Harnessing technology to support advisory
Helen Cockle, COO at Futrli by Sage, took to the stage at Accountex London 2023 to introduce ACCA’s latest partner to members and attendees. The session aimed to showcase real-life industry examples of successful advisers and how they have implemented tech to support their advisory in forecasting, reporting, rapid client analysis, and scenarios and budgets.
Futrli by Sage is the ultimate advisory solution for accountants and uses maths that ‘thinks’ like an accountant. Futrli helps accountants and small businesses make the best business decisions using predictions. By synchronising to clients’ ledgers, Futrli’s platform processes financial data through thousands of algorithms. Using this information, users can see three-year cash flow forecasts, create budgets and scenarios, use drag and drop reporting, and – most importantly – spend more time with clients.