Case Study: Astute Advisory Group achieves streamlined, scalable advisory services and forecasting with Futrli

Brisbane firm, Astute Advisory, put Futrli at the front of their advisory offerings

Astute Advisory Group, a Brisbane accountancy firm led by Sandeep Singh, rebranded to prioritize advisory work (now about 80% of its offering) and needed a more flexible forecasting and reporting workflow to address persistent client pain points and support fast‑growing clients. To fill knowledge gaps and standardize advisory delivery, the firm adopted Futrli—using Futrli for forecasting, insights and dashboards and completing Futrli Advisory Certification.

Using Futrli, Astute Advisory Group implemented scenario modelling, real‑time dashboards and a cloud-based virtual CFO workflow that delivered full visibility for high‑growth clients (some expanding ~500–600%) and enabled the practice to scale its advisory services. Futrli’s tools and certification helped educate clients and staff, empower clients with their financial data, and let Sandeep cherry‑pick preferred clients and specialize by industry, improving service quality and firm growth.

Astute Advisory Group

Sandeep Singh

Astute Advisory Group