Case Study: Moneypad achieves stronger client relationships and real-time forecasting with Futrli

Moneypad use Futrli to better client relationships

Moneypad, a Surrey-based firm working with innovative tech SMEs and startups, needed to move away from manual spreadsheets to a forecasting and reporting solution that matched their clients’ tech-first ethos and could clearly show progress to investors and teams. They chose Futrli to deliver an easily updated, insight-led forecasting platform.

Futrli provided live, daily Xero‑synced forecasts and bespoke dashboards that cut hours of spreadsheet work, turned forecasts into a virtual business plan and put real-time performance on clients’ phones and investor reports. As a result, Futrli has helped Moneypad refocus meetings on client needs and planning, deliver instant visual insights (clients can see a complete financial overview in seconds rather than hours) and deepen relationships so accountants can add measurable value.

Moneypad

Sarah Jones

Founder