Case Study: ATB drives financial advisory for clients with Futrli

ATB saves 75% of forecasting time with Futrli

ATB Chartered Accountants, a firm based in New South Wales, Australia, was seeking a solution to help them add more value and stand out by providing forward-looking financial advisory services to their clients, moving beyond historical reporting. They turned to the vendor Futrli to meet this challenge.

Futrli provided a platform that enabled ATB to look forward with real-time data sync, forecasting, and KPI tracking. The solution included Futrli's Advisory Certification course, which leveled up the team's knowledge, particularly in using non-financial data. As a result, ATB gained the ability to solve and prevent client problems more effectively, provide more strategic advice, and use white labeling to present a cohesive offering that distinguishes them from competitors.

ATB