Case Study: Carpenter Box achieves higher client profits with Futrli

Award-winning firm Carpenter Box uses Futrli to boost client profits

Carpenter Box, an award-winning accountancy and business advisory firm in the South East of England, needed a flexible solution to move beyond traditional, spreadsheet-driven reporting and stand out as proactive advisors for a diverse client base. They turned to Futrli’s reporting and forecasting platform to deliver clearer, more timely financial insight.

Futrli provided real-time, visual dashboards and streamlined forecasting that replaced slow Excel processes, turning days-or-weeks-old figures into instant, actionable data. This allowed Carpenter Box to deliver bespoke reports for clients from start-ups to multi‑million-pound companies, free up staff to focus on advisory services, and help clients make better-informed decisions—improving client relationships and advisory capacity thanks to Futrli.

Carpenter Box

Nathan Keeley

Partner