Free Webinar: 22nd June, 2:00pm (UK)

The Evolution of Advisory: From Excel to Software Solutions with Futrli

Excel, although a powerful tool, can become burdensome when constructing a forecast and scenario model due to the time-consuming task of adjusting and managing data. In Excel, any modification requires revalidation, which is both time-consuming and detached from the original data source.

Join us on June 22nd at 2pm (UK time) for an insightful webinar featuring Futrli by Sage COO, Helen Cockle, and Head of Advice, Dan Daly. During this session, we will:

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 Examine the evolving landscape of advisory services
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Explore the limitations of scaling advisory services using Excel
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Discover how software solutions can enhance the capabilities of Excel
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Gain valuable tips and tricks when transitioning from Excel to a software solution
   

 

Register Today

About the webinar

Excel, although a powerful tool, can become burdensome when constructing a forecast and scenario model due to the time-consuming task of adjusting and managing data. In Excel, any modification requires revalidation, which is both time-consuming and detached from the original data source.

To address this revalidation issue and enhance output validation, Futrli's panel of experts will explore software options that eliminate these challenges. By doing so, they aim to improve overall efficiency and allow for scalable advisory.

Join us on June 22nd at 2 pm (UK time) for an insightful webinar featuring Futrli by Sage COO, Helen Cockle, and Head of Advice, Dan Daly. During this session, we will:

  • Examine the evolving landscape of advisory services
  • Explore the limitations of scaling advisory services using Excel
  • Discover how software solutions can enhance the capabilities of Excel
  • Gain valuable tips and tricks when transitioning from Excel to a software solution

 

The Speakers

Helen-Cockle,-COO

Helen Cockle

COO, Futrli

 As the COO of Futrli by Sage, Helen Cockle has been played a pivotal role in the transition of Futrli from start up to now acquired business. She has led the GTM approach leaning on her 20 years of experience in the accounting sector to ensure market fit and client value is achieved. Having held a global role for over 5 years, she comprehends the shared and opposing needs of all markets, particularly the UK, AU and NZ. 
Dan-Daly,-Head-of-Advice

Dan Daly

Head of Advice, Futrli

Having started out in accountancy, back in 2004, Dan became a qualified accountant whilst working for Spofforths LLP, a regional practice in Sussex which later merged with Kreston Reeves and subsequently became a top 30 UK accountancy firm. 

Having worked in accountancy practice himself for over 16 years, he is familiar with the challenges faced in scaling advisory and is using those experiences to support our partners moving forwards.

What our customers are saying

Willem
“It's a kick-ass cash flow forecasting software because it works beautifully.”

Willem Harrhoff, DoughGetters

Sharon
“The Futrli team have been fantastic. The platform has been beneficial to both my practice and my clients.”

Sharon Hirsch, Argus Accounting

Futrli by Sage 2022