Case Study: Longboard Chartered Accountants achieves proactive client advising and real-time, time-saving reporting with Futrli

Futrli makes Longboard Chartered Accountants truly proactive

Longboard Chartered Accountants, a Perth and Melbourne practice founded in 2002, wanted to move beyond Excel and join the cloud‑accounting revolution so they could deliver deeper, timelier insights and become more proactive advisers. To achieve this they turned to Futrli for cloud-based forecasting and reporting that would replace manual, time‑heavy spreadsheet work.

Futrli automated data syncing and eliminated lookup errors, putting all financials in real time so Longboard Chartered Accountants could meet clients with accurate figures and spend less time on reports—what once took around four hours can now be done in a fraction of that time, and one restaurant client’s reporting workload fell from roughly eight hours a week to mostly advisory work. Futrli’s platform freed the team to provide higher‑value planning and forecasting, strengthen client relationships, and improve client retention.

Longboard Chartered Accountants

Martin Tunley

Partner