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Futrli by Sage

Features
Ease of use
Ease of management
Quality of support
Affordability
Market presence
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Pricing from
$40 per month
Free Trial
Free version unavailable
User corporate size
Small
Medium
Large
User industry
  1. Accommodation and food services
  2. Construction
  3. Professional services (engineering, legal, consulting, etc.)

What is Futrli by Sage

Futrli by Sage is a cloud-based budgeting, forecasting, and cash flow planning tool used by small businesses and accounting/advisory firms to model performance and monitor financial health. It supports scenario planning, KPI dashboards, and reporting workflows that can be shared with clients or internal stakeholders. The product is positioned for finance teams that need forward-looking planning without deploying a full enterprise performance management platform, and it is commonly used alongside cloud accounting systems.

pros

Cash flow forecasting focus

Futrli centers on short- to mid-term cash flow forecasting and scenario modeling, which fits common needs for small and growing businesses. It provides templates and workflows geared toward rolling forecasts and what-if analysis rather than complex multi-dimensional planning. This focus can reduce setup time compared with broader enterprise planning suites.

Advisory-friendly collaboration

The product supports workflows that accounting firms and fractional finance teams use to deliver forecasts, reports, and KPI packs to clients. It is designed for recurring reporting cycles and client-facing outputs, which can streamline advisory engagements. This orientation is less common in platforms primarily built for large internal FP&A teams.

Integrates with cloud accounting

Futrli is typically deployed alongside cloud accounting ledgers to bring actuals into forecasts and dashboards. This reduces manual rekeying and helps keep forecasts aligned with current financial results. For organizations already using supported accounting platforms, integration can simplify ongoing maintenance.

cons

Limited enterprise planning depth

Futrli is not designed to replace full EPM platforms used for complex, multi-entity consolidation, driver-based modeling at scale, or highly dimensional planning. Organizations needing advanced allocation logic, extensive workflow controls, or large-model performance may outgrow it. Larger FP&A teams may require additional tools for enterprise-wide planning governance.

Reporting customization constraints

Compared with more configurable planning and analytics platforms, report layouts, modeling structures, and dashboarding can be less flexible. Teams with strict board reporting formats or highly customized KPI definitions may need workarounds or external BI. This can increase reliance on spreadsheets for presentation-layer tailoring.

Integration coverage varies

The usefulness of automated actuals-to-forecast workflows depends on the specific accounting system and connector capabilities available in a given region and edition. Some data sources may require manual imports or intermediary tools. This can add operational effort when finance data is spread across multiple systems.

Plan & Pricing

Plan Price Key features & notes
Single $40 per month (excl. VAT) For 1-5 licenses. Perfect for sole traders. Additional clients: $40/license.
Starter $250 per month (excl. VAT) For 6-18 licenses. Great for small businesses. Includes 10 licenses. Additional clients: $25/license.
Professional $350 per month (excl. VAT) For 19-33 licenses. Best for growing businesses. Includes 25 licenses. Additional clients: $14/license.
Practice $550 per month (excl. VAT) For 34+ licenses. Ideal for established businesses. Includes 50 licenses. Additional clients: $11/license.

Seller details

Sage Group plc
Newcastle upon Tyne, United Kingdom
1981
Public
https://www.sage.com/
https://x.com/SageGroupPLC
https://www.linkedin.com/company/sage/

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