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Business forecasting
a roadmap for your year ahead

Helping you to see the bigger picture

We are incredibly excited to partner with Float & Futrli to provide clients with a cloud-based forecasting & reporting tool which works seamlessly with Xero

Understand your today, forecast your tomorrow and realise your dreams.

How well do you know your business?
Let’s try this quick quiz!
  • What is your net income?
  • What is your gross profit?
  • How are you doing in comparison to last month? Or your budget?
  • How much are you spending on wages versus income?
  • How’s your cashflow looking?
We will get Futrli set up for you so you have the answers to all this and more, in seconds. Its your business and we will make sure the information you get is relevant to you.
How can we help you?
  • Basic cashflow forecasting: we can forecast your cash flow (money in and out) over the next 3/6/9/12 months.
  • 3-way cashflow forecasting: we can set budgets, compare what-if scenarios, visualise your performance against targets and more!
  • Flexible reporting: we will design your own view of the past, present or future. It works for any industry/KPI (key performance indicator). We can create Boards (reports) for you, and anyone else who needs to know.
  • Understanding the business, inside out, effortlessly so you can turn insights into action. All in a real time view.
How does it work?
  • Futrli works seamlessly with Xero and auto-syncs daily.
  • Futrli analyses every transaction from Xero (it’s not just historical information).
  • It’s updated automatically, daily, so reports and performance against budget is always up-to-date and effortless.
  • You can slice and dice your business data any way you like with flexible design options and daily, weekly, monthly, annual reporting and customer periods for example.
  • Works where you are – Futrli can be viewed on your phone, tablet, laptop or any compatible device, regardless of location.

We have developed 3 different services for
business budgets and forecasts:

Starter Forecasting Package Pig Icon
FORECAST STARTER - 1 OFF PROJECTS
Let us help you:
- Set a budget, including KPI Setting & targets; or
- Set up Cashflow forecasting; or
- What if scenarios; or
- Presence at AGM

Starting at just £250 + VAT per project

 

- Ongoing monthly/quarterly Cashflow forecasting

Starting at just £35 + VAT per month

 

FROM

£250+vat

PER PROJECT
Plus Forecasting Package Pig Icon
FORECAST PLUS - QUARTERLY REVIEWS
Includes:
- Setting an initial, or revising an existing budget
- Quarterly management accounts
- Quarterly review and strategy session (at our office or via Zoom)
- Cashflow forecasting
- Quarterly rolling & flexing of budgets
- What if scenarios

Starting at just £99 + VAT per month

FROM

£99+vat

A MONTH
Premium Forecasting Package Pig Icon
FORECAST PREMIUM - MONTHLY REVIEWS
Includes:
- Setting an initial, or revising an existing budget
- Monthly management accounts
- Monthly review and strategy session (at our office or via Zoom)
- Cashflow forecasting
- Monthly rolling & flexing of budgets
- What if scenarios

Starting at just 150 + VAT per month

FROM

£150+vat

A MONTH

How do I get started?

There is no time like the present! Right now, there might be an opportunity we can make the most of for better financial efficiency in your business. If you want more certainty in your business let’s talk together about your future – book a health check with us today so we can start creating your future now.