Case Study: Westcourt Chartered Accountants achieves maximised client budgets and KPI-driven advisory with Futrli

Westcourt maximises client budgets with Futrli

Westcourt Chartered Accountants, a boutique accounting and business‑consulting firm in Perth, wanted to shift from reactive compliance work to proactive advisory by using real‑time data and clearer reporting. To achieve this they adopted Futrli’s live reporting, KPI snapshot boards and visualisation tools to present the financial information that matters to clients.

Using Futrli, Westcourt rolled out advisory across the firm with easy, colourful dashboards showing cash flow, gross and net profit margins and other KPIs. The switch delivered measurable gains — tasks that once took several days can now be done in a few hours, costs have fallen while the quality of metrics has risen, client uptake and satisfaction have improved, and the team now spends more time on strategy and client relationships.

Westcourt Chartered Accountants

Craig Seddon

Partner