Related Products
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About
Get used to generate reports and refresh data feeds from Xero and QuickBooks Online. This approach allows accountants and business owners who love data, to keep using their personally customised Excel based reporting packs. By acting as an effective platform through which data can be transferred from a spreadsheet to Xero and QuickBooks, with a single click, together with your spreadsheet as a supporting attachment, whether its a journal, an invoice, a bill, a purchase order or a bank transaction. Extend the cloud capabilities to your spreadsheet and keep using your reporting pack. No need to train your staff in other reporting packs - nothing beats Excel! Faster generation of reports applied across all your clients - reduce your costs and engage with new clients moving to the cloud. Invest in a robust reporting pack for your practice or a consolidation model for a group of companies and populate the values with a refresh using DataDear.
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About
Finrely is a SaaS financial reporting and FP&A platform for founders, finance teams, fractional CFOs, and accounting firms. It connects read-only to QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe to produce P&L, balance sheet, cash flow, dashboards, and board packs. Users can drill into source accounts and analytic dimensions, review data-quality scores, build budgets and driver-based forecasts, compare actuals with plans, and assess prior forecast accuracy. Pro and Advisor plans support multi-entity management consolidation, eliminations, multi-currency translation, scenarios, and co-branded exports. AI features summarize changes, risks, and opportunities and answer questions using connected financial data. Reports can be exported to PDF, XLSX, and CSV.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Accountant solution for businesses
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Audience
Founders, finance leads, fractional CFOs, accountants, and accounting or corporate-services firms managing financial reporting and planning for one or more businesses
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$35 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$79/month
Free plan available. Core is $49 per month at the current Early Access rate, locked for 12 months, with monthly billing and cancellation at any time; it covers 2 companies, 2 admins, and unlimited viewers. Pro is $149 per month at the Early Access rate and covers 5 companies and 5 admins. Advisor is $429 per month at the Early Access rate and covers up to 15 companies and 15 admins. Custom portfolio pricing is available for more than 15 companies.
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationDataDear
Malta
www.datadear.com
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Company InformationFinrely
United Arab Emirates
finrely.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Accounting Features
Accounts Payable
Supported
Accounts Receivable
Supported
Bank Reconciliation
Not Supported
Billing & Invoicing
Supported
Cash Management
Supported
CPA Firms
Supported
Cryptocurrency Support
Not Supported
Expense Tracking
Not Supported
Fixed Asset Management
Not Supported
Fund Accounting
Supported
General Ledger
Not Supported
Government
Supported
Multi-Currency
Supported
Nonprofits
Supported
Payroll Management
Not Supported
Project Accounting
Not Supported
Purchase Orders
Supported
Tax Management
Supported
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Integrations
QuickBooks Online
Supported
Xero
Supported
Odoo
Not Supported
Stripe
Not Supported
Zoho Books
Not Supported
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Integrations
QuickBooks Online
Supported
Xero
Supported
Odoo
Supported
Stripe
Supported
Zoho Books
Supported
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