Futrli by Sage

New releases provide templates and easy report scheduling

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The jobs you do every day need to be fast and scalable. With Advisory it’s no different. Futrli’s hold monthly user group meetings to offer access to your community, Futrli senior management and, critically, to gather user feedback.  Their two new releases have been built with that in mind. Timesaving, efficient, ROI-generating and powerfully scalable …

Reporting templates: accelerate advisory delivery and increase ROI

Practitioners need solutions that help to deliver advisory services faster. With Futrli's new Reporting Templates, you gain access to pre-made reports that are ready to use. These templates allow you to generate client insights effortlessly by applying your own datasets. The benefits are numerous:

  • faster delivery of advisory with 60+ single and multi-page templates
  • one-touch creation or drag-and-drop into existing reports
  • comparison of up to four datasets: actual performance to budgets, scenarios and the Daily Tracker forecast
  • greater advisory penetration within your firm, unlocking new revenue streams
  • increased ROI from clients who are not currently receiving advisory services.

Report scheduling: effortless communication and enhanced client experience

How do you use the data the reporting generates?  Communicating client insights is a vital part of advisory.  It just got easier with Futrli's Report Scheduling feature; it streamlines the process and ensures timely delivery of valuable information to clients. You can expect:

  • a smart and fast way to communicate client insights with minimal effort on your part
  • an accountant’s review step provided before sending
  • a simple, yet effective document management area for monitoring all exported, scheduled ready to review and sent PDF reports
  • to save valuable time while maintaining a high standard of client service. Streamline your advisory workflow, deliver insights faster and strengthen client relationships.

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