Forecasting and reporting engine
3.6/5 (7 Bewertungen)FUTRLI (formerly CrunchBoards) allows users to create forecasts and reports from their financial and non-financial data, either from scratch or using the included templates. Reports can include both financial and non-financial KPIs, and cumulative or transactional data across adjustable date periods, with unlimited formulas. FUTRLI can produce 3-way forecasts for up to 10 years, and multiple “what if” scenarios can be generated for different circumstances.
Through integrations with Xero and QuickBooks Online, data is automatically updated, reducing the need for users to manually enter data, and enabling forecasting directly from the previous year’s actuals. Budgets can also be manually imported from CSV files.
Vorteile
As they say cashflow is king. Futril allows you to track cashflow and a bunch of other things very easily (after set up) use graphs and tables to show all the key financial information you need from your business.
Set up custom Kpi's and track them in a glance.
Then you can create forecasts which allow you to map out different scenarios. We find this very useful for testing if we can afford new staff or new office space. It allow us to see where we need more cash and how different approaches effect this.
Nachteile
The non financial data you can combine with your reports all has to be imported manually which is a total pain.
IT is a bit frustrating to set up, but once you get your head around how it all works it is very powerful.
Vorteile
Presents well, is flexible with good functionality such as forecasting and alerts. The template summary reports are great.
Nachteile
Dashboard views have wasted space at the top, so I feel there's a missed opportunity to get a full dashboard of data on the screen.
The system feels more like a report generator than a live dashboard tool.
Vorteile
Great with xero
Nachteile
Very upset and disappointed with the myob integration!! I have been told it is not a futrli issue and it is myob api that is not up to scratch. I only went for futrli because I was told that myob would integrate, the fact that it never will has really affected my reputation with clients who came on board with me because of their expectations. Now I have to explain to them that futrli cannot produce daily live reports for myob cloud files.
Vorteile
As it is a future product no need to hire it now. Company has no understanding about what they are doing just marketing is not enough
Nachteile
They are not concerned about present. There is no point to exist in future as the present is what helps business
7-day free trial available, with no credit card required.
Business pricing: $49.99 per organisation, per month.
Advisor pricing:
Bronze - $299 per month - 20 organisations.
Silver - $525 per month - 75 organisations, plus quarterly success reviews.
Gold - $750 per month - 200 organisations, plus monthly success reviews.
Platinum plans, for 201+ organisations, are available on request.
All accounts have unlimited users, reports, forecasts and auto-alerts
Reports can be created from scratch or use one of the provided templates, which can be customized by industry
Users are notified of changes to figures through customizable email and in-app alerts
Dashboards and reports can be shared for colleagues to edit, or in a read-only format for sending to clients
Create quick copies of forecasts to act as different “what if” scenarios
Weiter unter folgen häufig gestellte Fragen über Futrli.
Futrli bietet folgende Kostenpläne an:
Beginnt ab: 50,00 $/Monat
Preismodell: Abonnement
Kostenlose Testversion: Verfügbar
7-day free trial available, with no credit card required.
Business pricing: $49.99 per organisation, per month.
Advisor pricing:
Bronze - $299 per month - 20 organisations.
Silver - $525 per month - 75 organisations, plus quarterly success reviews.
Gold - $750 per month - 200 organisations, plus monthly success reviews.
Platinum plans, for 201+ organisations, are available on request.
Futrli bietet die folgenden Funktionen:
Futrli hat die folgenden typischen Kunden:
Freie Mitarbeiter, Großunternehmen, Mittlere Unternehmen, Kleine Unternehmen
Futrli unterstützt die folgenden Sprachen:
Englisch
Futrli hat folgende Preismodelle:
Abonnement
Wir haben keine Informationen darüber, welche Geräte Futrli unterstützt
Futrli kann in folgende Anwendungen integriert werden:
QuickBooks Online, Xero, Xero
Futrli bietet folgende Optionen für Kundensupport:
Häufig gestellte Fragen, Wissensdatenbank, Online-Support, Video-Anleitungen
