Case Study: Savvy CFO achieves scalable advisory and 360° client insights with Futrli

Tasmanian firm Savvy CFO embraces advisory with Futrli certification

Savvy CFO, a new Tasmanian financial advisory practice led by Nicolette Quinn, needed technology that could deliver future-focused advisory from day one. With a small team and clients who required clear, actionable paths to success, Savvy CFO sought an all‑in‑one tool that would automate tasks, incorporate non‑financial operational drivers, and be quickly mastered—so Nicolette adopted Futrli and completed Futrli Advisory Certification to build the capability.

Using Futrli, Savvy CFO creates forecasts and scenario reports that combine financials and non‑financial data, sync real‑time Xero feeds for a 360° business view, and track operational KPIs (for example, class attendance or profitability by client). Futrli’s platform and certification have lightened Nicolette’s workload (tasks that would take far longer in Excel), enabled succinct rollout of advisory services, improved client understanding and focus on high‑impact areas, and freed time to serve more clients—positively affecting Savvy CFO’s bottom line.