Futrli review
A practical choice for businesses that need forecasts, dashboards, and scheduled reports.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Futrli pros and cons
- 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
Futrli fact sheet, pricing and score →
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