Futrli

What is futrli

Futrli is a financial forecasting and reporting platform used by accountants, bookkeepers, and small-to-medium businesses to produce forward-looking cash forecasts, scenario models, and automated management reporting. The product centralizes accounting data, historical performance, and user assumptions to generate rolling forecasts that update as new data arrives from connected accounting systems.

Futrli's core audience includes practice teams that deliver advisory services to multiple clients, finance teams within smaller companies that need more granular forecasting than standard accounting software provides, and business owners wanting simple visualizations of cash runway, profit projections and KPI trends. The platform is designed to sit alongside accounting software (rather than replace it) and to make predictive financial information accessible to non-accountants.

Deployment is cloud-based with browser and mobile access, and the interface emphasizes visual forecasts, scenario comparisons and scheduled reporting. Data flows typically come from integrations with platforms such as Xero, QuickBooks Online, and CSV/Excel uploads, after which Futrli creates dashboards, reports and alerts tailored to the user's setup.

Futrli features

Futrli features group around three practical capabilities: forecasting, reporting and client management for practices. The feature set focuses on recurring forecasting workflows, automated board-ready reports, and integration-driven data consolidation.

Common features include:

• Rolling cash flow forecasts that can be generated at different cadences and granularities with driver-based forecasting and historical smoothing
• Scenario and sensitivity modelling to test the impact of revenue changes, expense adjustments or one-off events
• Automated management reports and packs that can be scheduled and exported for board meetings or client updates
• KPI dashboards with customizable metrics and visualizations to track performance against targets
• Multi-entity management and the ability to aggregate or compare multiple companies for group reporting
• Alerts and notifications for key thresholds such as negative cash balance, covenant breaches or KPI deviations

Futrli also provides practice-focused capabilities: client grouping, branded report templates, team roles and permissions, and bulk operations for running reports or forecasts across a portfolio of clients. Integration and data import tools streamline setup: native connectors to accounting systems, bank feeds through accounting platforms, and Excel/CSV import options for non-integrated sources.

What does futrli do?

Futrli produces forward-looking financial models and management reports from accounting system data. It ingests historical transactions and balances, applies forecasting logic and driver assumptions, and outputs cash flow, P&L and balance sheet forecasts for defined periods. Users can view projected cash on any future date and simulate how changes will affect that projection.

The platform automates recurring reporting and allows users to create report templates, schedule sends, and export outputs in PDF or spreadsheet formats. This reduces manual effort for month-end packs or advisory reporting and ensures consistent presentation across multiple clients or business units.

Futrli also supports scenario planning: create multiple forecast versions (for example, baseline, best case, worst case) to compare outcomes side-by-side. This makes it practical to model hiring decisions, pricing changes, or capital injections within the same workspace and to present the results to stakeholders.

Finally, Futrli provides collaboration tools and permissions so advisory teams can manage client workspaces, review forecasts, and annotate reports before delivery. Alerts and KPI thresholds keep teams and clients aware of material changes in the financial outlook.

Futrli pricing

Futrli offers these pricing plans:

• Free Plan: $0/month with limited features, single-company reporting, and access to basic forecasting templates
• Starter: $29/month billed monthly or $24/month when billed annually ($288/year) for a single entity and essential forecasting and reporting features
• Professional: $79/month billed monthly or $63/month when billed annually ($756/year) with multi-entity support, advanced automation and scheduled reporting
• Enterprise: $299/month (or custom annual pricing) with advanced security, single sign-on, dedicated onboarding and account management

Pricing varies by number of entities, number of users and the modules included (for example, deeper scenario modelling, additional connectors or white-label reporting). Check Futrli's current pricing tiers for the latest rates and enterprise options.

How much is futrli per month

Futrli starts at $29/month for the Starter plan when billed monthly. That entry-level plan targets single entities and provides basic rolling forecast and reporting capabilities suitable for one business or solo practitioners.

Mid-tier plans such as the Professional level commonly start around $79/month and are priced to support multiple entities, scheduled reporting across a portfolio, and additional automation tools. The Enterprise tier is priced higher at $299/month and often requires a custom quotation that reflects scale and specific integration or security requirements.

Most customers can expect to move from the Starter tier to Professional as they add clients, entities or require more advanced report automation.

How much is futrli per year

Futrli costs $288/year for the Starter plan when billed annually (equivalent to $24/month). Annual billing typically provides a price reduction compared with monthly billing and is aimed at customers committed to ongoing forecasting and reporting workflows.

The Professional plan billed annually is commonly presented around $756/year (equivalent to $63/month), with the Enterprise option quoted on contract and usually billed annually based on the number of entities and support needs.

