Case Study: HM Accounting achieves automated monthly management reports in under 30 minutes with Futrli

HM Accounting help clients plan the future with Futrli management reports

HM Accounting, a family-run accountancy and bookkeeping firm led by Rebecca Ashton, needed to preserve its tailored, high-touch service while giving clients clear, actionable insights and reclaiming time spent on manual reporting. To do this they adopted Futrli—using Futrli management reports alongside Xero data—to provide a versatile reporting and forecasting tool clients could easily understand.

Futrli automated HM Accounting’s reporting workflows, cutting monthly management report preparation from up to five hours to under 30 minutes and freeing the team to focus on forecasting and advisory work. Using Futrli’s visualisations and simultaneous 3‑way forecasting, the firm now delivers real-time insights that helped clients drop low‑performing product lines and make faster decisions, enabling HM Accounting to scale higher-value services for SMEs and sole traders.

HM Accounting

Rebecca Ashton

Director