Futrli Reviews in April 2025: User Ratings, Pros & Cons

This would have to be one of the best…

This would have to be one of the best pieces of software that I've had the pleasure to use. It's groundbreaking technology, customisable and user friendly, it compliments all the other machine learning & AI software that we use in the office. At first it seemed a bit daunting however my training managers have been patient and guided me through the whole training process. I've just started client demos and they have commented on my enthusiasm for the product; but they can also see how ...

TERRIBLE CUSTOMER SERVICE

I think this service is cool and I’d really like to add it to my practice. I’ve tried working with these people several times and it’s always a huge ordeal. They’re not focused on serving their customers. The first time I looked at it their sales guy couldn’t show me how it would work. It seemed like he didn’t know how to use the platform. There’s complaints all over social media about the same thing from other accountants. They just tell you to buy the program and go through their ...

3 way forecasting is great!

We are an Auckland NZ based accounting and business advisory business. We do a reasonable amount of due diligence work and had been looking around for a really good tool for 3 way financial forecasting. We found this in Futrli. Excellent on line assistance helped us get to grips with this and we can now talk to our clients using lovely graphs and numbers. The graphs give the picture really well for those clients that don't really get the numbers easily. Really like the product and the team ...

Learning to map the future

I have been signed up to Futrli for three months and I have learned all the tricks and tips from Sam who has been a great help.I have one client that is providing all of my learning experience to date and it has worked out very well. I am looking forward to adding more clients and maximising the potential of the Futrli software.Tom

I have been working with Futrli for the…

I have been working with Futrli for the past 12 months and have transformed my business. We take pride in the fact that we have ditched the traditional role of a bookkeeper and become a business advisor to our clients. I have monthly catchups with my partner manager, which I really enjoy. Sophie has helped me scope out my advisory service and held me accountable to my own business goals.

A great experience…

I have recently had a great experience with Futurli.I run a Virtual CFO company, and we provide Value-adding services as well as book-keeping for our clients. One of the things the team had trouble with was the continual update of dashboards and forecasts in excel, plus the manual nature of consolidating outside the financial system.Our value proposition is above transactional book-keeping and data entry, so we really required this to be as automated as possible, while also being clearly ...

Found everyone at Futrli very helpful…

Found everyone at Futrli very helpful from getting signed up with Jon Oakley and then the to implementation stage with Sam Skae.The software is great and is very logical making it effortless to navigate around and create your own reports. Really looking forward to the feedback we get from our clients, I'm sure they'll love it

Reporting which impresses our clients and helps us stand out

I did a lot of research into which of the many software providers would most help us help our clients understand their finances and finally settled on Futrli due to it's ability to look back on performance as well as forwards to forecasts.Previously we produced our monthly reports using spreadsheets, they were visual, but nothing like what Futrli has allowed us to do. As well as having great feedback from our clients, we're also getting great feedback from our clients' business advisers who ...

NOT Crunchboards

We also had a poor experience with Crunchboards and were very reluctant to get involved again. Everything was overly complicated and hard work. Martin Bissett recommended we have another look at Accountex and I decided to give it a go.Its been a completely different experience this time with Andrew McFarlane. The web learning is excellent and in bite size chunks which make it easier to navigate. Andrew was on hand to sort out all of the problems I encountered on the way to advisory ...

2nd time lucky

We initially started using back in 2017, however found there was no support and after 6 months of hearing from nobody to see how we were getting on, so was very wary of testing them out again, however a quick chat at Xerocon seemed to make all the difference. Under the excellent guidance of Andrew McFarlane we now have a regular contact who takes us each step of the platform and, using our own client data, helps to build the reports, alerts and forecasts which are will be genuinely useful ...