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 early-access financial reporting software for small and mid-sized businesses. It connects to QuickBooks Online and syncs accounting data for recurring management reports and financial packs. Finance teams can turn ledger data into consistent reports for business leaders, owners, boards, and investors, reducing manual preparation in spreadsheets. The product is designed for founders, accountants, controllers, finance managers, and fractional CFOs who need a regular view of company performance. Users can create management packs from a custom PowerPoint template or a business-specific template. Account mappings are linked to individual accounts, with new or changed accounts held for review before inclusion in a pack. Reportly's roadmap includes budgeting, forecasting, and broader accounting-system integrations. Prospective users can join the early-access waitlist.

Pricing

Starting Price:
$99/month
Pricing Details:
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:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Reportlyai Inc.
Founded: 2025
United States
reportlyai.com

Videos and Screen Captures

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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?
Q: What languages does Reportly support in their product?
Q: What kind of support options does Reportly offer?
Q: What type of training does Reportly provide?
Q: Does Reportly offer a free trial?
Q: How much does Reportly cost?

Reportly Product Features

Financial Reporting

Audit Trail Not Supported
Balance Sheet Not Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
Multi-Department / Project Not Supported
Multi-Company Not Supported
Profit / Loss Statement Not Supported
Income Statements Not Supported
Cash Management Not Supported
"What If" Scenarios Not Supported
General Ledger Not Supported