If you manage many clients or need white-labeling and a dedicated onboarding process, the enterprise annual package can include volume discounts and tailored SLA terms.

How much is futrli in general

Futrli pricing ranges from $0 (free) to $299+/month per organization. Small businesses and sole practitioners can start with free or Starter-level access, while growing practices and mid-market businesses typically budget for the Professional tier or request Enterprise pricing for multi-client or multi-entity deployments.

Total cost of ownership should account for connector limits (how many accounting systems you connect), user seats, and the labour time saved by automating repetitive report generation. Many advisory firms price Futrli into packaged client services rather than passing the entire cost to each end client.

Check Futrli's pricing page to map the plan features against expected client counts and forecast cadences.

What is futrli used for

Futrli is used primarily for cash flow forecasting, scenario planning and producing board- or client-ready management reports. It helps businesses understand short- and medium-term cash runway, assess the financial impact of strategic choices, and prepare consistent communication for stakeholders.

Advisory firms use Futrli to run regular forecasting cycles across client portfolios, generate scheduled financial packs and provide forward-looking advice grounded in live accounting data. The platform's multi-entity views and bulk reporting tools reduce repetitive work when producing similar outputs for many clients.

Finance teams at SMEs use Futrli to model hiring plans, assess seasonal cash impacts, and to translate accounting data into operational insight. Because forecasts can be driven by user-defined assumptions (for example, growth percentages or timing of receivable collections), non-technical managers can explore outcomes without editing raw journal entries.

Investors and lenders sometimes request the outputs of Futrli forecasts as part of due diligence or covenant monitoring; the platform's exports and scenario comparisons make it straightforward to present a defensible projection for future cash flows and covenant headroom.

Pros and cons of futrli

Futrli's strengths include specialized forecasting tools, practice-focused management features, and a clean workflow for scheduled reporting. The platform reduces repetitive report preparation and gives advisory teams a consistent model for forecasting across clients.

Another advantage is the depth of scenario modelling and driver-based forecasts, which let users create plausible alternatives and compare outcomes. Native connectors to major accounting packages reduce manual data entry, and multi-entity aggregation is useful for groups.

Limitations include the learning curve for non-finance users when setting up driver assumptions and the need to structure chart of accounts in a way that maps cleanly into Futrli's templates. Some users may find that certain bespoke calculations require exported Excel work before incorporation into the forecast.

On pricing, entry-level plans may feel constrained for advisory firms with many clients, and enterprise features such as SSO or dedicated account management are only available at the highest tiers. It is important to model ongoing costs per client when evaluating the platform for practice-level deployment.

Futrli free trial

Futrli typically offers a trial period so new users can explore forecasting and reporting capabilities before committing to a paid plan. The trial usually includes access to core forecasting features and the ability to connect one accounting file or upload test data.

The trial enables users to create rolling cash forecasts, build a management report and try scheduling behavior for automated sends. It is a practical way to verify data mapping from systems like Xero or QuickBooks Online and to assess how much manual cleanup is needed after import.

Onboarding resources during the trial often include guided tutorials, template libraries and access to support documentation. For practices evaluating Futrli at scale, it is recommended to trial with one or two real client files to see how the platform performs with live data and multiple reporting relationships.

Is futrli free

No, Futrli is not entirely free for ongoing use, but there is a Free Plan and trial options. The Free Plan provides limited access to basic features and is useful for evaluation or for a single-entity user with modest forecasting needs. For regular advisory workflows and multi-client reporting, a paid Starter or Professional plan is usually required.

Futrli API

Futrli provides API capabilities and partner integrations designed for data exchange, automation and embedding forecast outputs into external workflows. The API supports programmatic retrieval of forecast data, report exports, and automation of common tasks such as triggering forecast runs or fetching KPI snapshots.

For accounting platforms that are not supported by a native connector, the API enables automated imports and exports via middleware or custom scripts. This is useful for practices with bespoke systems, vertical integrations or for building white-label client portals that surface Futrli reports.

Futrli also supports integration through general automation platforms such as Zapier (where available), and many users connect Futrli outputs into BI tools or CRM systems to align financial forecasts with sales pipelines. For details about endpoints, authentication and rate limits, consult Futrli's developer documentation and integration guide on their website: view Futrli's API and developer resources (https://www.futrli.com/integrations).

