Case Study: Perks Australia achieves instant, error-free client reporting and stronger advisory with Futrli

Perks Australia move away from spreadsheets for client success

Perks, an Australian accounting firm with over 130 staff and long-standing Xero practitioners, needed an all‑in‑one tool to consolidate client services and move off spreadsheets. Working in Excel required days or weeks of heavy data entry and carried a high risk of formula errors, so Perks adopted Futrli to get a real‑time, integrated forecasting and reporting solution.

Futrli delivered a platform connected to Xero that produces illustrated management reports, live forecasts and interactive boards, allowing Perks to generate reports almost instantly instead of spending weeks on spreadsheets. The result: eliminated formula risk and manual effort, clearer client conversations with less “accounting‑speak,” timely cashflow and KPI insights that spark growth-focused questions, and demonstrable improvement in client engagement—outcomes Perks attributes to Futrli.

Perks

Tom Paine

Director