Reporting on Futrli
Financial Director Services
Board-Ready Futrli Dashboards
At Valentis, we create Futrli dashboards that do more than display numbers; they also show you where your business is headed. This service provides founders, directors, and financial controllers with clear, board-ready insights into what generates revenue, where the risks lie, and how to drive growth. Our Futrli reporting fits perfectly with your internal rhythm and business goals, whether you need quick summaries or in-depth forecasting layers.
How Valentis Uses Futrli
We plug your Xero or QuickBooks data directly into Futrli to create innovative, fully automated reporting dashboards. These dashboards act as your command centre, tracking performance, modelling future cash positions, and delivering insights to the right people. Whether you need board-ready visuals, departmental performance breakdowns, or investor packs, we tailor every report to your strategic lens.
Who Is This For?
CEOs and founders preparing for growth or investment
Financial controllers managing cross-departmental reporting
Operations teams tracking profitability by service line
Directors wanting high-level visibility without spreadsheet chaos
What’s Included in Our Futrli Reporting Service
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Live dashboards for cash flow, sales, margin, and expenses
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Board-ready forecasting with scenario planning
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KPI tracking customised for your sector or objectives
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Trend analysis for revenue, debtors, and cost centres
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Automated reporting for internal and external stakeholders
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Alerts for budget variance and performance risk
FAQs
Yes, we create live cash flow forecasts using your accounting data synced with Futrli. These forecasts are based on real-time data and are continuously updated to ensure accuracy.
Absolutely. We design multi-entity dashboards and consolidated views to provide group-level insights.
Not necessarily. While we can send auto-generated reports, we also provide you with full access to explore the dashboards yourself. This allows you to delve deeper into your financial data and gain a comprehensive understanding of your business’s performance.
Start Seeing Your Numbers Differently
Futrli reporting with Valentis turns raw data into clear, actionable information. You won’t just keep track of how well you’re doing; you’ll also understand it. We create reporting systems that help you see things quickly and with confidence when it matters most. These systems range from board packs to KPI dashboards. Let’s open up smarter financial visibility that fits your needs.