the updates:
1) I’m keen to build confidence with Predict working alongside QBO (I’ve been navigating this since the start, so I can’t wait to see how this piece helps me) - just 2 weeks away!!
2) A personnel workbook for the US (they’ve got one for NZ and England - I’ve requested it, and it’s on the list; I suggested they focus on a federal version first, letting users add features like healthcare and 401K - no timeline yet, but the request is in!!
3) Tracking by annual budget - set to launch with the April rollout previewed today, featuring plenty of drill-down and KPI options too!
4) Scenarios, QB Classes usage, and additional reporting options - expected in Q4?!?
The backstory on finding Futrli: I had all my details lined up for what I wanted to track in my forecast, having tried to create my Cash flow, P/L, and Balance sheet in Excel while keeping everything intact. I tested a few options and chose Predict because it promised these three forms to work together as an extension of my QB.
With Predict and the learning curve, I managed to get the basics down in 4-6 weeks, allowing me to focus on keeping the new predictions accurate and reviewing the current ones. I was a bit let down when PREDICT didn’t function as advertised for QB, but I was assured it’s on the way, and at $35/month, I was ready to invest in this product to have a forecast ready by March.
Now that I’ve got some experience with my workarounds, I’m excited to see how this evolves over the next year, hoping that the behind-the-scenes development pays off in helping me understand how to drive the business I’m involved in.
Can’t wait for Predict to be part of my toolkit and grow with our company!
CoryHowell
February 08, 2022
"FUTRLI is my go-to for management accounts"
I've tested a bunch of management accounting tools, but I really like FUTRLI. It's user-friendly, and even though I'm not super tech-savvy, I've managed to whip up some solid reports to show to the management team. The charts are straightforward to use, and the budgeting and forecasting features have been a lifesaver. Plus, their customer service is top-notch, always quick to respond and helpful with my queries.
Michelle Boswell
April 15, 2021
"Great Product, Lousy Customer Service"
Futrli is a solid tool, but the data pulled from Xero isn't accurate, leading to misleading forecasts. The customer support is really slow; I haven't heard back from them in over three weeks (I emailed on 19.03.21). As of 15.04.21, I'm still waiting for a response.
crazyladybug233
December 04, 2020
"Futrli is Amazing"
Futrli has won me over! I spent around half a year checking out various forecasting and reporting tools before stumbling upon this gem, and it turned out to be just what I needed. The reporting features are extensive, yet it's super easy to navigate. Plus, the training and advisory support are top-notch for getting the hang of it and pitching it to clients. I'm really having a blast using it.
NoahJohnston
October 02, 2020
"Completely disappointed and wouldn't suggest"
Super glitchy. The features don’t always function, so you can’t rely on the results. Customer support is pretty standard and doesn’t really solve the issues; they just give you workarounds. Lacks some essential functions you’d expect in reports. The site freezes up a lot. Customization options are really limited to basic templates.
BernardMills
October 22, 2019
"Truly brings the perks of cloud accounting"
Apps such as Futrli genuinely provide the advantages of cloud accounting tools. Futrli helps me crank out monthly account packs for my clients way faster. I enjoy using graphs to showcase trends in KPIs and metrics, something many other similar applications have a hard time with. The forecasting feature is handy too, and they keep pushing the envelope with the Flow platform for their clients.
lazygorilla741
August 01, 2019
"Top-Notch Service That Brings Benefits"
For more than half a year, we've been using Futrli. It's turned out to be an excellent resource, not just for helping clients grasp their financial status, but also for making predictions.
The assistance we've received has been outstanding when it comes to solving issues and maintaining professionalism.
We're excited about our ongoing collaboration.
purplegorilla693
July 10, 2019
"Futrli Rocks!"
Futrli rocks! I mainly use it in my small practice for its forecasting tools, which I trust a lot after trying out several other big names and feeling let down. I'm starting to explore the reporting and dashboard features, and I'm just as impressed. Even though I'm still a newbie, I'm really happy with it so far and plan to introduce it to more of my clients in the next few months. Thanks, Futrli, for helping me keep my grey hairs away. :-)
GeorgiaSoto
July 08, 2019
"Futrli is Awesome!"
We’ve started using Futrli in our practice, and honestly, it feels like we’re bringing more value to our clients. Plus, it’s creating chances for us to offer consulting services that help enhance the quality of info some clients rely on to run their businesses.
Our success manager, Sophie, is fantastic to work with and has guided us smoothly through the whole process.
"Mapping Out the Future"
I've been using Futrli for about three months now, and I've picked up a ton of tricks and tips from Sam, who’s been super helpful.
One client has been my main source of learning so far, and it’s been going really well.
I’m excited to bring on more clients and really tap into what the Futrli software can do.
Cheers, Tom
organictiger729
May 15, 2019
"My Experience with Futrli Over the Last Year"
For the last year, I've been using Futrli and it’s really changed the game for my business. We’re super proud to have moved away from the usual bookkeeper role and stepped up as business advisors for our clients. I look forward to my monthly meetings with my partner manager; they’re always a highlight. Sophie has been instrumental in helping me define my advisory services and keeping me on track with my business objectives.
KittyWheeler
February 15, 2019
"After checking out Futrli at Xerocon, we realized..."
After checking out Futrli at Xerocon, we realized that our firm needed a way to boost our efficiency in report preparation. Since we were already utilizing 'real-time' data via Xero, Futrli turned out to be just what we were looking for.
Right from the beginning, the team has been awesome. James was our initial contact, and then Andrew stepped in to show us all the time-saving features for reporting.
We're just getting the ball rolling and are super excited to start sending these reports to our clients!
pykitty
February 14, 2019
"Reporting Features That Are a Game Changer"
I've had a great time using Futrli over the past few months. The reports are top-notch, and the way it works with Xero is just perfect for our needs. After getting everything set up, the monthly reports are mostly automated, but they still blow me away.
The support crew really knows their stuff and is super quick to help us out with any questions.
We're definitely sticking with Futrli for the long haul.
Sebastian.Price
January 25, 2019
"Futrli: A Fantastic Tool for Client Work"
Futrli is a fantastic tool that I love using with our clients. It's packed with useful features and integrates seamlessly with Xero.
Andrew Slater was a huge help over the past few days, guiding me in creating some complex reports that combined both financial and non-financial data. I’m really impressed with how it all turned out!
Thanks a ton!
Laura