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Futrli

Futrli: A practical choice for businesses that need forecasts, dashboards, and scheduled reports. Ranked #3 of 32 in Management Reporting Software by our editors (9.0/10); pricing: 14-day trial; best for businesses wanting reports plus operational dashboards.

9.0/10Editor score
Futrli9.0 Visit Futrli

At a glance

  • Editor score
    9.0 / 10
  • Pricing
    14-day trial
  • Best for
    Businesses wanting reports plus operational dashboards
  • Free plan
    No
  • Paid from
    $40/mo
  • KPI dashboards
    Yes
  • Facts checked
    20 Sep 2026
Futrli screenshot
  • Where it wins

    • Three-way forecasting covers profit and loss, balance sheet, and cash flow
    • KPI dashboards, variance analysis, and scenario modelling support decision-making
    • Scheduled PDF reports and multi-organisation consolidation aid recurring reporting
  • Where it doesn't

    • No permanent free plan; access starts with paid pricing after the trial
    • Integrations focus on Sage, Xero, QuickBooks Online, and Excel
    • Higher tiers increase monthly cost for added licenses and training

Our verdict on Futrli

Futrli is cloud-based forecasting and management reporting software for small and medium-sized businesses, accountants, and bookkeepers. It combines KPI dashboards for cash flow, profit and loss, and balance sheet reporting with customisable management reports and operational dashboards. Users can compare performance with budgets or forecasts, build scenarios, consolidate multiple organisations and currencies, and create reports from templates or from scratch. It is available through the web and API, and supports recurring report delivery by email.

The published plans show a paid product with a 14-day trial and a monthly starting price of $40 USD for Single. That plan includes business performance insights, daily cash flow forecasting, bespoke reporting, budgets and scenario modelling, three-way forecasting, and unlimited users. Starter costs $250 per month with 10 licenses and bespoke training; Professional costs $350 with 25 licenses; Practice costs $550 with 50 licenses. The higher tiers include all features in the plans, while pricing varies by region and currency. This structure suits organisations that can match the plan to their reporting audience and license needs, but it makes Futrli less suitable for teams seeking a permanent free option or low-cost expansion.

Futrli’s strongest fit is financial reporting that needs operational context: variance analysis, forecast imports, Excel data upload, report templates, PDF export, inline dashboards, and scheduled distribution are all included in its feature set. It connects with Sage Accounting, Xero, QuickBooks Online, and Microsoft Excel, giving accounting-focused teams a clear starting ecosystem. Businesses with requirements beyond those platforms may need to assess the API and available data workflows before choosing it. Pick Futrli for consolidated forecasting and repeatable management packs; consider an alternative if broad third-party integration coverage is the deciding factor.

Your product? Our editors can test Futrli in depth and publish a review, labelled as paid · from $149/mo →

Futrli pricing

Plans 14-day trial No free plan — trial or paid only. Prices checked 20 Sep 2026.
See plans on futrli.com

All 4 Futrli plans and prices →

Futrli fact sheet

Free planNo
Paid from$40/mo
KPI dashboardsYes
Variance analysisYes
Financial consolidationYes
Management pack templatesYes
Excel integrationYes
Scheduled distributionYes
Free trial14 days · no card needed
DeploymentCloud, Browser extension
PlatformsWeb
SupportLive chat, Docs · 24/7
Built forSolo, Small business, Mid-market (editorial estimate)
Integrations4 integrations: Sage Accounting, Xero, QuickBooks Online, Microsoft Excel See all →
Pricing14-day trial (source)
Websitefutrli.com
Facts checked20 Sep 2026

Futrli integrations

Futrli lists 4 integrations on its own site.

  • Sage Accounting
  • Xero
  • QuickBooks Online
  • Microsoft Excel

See all Futrli integrations →

Alternatives to Futrli

See all Futrli alternatives →

Futrli vs the competition

Compare Futrli with any tool side by side →

Also Ranked In

Futrli is ranked in 5 of our directories.

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Featured on iTechGuides

Featured on iTechGuides — Futrli 9.0/10

Futrli is listed in our Management Reporting Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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