Case Study: EBCFO achieves profit growth and real-time advising with Futrli

Futrli drives profit uplift across new & existing clients for EBCFO

EBCFO, a Kansas City–based accounting, analysis and advisory firm led by Dan Schmidt, faced a common challenge: clients bogged down by spreadsheets and backward-looking reporting that slowed decision-making. To shift from reactive compliance to proactive growth advice, EBCFO adopted Futrli — using Futrli’s real-time forecasting and personalized dashboards to give business owners clear, forward-looking insight and the ability to check progress in real time.

Futrli delivered real-time insights, “what-if” forecasting and tailored dashboards that EBCFO embeds in client engagements, allowing faster, more confident decisions and turning advisory conversations toward growth. The result: Futrli has driven profit increases across new and existing clients, created new revenue streams for EBCFO, strengthened client relationships, and removed much of the guesswork from critical decisions.

EBCFO

Dan Schmidt

Founder and CEO