Audience
The finance person of a small or mid-sized business with real books: an outsourced CFO or accountant running a portfolio of client companies, or the in-house accountant, controller or finance manager. The owner, the board or the investors read the pack.
About Reportly
Reportly is financial reporting software for small and mid-sized businesses: it connects to your accounting system and turns the ledger into monthly packs, management reports, budgets and forecasts.
Most small and mid-sized companies have their bookkeeping done and their finance management not done. Missing is a monthly view of where the business stands, a plan that is tracked, and a view of the cash ahead. Where a good finance person exists, the pack is built by hand in Excel and PowerPoint, so it comes late and looks different every month.
Reportly is the routine a good CFO runs, as software on top of the accounting system. Every month it delivers the finished management pack in the format you want: your own PowerPoint as the template, or a pre-made pack built for your kind of business. Mapping is tied to the account, not its name, and any new or changed account lands in a review list before the pack goes out.
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Pricing
Starting Price:
$99/month
Pricing Details:
Reporting $99 a month ($79 billed yearly), one company included. Planning $199 a month ($159 billed yearly). Enterprise on quote. Extra company $59 a month on Reporting, $99 on Planning. 14-day free trial.
Free Trial:
Free Trial available.
Integrations
Company Information
Reportlyai Inc.
Founded: 2025
United States
reportlyai.com
Videos and Screen Captures
Monthly management pack, cover page
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Online
Reportly Frequently Asked Questions
Q: What kinds of users and organization types does Reportly work with?
Reportly works with these users and organization types: Mid Size Business and Small Business.
Q: What languages does Reportly support in their product?
Reportly supports these languages: English.
Q: What kind of support options does Reportly offer?
Reportly offers support via online.
Q: What other applications or services does Reportly integrate with?
Reportly integrates with: NetSuite and QuickBooks Online.
Q: What type of training does Reportly provide?
Reportly provides training in the form of documentation and live online.
Q: Does Reportly offer a free trial?
Yes, Reportly offers a free trial.
Q: How much does Reportly cost?
Pricing for Reportly starts at $99/month.
Q: What pricing for support is available for Reportly?
Reportly offers support included with purchase.
Reportly Product Features
Financial Reporting
Audit Trail
Supported
Cash Management
Supported
Consolidation / Roll-Up
Supported
Forecasting
Supported
Income Statements
Supported
Multi-Company
Supported
Multi-Department / Project
Supported
Profit / Loss Statement
Supported
"What If" Scenarios
Not Supported
Balance Sheet
Not Supported
General Ledger
Not Supported
