Case Study: Alexander Sloan achieves certainty in figures and boosts client satisfaction with Futrli

Alexander Sloan values the certainty of Futrli for clients & its own business

Alexander Sloan, a Glasgow and Edinburgh–based accountancy firm of 50+ staff, faced a challenge with stale reports and needed a flexible way to show clients forward-looking projections. To deliver up-to-date forecasts and scenario planning that align with their advisory culture, the firm adopted Futrli for forecasting, scenario planning and live client dashboards.

Futrli delivered auto-updating reports, forecasting and scenario tools and client-facing dashboards, freeing the team from repetitive monthly reporting and allowing them to act as proactive advisors. As a result Alexander Sloan reports huge time savings on reporting, stronger client relationships, improved retention and referrals, and the ability for clients to access real-time KPIs and plan years into the future — benefits driven directly by Futrli.

Alexander Sloan

Philip Morrice

Managing Partner