Introduce advisory services as a core part of your business model. Futrli by Sage provides the tools and insights needed beyond basic bookkeeping to offer bespoke, data-driven advisory services to enhance performance for your clients.
Enhanced Client Retention: Transform your client relationships from transactional to strategic partnerships. With Futrli, you can deliver continuous value through proactive advice and tailored financial strategies, better engaging your client base.
Streamlined advisory processes: Leverage Futrli's integrated forecasting and reporting tools to generate actionanle insights and recommendations. Reduce time spent on manual data analysis.
Reporting and Dashboards: Fast and professional reports.
Budgets and Scenarios: Next-level variance analysis. See graphs and charts that track budgets and scenarios in one place.
3-way forecasting: Understand how your profit affects cash flow and future business value.
Review plans and pricing, or sign up for a free trial of Futrli by Sage today.
Sarah Smith, Digital Services Manager
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