Case Study: Phebys achieves national franchise growth and real-time client collaboration with Futrli

Phebys rolls out Futrli to major national franchises

Phebys, a Cambridgeshire-based accountancy firm founded in 1999, wanted to move beyond compliance and give franchise clients insights they’d never had before—showing performance store-to-store, product-to-product and region-to-region. Finding no suitable tools on the market, Phebys adopted the Futrli platform to bring real-time forecasting, scenario planning and integrated analysis (tied to Xero) to their advisory service.

Using Futrli, Phebys replaced cumbersome spreadsheets with a dynamic, click‑driven platform that combines financial and non‑financial data, enables scenario planning, and lets clients experiment without risking core accounts. The result is faster, more granular analysis, closer collaboration with clients, improved benchmarking and KPI-setting across franchises, and stronger client retention—turning Phebys into an embedded extension of their clients’ businesses thanks to Futrli.

Phebys

Scott Pheby

Founder and Owner