Case Study: HM Accounting saves time on management reporting with Futrli

HM Accounting cuts monthly management report time from 5 hours to 30 minutes with Futrli

HM Accounting, a family-run accounting firm, wanted to provide a highly tailored and personal service to its SME clients but needed a versatile tool to generate insightful reports without spending excessive time on manual preparation. They turned to Futrli to automate their reporting processes and gain deeper financial insights.

Using Futrli’s automation and simultaneous 3-way forecasting tool, the team drastically reduced the time spent creating monthly management reports from up to five hours to under thirty minutes. This saved time allowed HM Accounting to focus on advising clients and forecasting their futures. The vendor Futrli enabled them to provide real-time, visual data that helped clients make informed decisions, significantly impacting their bottom line.

HM Accounting