Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Easily share and publish your financial information with your audience, allowing you to upload your Chart of Accounts, budgets, and ledgers independently, or request our assistance if needed. Visualize complex budgeting and expenditure data through a variety of charts, transitioning from high-level summaries to detailed insights for a comprehensive understanding. Track trends over time with straightforward yet robust analytics that cater to both casual users and experienced analysts alike. Users can explore data across time and account categories, with results conveniently sorted and paged by default. For localized analysis, detailed data can be exported to Excel or CSV formats, or you may choose to share report views on social media platforms. Additionally, embedding a report view into your own web pages is a seamless process. Your published reports will be accessible to thousands, so you can rest assured that scaling issues are managed effectively. This enables you to focus on what truly matters—making informed financial decisions.
Description
Reportly is a pioneering financial reporting tool tailored for small to medium-sized enterprises, providing early access to its features. It seamlessly integrates with QuickBooks Online, enabling automatic synchronization of accounting information for ongoing management reports and financial packages. By transforming ledger entries into standardized reports for stakeholders such as business leaders, owners, boards, and investors, finance teams can significantly minimize the need for manual spreadsheet work. This solution is specifically crafted for founders, accountants, controllers, finance managers, and fractional CFOs who seek regular insights into their company's performance. Users have the flexibility to generate management packs utilizing either a personalized PowerPoint template or one that aligns with their business's unique needs. Account mappings are directly linked to individual accounts, and any new or modified accounts are kept for review prior to their inclusion in a pack. Additionally, Reportly's development plans encompass features like budgeting, forecasting, and extended integrations with various accounting systems. Interested individuals are encouraged to sign up for the early-access waitlist to experience these innovative solutions firsthand. With such advancements on the horizon, Reportly aims to enhance financial reporting efficiency even further.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
QuickBooks Online
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Pricing Details
$99/month
Illustrative plans are Starter at $39/month and Growth at $99/month; Scale pricing is custom. Final tiers and prices will be confirmed at launch.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
OpenReporting
Founded
2014
Country
United States
Website
openreporting.com
Vendor Details
Company Name
Reportlyai Inc.
Founded
2025
Country
United States
Website
reportlyai.com
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
Yes
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
Yes
Income Statements
Yes
Multi-Company
No
Multi-Department / Project
Yes
Profit / Loss Statement
No
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Alternatives
Alternatives
No Alternatives