Courses


Foundation

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Introduction to FUTRLI
Foundation | Not Yet Started
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In this module you will be introduced to certification with FUTRLI and take your first steps towards becoming a FUTRLI certified advisor.
FUTRLI: the Basics
Foundation | Not Yet Started
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Learn about the basics and start getting comfortable navigating around FUTRLI and using basic controls. You are also going to start connecting client.
5 Steps to Getting Started
Foundation | Not Yet Started
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From getting your data into FUTRLI to adding colleagues, this module will take you through five basic steps to getting started, and how to make the most of FUTRLI right from the start.

Practice Level

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Pricing Advisory Services
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Stop selling software or hours and start selling value. We will run through value-based pricing and show you how to price your advisory services efficiently and confidently.
Internal Roll Out
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You need a practical roll out strategy for advisory services within your firm. We have curated the best roll-outs to give you the inside track on what success looks like.
Handling Internal Objections
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Find out how to protect the firm as it moves more solidly into the advisory space by understanding common internal roadblocks and how they can be overcome.
Scaling FUTRLI Externally
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This module will teach you how to target new clients effectively. Find out how the best are doing it as well as some clear takeaways that you can start actioning today
Selling Advisory Services
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Change your relationship with your client from Accountant to Advisor and learn how to sell your new cloud advisory services.

Reporting Level

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Alerts & Client Monitoring
Reporting Level | Not Yet Started
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What are Alerts? You are about to find out. You will learn when to utilise Alerts and how to use them to identify which clients need immediate attention.
Creating Printable PDF Reports
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Learn how to prepare for future client meetings and find out how to convert existing dashboards into printed reports, which can be shared offline with clients.
Building Dashboard Reports
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In this module you are going to learn how to leverage FUTRLI to build dashboards for your clients. We will be covering KPIs, Boards and Cards and how to introduce dashboards to your clients.
Understanding Your Clients
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To provide a true advisory service for your clients, you need to understand their needs. Learn how to implement a process to get to the bottom of how you can assist your clients in the most effective way possible.
Adding Non-financial Data
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Businesses are not just run on financial data! In this module you will learn how to identify, collect and use non-financial information to create powerful KPIs in FUTRLI.
Adding Non-Cloud Clients
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FUTRLI works with accountancy data from any source. Find out how to import data for non-cloud clients via CSV.
Client segmentation
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Whether you want to segment your client base by financial year-end date, industry, or using our intuitive alerts system, we will take you through the how and why of segmenting your client base using each method to its maximum effect.
Setting up Your Chart of Accounts
Reporting Level | Not Yet Started
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In this module we will show you how to effectively order your client's chart of accounts, how to use custom grouping, and implement flexible reporting as required to meet the specific needs of your clients.
Inviting clients to FUTRLI
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Once you have familiarised your clients with FUTRLI in your advisory meetings, it's time to invite them to login and have a look for themselves. In this module we'll take you through how to invite users, and what they'll see when they receive their invitation.
Best practice month end
Reporting Level | Not Yet Started
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In this module you'll learn the processes you can implement in order to make sure you are on top of your client's financials at the end of each month, broken down into simple steps that can make a big difference as your client base expands.
Reporting for consolidated groups
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Clients with multiple business entities have more complex reporting needs. This module will cover these requirements and how to handle these organisations effectively.

Forecasting Level

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Building a forecast for the first time
Forecasting Level | Not Yet Started
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Forecasting is the heartbeat of what FUTRLI can do, and in this module we'll take you through how to get used to your new workspace, the basics of forecasting and how this can be a huge positive for your clients.
Importing an existing budget
Forecasting Level | Not Yet Started
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Most businesses will have existing budgets when you begin providing them with advisory services, but FUTRLI has you covered. In this module we'll show you how to import an existing budget for and begin creating forecasts with that data.
Handling brought forward balances
Forecasting Level | Not Yet Started
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When creating a forecast for the first time you'll often need to deal with brought forward balances and GST/VAT. We'll be looking at exactly that in this aptly named module.
Additional tips and methods
Forecasting Level | Not Yet Started
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Time for some top Forecasting Tips! You'll look at period offsets and how to use 'Advanced Options' when building your forecasts to create more accurate scenarios.
Deferred income
Forecasting Level | Not Yet Started
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Now you've mastered the basics, it's time to dive into advanced forecasting concepts that will allow you to create dynamic, detailed and accurate forecasts for your clients. We'll start with deferred income.
Linking accounts
Forecasting Level | Not Yet Started
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We continue our look at advanced forecasting by looking at the process of linking accounts, which allows you to create dependencies between accounts as necessary for your clients individual needs.
Asset purchases and loans
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Many businesses will need to purchase new assets, and often will take out loans to do so. In this module we'll show you how to recognise the cash inflow for the loan as well as factoring in the loan repayments.
Accruals and prepayments
Forecasting Level | Not Yet Started
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In this module we take you through the mechanics of processing accruals and prepayments within the framework of FUTRLI and how to utilise these functions within your client's forecasts.
What-if scenarios
Forecasting Level | Not Yet Started
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Forecasting is all about using the past and present to look to the future. In this module we'll show you how to use the what-if function to forecast the best and worst case scenarios for your clients finances in the future.
Forecasting with Non-financial data
Forecasting Level | Not Yet Started
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In this module you'll learn how to utilise non-financial data to create advanced and accurate scenarios for your clients
Forecasting for consolidated groups
Forecasting Level | Not Yet Started
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Your clients with more complicated, consolidated accounts, maybe require a more complex approach when it comes to forecasting. In this module you'll learn how to effectively create forecasts for consolidated groups.