Case Study: Fresh Financials saves 75% of forecasting time with Futrli

Fresh Financials saves 75% of forecasting time with Futrli

Fresh Financials, a small UK bookkeeping practice, sought to move into advisory services and provide clients with a granular, forward-looking view of their financial data. Their challenge was finding a trusted tool to help achieve these goals and effectively price these new services. They turned to Futrli for a solution.

By implementing Futrli's Key Performance Indicator dashboards and scenario modeling features, Fresh Financials brought client figures to life, providing greater visibility and improving client relationships. The solution saved the firm 75% of their time on forecasting, allowing them to take on more clients. This led to an increase in revenue through new fixed-price service offerings and significantly streamlined their reporting process.

Fresh Financials