JGBC | Bookkeeping & Accounts Perthshire
Futrli, Capitalise
& JGBC working together

What are Futrli & Capitalise?

Futrli is a smart, online service where you can get all the answers about a business in one place. Our platform combines existing business data with planning for the future, to help businesses and their advisors make the right decisions. It moves and scales with your needs – whether you’re starting out or have multiple departments or companies to analyse.

Futrli helps you stay in the loop and in control.

Once we have used Futrli to forecast and monitor your cash flow we can even support you fill those gaps in the cash flow by finding business financing.

Capitalise created a platform where businesses can find, compare and select the right lender in less than 3 minutes.  Not only will you find lenders who specialise in your industry but you’ll also find lenders most likely to give you an offer.

Capitalise has established a marketplace where lenders, SMEs and their advisors can join forces in comparing and executing loans. 

Some of the products Capitalise offers include:

Asset finance:  Fund any asset, from telephones to forklift trucks, through asset finance

Invoice finance:  If you invoice other businesses, use your invoices to get funding

Merchant Cash Advance:  Use your credit card transactions to get funding

Trade finance:  Pay for goods based on an order using trade finance

Working capital:  Get a working capital loan to finance everyday operations

Property finance: Get access to bridging loans, development and commercial finance

Capitalise works with more than 100 institutional lenders, including high street banks and alternative, independent and fintech lenders.  Some of the lenders they work with include:

Need further advice? JGBC can help!

Funding success requires more than just completing an application. You’ll need to provide information that is easily understood and attractive to lenders. We can support you in all stages of the funding process and position your company in the best possible light for securing finance. If you need any sort of advice, please contact us

Forecasting

Forecasting helps you achieve your goals. Projecting data using the P&L, balance sheet and cashflow statement provides accurate results you can rely on for making great decisions.

  • Make multiple assumptions per account line
  • Use flexible payment terms and multiple forecasting methods
  • Import, duplicate and customise existing budgets and forecasts
  • Create from trends and prior year’s figures to visualise actual vs target analysis

Forecasting
Features

  • Automated 3-way calculations
  • Flexible payment term profiles
  • Wizards (loan, formula, etc.)
  • Multiple forecasting methods
  • Multiple assumptions per account line
  • Import existing budgets & forecast
  • Create from trends and prior year’s figures
  • Duplicate budgets and create what-ifs
  • Automated sales tax calculations
  • Duplication and full customisation
  • Departmental and project-based forecasting

Reporting

Use live dashboards to see where a business stands in real-time. They’re designed to be flexible and customisable to help you measure and manage the most important things to you.

  • Rolling forecast visualisation shows you your future
  • Get a 360° view of every corner of your business
  • Use non-financial data to see a true reality of business
  • Fully customisable charts, cards, and tables let you present your data in a way that suits you

Reporting
Features

  • Actual and forecast reporting in one place
  • Rolling forecast visualisation
  • Non-financial KPI measurement
  • Pre-built PDF templates, pages, and reports
  • Performance snapshot tracking
  • Powerful formulas for any calculation
  • Customisable charts, cards & tables
  • Scenario v scenario visualisation
  • Export to PDF, Excel, and CSV
TOP