Add Futrli to Sage for Accountants

You can manage client subscriptions directly from the Sage for Accountants platform. This includes adding tools such as Futrli, which offers forecasting and reporting features to support advisory services.

1. Open the required client.
2. Click Products.
3. Click Manage subscriptions.
4. Sroll down to Futrli.
5. Click Select subscription.
6. Click Apply selections.