10 Futrli alternatives

• Float — Dedicated cashflow forecasting with day-level clarity and simple scenario tools
• Fathom — Reporting and performance analysis focused on visuals and KPI tracking
• Spotlight Reporting — Multi-entity reporting, forecasting and consolidation for advisors
• Calxa — Budgeting, forecasting and cash flow tools with custom reporting
• Jirav — Financial planning and analysis platform with driver-based forecasting and dashboards
• LivePlan — Business planning software with financial forecasting and reporting
• Planguru — Detailed budgeting and forecasting with scenario modelling
• Gusto — Payroll-first platform that can be paired with forecasting tools for workforce cost planning
• ERPNext — Open source ERP with financial modules for reporting and planning
• Odoo — Open source business management suite with accounting and reporting modules

Paid alternatives to futrli

• Float: A specialist cashflow tool priced per company, known for simple day-by-day cash visualizations and easy scenario comparison.
• Fathom: Focused on profitability analysis and board-level reporting, often sold as an add-on to accounting platforms for advisory firms.
• Spotlight Reporting: Offers detailed multi-entity reporting and consolidated financial packs with strong scheduling and templating features.
• Calxa: Budgeting and forecasting that integrates with accounting systems and provides deep budget control for small businesses.
• Jirav: A more full-featured FP&A product intended for companies that want driver-backed forecasts and integrated dashboards across finance and HR.
• LivePlan: Geared toward business planning and investor-ready forecasts with straightforward templates and step-by-step plan building.

Open source alternatives to futrli

• ERPNext: Open source ERP with accounting, reporting and budgeting modules that can be extended to provide forecasts and consolidated reports.
• Odoo (Community edition): A modular open source suite where accounting and reporting modules can be combined with other apps to approximate forecasting workflows.
• Metabase: An open source BI tool that can visualize accounting data and support basic forecasting through SQL-based modeling.

Frequently asked questions about Futrli

What is Futrli used for?

Futrli is used for cash flow forecasting and management reporting. Businesses and advisors use it to generate rolling forecasts, test scenarios, and produce scheduled management packs that consolidate accounting data into board-ready documents.

Does Futrli integrate with Xero?

Yes, Futrli offers a native connector to Xero. The integration pulls chart of accounts, historical transactions and balances to seed forecasts and power automated reports.

How much does Futrli cost per user?

Futrli starts at $29/month for the Starter plan (billed monthly) for single-entity use. Professional and Enterprise tiers are priced higher and often based on the number of entities and feature requirements rather than per-seat fees.

Is there a free version of Futrli?

Yes, Futrli offers a Free Plan that provides limited feature access suitable for evaluation or very small users, but most advisory workflows will require a paid Starter or Professional plan.

Can Futrli do scenario planning?

Yes, Futrli includes scenario and sensitivity modelling. Users can create multiple forecast versions and compare outcomes such as cash runway, P&L impact, and KPI shifts between scenarios.

Can I export Futrli reports to PDF or Excel?

Yes, Futrli supports PDF and spreadsheet exports. Reports and forecast tables can be exported for distribution, offline review or further manipulation in Excel.

Does Futrli work with QuickBooks Online?

Yes, Futrli integrates with QuickBooks Online. The connector synchronizes financial data so forecasts and reports are built from live accounting records.

How secure is data in Futrli?

Futrli uses standard cloud security measures including encrypted data transit and role-based access controls; enterprise plans commonly include enhanced security features such as single sign-on and bespoke contractual protections.

Can Futrli be used by accounting practices for multiple clients?

Yes, Futrli supports multi-entity practice workflows. The platform includes tools for managing multiple client workspaces, scheduling bulk reports and applying templates across a portfolio.

Is there an API for Futrli?

Yes, Futrli provides API access and integration endpoints. The API enables programmatic access to forecast outputs, report exports and automation hooks for bespoke workflows or partner integrations.

futrli careers

Futrli hires across product, engineering, customer success and sales roles that support product development and customer onboarding. Roles commonly require experience with SaaS product delivery, accounting or finance domain knowledge for client-facing positions, and proficiency with modern web technologies for engineering roles.

Career listings and application details are typically available on Futrli's website or via major job platforms; check Futrli's careers page for open positions and candidate requirements.

futrli affiliate

Futrli runs partner and affiliate arrangements for accounting practices, software partners and referral channels. Partners often receive discounts, co-branded collateral and partner support to onboard clients quickly.

If you are an advisor or software reseller interested in a referral program, review Futrli's partner documentation and partner sign-up process on their site to understand commissions, referral tracking and eligibility criteria.

Where to find futrli reviews

You can find independent user reviews on accounting and software review platforms such as G2, Capterra and Trustpilot, which collect ratings and user comments that highlight common experiences with setup, integrations and customer support. Search for Futrli reviews on these platforms and compare recent feedback to assess reliability and fit for your use case.

Also consult case studies and customer stories on Futrli's website to see how practices and businesses deploy forecasts and reporting in real-world scenarios.