Case Study: Thorne Widgery achieves clearer visual reporting and stronger education‑sector client retention with Futrli

Thorne Widgery retain education sector clients with Futrli reporting

Thorne Widgery, a 45‑person firm of Chartered Accountants and strong Xero advocates, needed a way to add differentiation and help education‑sector clients connect financial and non‑financial data visually. They required flexible reporting, forecasting and consolidation for Multi‑Academy Trusts that Xero alone couldn’t deliver, so they adopted Futrli to provide the extra insight and client-facing value.

Using Futrli’s reporting, dashboards, 3‑way forecasting, white‑labelling and Advisory Certification, Thorne Widgery now delivers bespoke, colourful visualisations and consolidated MAT reports that used to take two to three days in Excel but now refresh instantly. Futrli enabled practical benchmarking (e.g., heating cost per sq ft) that identified and resolved an inefficiency, improved client clarity and referrals, and helped the firm pinpoint staff training needs through certification.

Thorne Widgery