Case Study: Aptus Accounting & Advisory achieves real-time advisory growth and increased revenue with Futrli

Industry-leading firm Aptus opens up advisory services to even more clients

Aptus Accounting & Advisory, a Sydney-based small business accounting firm, needed a way to lift its advisory offering by using real-time data to open clients’ eyes, streamline forecasting (especially cash flow forecasting), and deliver advisory services at an affordable price. To achieve this they turned to Futrli and its real‑time reporting and forecasting tools.

Futrli delivered automated daily syncing, live scorecards, fast data loading and customizable alerts so Aptus could ditch Excel, spot cash‑flow issues as they arise and proactively advise clients. The result: faster, more accurate forecasts, stronger client engagement, new business wins and firm growth — including an 84% revenue increase from one former compliance client — enabled by Futrli’s platform.

Aptus Accounting & Advisory

James Solomons

Director and Co-founder