Case Study: Virtual Business Source achieves real-time KPI insights and enhanced client advisory with Futrli

Futrli is the perfect fit for Virtual Business Source’s clients

Virtual Business Source, a management accounting, bookkeeping and HR outsourcing firm specialising in the recruitment sector, needed a technology partner that could handle fast-moving, margin-sensitive clients and bring productivity through consolidated, real-time data. With most clients already on Xero, the firm sought a solution that would integrate with those accounts and support interactive advisory services—enter Futrli and its platform for real-time KPI reporting and forecasting.

Futrli was implemented to connect to clients’ Xero accounts, provide visual KPI dashboards, and run three-way profit & loss, balance sheet and cashflow forecasts while also importing non-financial metrics (eg, vacancies, interviews, candidate calls). As a result, Virtual Business Source can deliver real-time KPIs and more accurate projections, add non-financial data to forecasts, free up advisor time for higher-value guidance, and give clients instant operational insight—such as monitoring candidate calls—to improve profitability and competitiveness.

Virtual Business Source

Marie Pegram

Associate and Recruitment Industry Expert