Futrli vs Holistiplan
FutrliBudgeting and Forecasting
$40/mo GBPPublished price
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Futrli Budgeting and Forecasting Powerful prediction, cash flow forecasting and reporting software | Holistiplan Financial Advisory Practice Tax planning software for financial advisors automating tax return analysis and client-ready reports. | |
|---|---|---|
| Overview | ||
| Category | Budgeting and Forecasting | Financial Advisory Practice |
| What it is | Business advisory and forecasting platform for accountants providing three-way forecasting and automated reporting. | Tax planning software for financial advisors automating tax return analysis and client-ready reports. |
| Pricing | ||
| Published price | $40/mo GBP | From $1,599 / yr Holistiplan lists Basic Tax at $1,599 annually and Premium Tax at $1,999 annually. Plans include a 7-day trial and scale by household count. |
| Pricing model | Tiered plans | Tiered plans |
| Free options | No free plan · Free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2014 | 2019 |
| Team size | 51-200 employees | 11-50 employees |
| Headquarters | Brighton, UK | St. Cloud, MN |