Case Study: Compass EAST achieves higher client retention and revenue growth with Futrli

Compass EAST upskills advisors to add value to client businesses

Compass EAST, a Nashville-based advisory firm, needed an easy-to-use platform that any level of accountant could learn, while helping the firm stand out and improve client retention. To meet those needs they adopted Futrli’s white‑label forecasting and reporting platform so clients could visualise financial data clearly under Compass EAST’s own branding.

Futrli’s intuitive, white‑label solution does the heavy lifting behind the scenes, allowing Compass EAST to sell higher‑value advisory services, standardise processes, and bring more team members into advisory roles. The result: more satisfied clients, increased client sign‑ups and revenue, time savings that let the firm target a wider audience, and improved retention as the firm’s branding now appears across its forecasting and reporting tools.

Compass EAST