Futrli

Futrli, founded in 2014 by Hannah Dawson, Amy Harris, and Steven Ashley Ashley Green, operates as a cloud-based financial software provider focused on small to medium-sized enterprises (SMEs) and their accountants. The company's creation was directly influenced by CEO Hannah Dawson's own experiences as a small business owner in the hospitality sector, where she faced significant challenges in managing cash flow and forecasting due to a lack of accessible financial information, which nearly led to her business failing. This firsthand experience shaped Futrli's mission to provide tools that look toward the future, not just the past or present.

The firm is headquartered in Brighton, UK, and has established a global presence, serving over 100,000 businesses and thousands of accounting firms in more than 140 countries. In May 2022, Futrli was acquired by Sage Group, a major player in accounting and payroll technology. Post-acquisition, the company operates as 'Futrli by Sage' and continues to offer its products as a standalone solution, while also integrating them into the Sage for Accountants platform. This acquisition was a strategic move by Sage to enhance its advisory services for accountants, particularly in preparation for initiatives like Making Tax Digital (MTD) in the UK.

Futrli’s core business revolves around a subscription-based model for its software, which is designed to integrate seamlessly with major accounting platforms like Xero, QuickBooks Online, and Sage Accounting. Its flagship product, Futrli Predict, utilizes proprietary algorithms to analyze historical accounting data—including invoices, bills, and payment trends—to generate automated, three-way forecasts covering profit and loss, balance sheets, and cash flow. This enables businesses to visualize their financial future, conduct scenario planning, and make more informed, data-driven decisions. The platform provides features such as customizable dashboards, KPI tracking, budget variance analysis, and multi-currency consolidations for businesses with multiple entities. By automating complex financial modeling, Futrli aims to reduce risk, improve productivity, and ultimately strengthen the financial health of small businesses.

Keywords: financial forecasting, cash flow management, business intelligence, accounting advisory, SME financial software, scenario planning, 3-way forecasting, predictive analytics, Sage, Xero integration, QuickBooks integration, budgeting software, financial reporting, Hannah Dawson, accounts payable, accounts receivable, cloud software, financial planning