Case Study: Fresh Financials achieves 75% forecasting time savings with Futrli

Fresh Financials save 75% of their time forecasting with Futrli

Fresh Financials, a small UK bookkeeping practice, wanted to move beyond bookkeeping into management accounting and advisory but needed a trusted tool to give clients granular visibility of their data and cash position and to help price advisory services. They chose Futrli, using its KPI dashboards, scenario modelling and cash‑flow forecasting to bring numbers to life and structure regular, insight‑led conversations with clients.

By implementing Futrli, Fresh Financials cut forecasting time by 75%, improved client satisfaction through clearer visualisation, and gained the capacity to take on more clients. Futrli enabled the firm to move to fixed‑price, subscription‑inclusive services (giving predictable monthly income per client), boost revenue, and offer training to other accountants — all measurable outcomes tied to using Futrli.

Fresh Financials