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What is Finrely?

Finrely is a cloud platform tailored for financial reporting, planning, and analysis, specifically aimed at founders, financial experts, fractional CFOs, and accounting firms. It establishes a secure, read-only link with various services like QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe, facilitating the creation of essential financial documents such as profit and loss statements, balance sheets, cash flow reports, dashboards, and board presentations. Users can explore source accounts and analytical dimensions, assess data quality metrics, formulate budgets, and craft forecasts based on various drivers while also benchmarking actual performance against projections and scrutinizing the accuracy of earlier forecasts. The Pro and Advisor subscription tiers unlock advanced functionalities, allowing users to manage multiple entities, run management consolidation (not statutory) with intercompany eliminations, perform multi-currency translation, and develop scenarios. Furthermore, the platform integrates AI capabilities that summarize changes, identify potential risks and opportunities, and address inquiries using the financial data at hand. Reports generated by Finrely can be easily exported in various formats, including PDF, XLSX, and CSV, providing users with flexibility in leveraging their financial insights. Consequently, this seamless integration along with extensive reporting features positions Finrely as an essential resource for financial professionals aiming to enhance their operational efficiency and drive informed decision-making. Ultimately, it serves as a game-changer in the realm of financial analysis, empowering users to navigate complex financial landscapes with confidence and clarity.

What is Autymate?

Autymate is an AI-powered business intelligence, reporting, and automation platform created for franchises, multi-location businesses, and accounting teams that need better financial visibility. The platform connects data from QuickBooks, POS systems, payroll, banking, CRM platforms, and other business applications into one centralized dashboard. It helps teams replace manual exports, disconnected spreadsheets, and time-consuming reporting processes with automated, real-time insights. Autymate supports financial reporting across P&L statements, balance sheets, accounts receivable, accounts payable, general ledger data, royalties, KPIs, and location-level performance metrics. Users can consolidate data across stores, departments, franchisees, regions, or business entities to compare performance and monitor trends more easily. The platform also allows teams to drill down into transaction-level details, helping finance leaders understand the source of revenue changes, cost increases, margin pressure, and operational issues. Autymate’s AI Growth Advisor helps identify profit leaks, benchmark locations, recommend improvements, track goals, and uncover opportunities for stronger financial performance. Franchise operators can use the system to automate royalty reporting, compare franchisee results, and monitor business health across the entire network. Accounting teams can use Autymate to reduce repetitive reporting work, improve accuracy, and give stakeholders faster access to trusted financial data. No-code integrations and role-based access make the platform easier to deploy across finance, operations, executives, managers, and franchise stakeholders. By combining connected data, automated reporting, AI recommendations, and multi-location performance visibility, Autymate helps businesses make faster and more informed decisions.

Media

Media

Integrations Supported

QuickBooks Online
Stripe
Xero

Integrations Supported

QuickBooks Online
Stripe
Xero
Airtable
Amazon S3
Bullhorn
Calendly
Facebook Ads
FreshBooks
Google Analytics
Google Contacts
LionDesk
PayPal
PostgreSQL
Sage 200
Salesforce
Trello
Zendesk Sell
eBay
monday AI work platform

API Availability

API Availability

Pricing Information

$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
Free Trial Offered?

Pricing Information

$75/month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Finrely

Company Location

United Arab Emirates

Company Website

finrely.com

Company Facts

Organization Name

Autymate

Company Location

United States

Company Website

www.autymate.com

Categories and Features

Financial Reporting

"What If" Scenarios
Balance Sheet
Consolidation / Roll-Up
Forecasting
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

Financial Reporting

Not specified

Franchise Management

Not specified

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