Case Study: DoFin achieves standout advisory services and improved client retention with Futrli

Futrli helps trailblazing South African firm DoFin to stand out in growing market

DoFin, led by owner Jannie Schutte, faced a shifting South African accounting market where cloud accounting and advisory services are becoming essential. To move beyond compliance and stand out as an advisory firm alongside tools like Xero, DoFin adopted Futrli—using the Futrli platform and its Advisory Certification—to deliver a more proactive, value-added service to clients.

Futrli enabled DoFin to work in real time, deliver monthly KPI-driven reports and customizable dashboards, and make business performance easy for clients to understand. As a result, DoFin increased client engagement and retention, clients are more proactive and better informed about their businesses, and Jannie has become one of the first Futrli certified advisors in the evolving South African market.

DoFin

Jannie Schutte

Owner