Case Study: Nuvem9 achieves 360° financial visibility and streamlined forecasting with Futrli

Portugal-based Nuvem9 uses Futrli to strengthen their advisory market position

Nuvem9, a four-person cloud accounting firm that advises tech startups and e‑commerce retailers, faced cumbersome, error-prone spreadsheet forecasting and fragmented KPI reporting while working remotely. To replace fragile Sage/Excel workflows and scale advisory services, Nuvem9 adopted Futrli — including Futrli Advisory Certification and white‑labelling — to centralise forecasts, KPIs and client dashboards in one cloud tool.

With Futrli, Nuvem9 now produces full investment forecasts without spreadsheets, replicates bespoke KPI dashboards alongside clients’ P&Ls, and delivers white‑labelled boards for a more professional client experience. Futrli has linked service elements into a 360° view of figures, made KPI measurement and reporting far more efficient, freed up time to focus on trend-led advisory, and improved forecasting through certification.

Nuvem9