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What is Reportly?

Reportly stands out as a groundbreaking financial reporting solution designed specifically for small to medium-sized businesses, offering early access to its innovative features. The tool integrates effortlessly with QuickBooks Online, allowing for the automatic updating of accounting data to produce continuous management reports and financial packages. By converting ledger entries into uniform reports for various stakeholders, including business leaders, owners, boards, and investors, finance teams can greatly reduce the reliance on manual spreadsheet processes. This platform is tailored for founders, accountants, controllers, finance managers, and fractional CFOs who desire consistent insights into their organization's performance. Users can create management packs using either a custom PowerPoint template or one designed to fit their business's specific requirements. Account mappings are directly associated with individual accounts, ensuring that any alterations or new accounts are thoroughly reviewed before being included in a pack. Furthermore, Reportly’s roadmap includes upcoming enhancements like budgeting, forecasting, and broader integrations with different accounting systems. Those interested in exploring these pioneering tools are invited to join the early-access waitlist to witness these innovations firsthand. With such promising developments in progress, Reportly is dedicated to further improving the efficiency of financial reporting for its users. As the platform evolves, it aims to empower finance professionals with even greater capabilities to drive their business success.

What is Epicor Financials?

Epicor Financials empowers organizations by streamlining and automating every aspect of their financial activities. By integrating add-on modules from top industry providers, businesses can enhance their accounting and finance operations, enabling teams to work more effectively. Additionally, tools for business intelligence and financial planning facilitate easier reporting and improved decision-making processes. Keeping your system up-to-date in the cloud not only modernizes operations but also ensures robust security. -Enhance both financial and operational planning across various departments. Facilitate connections to diverse data sources to minimize silos. Prioritize workflow automation to boost efficiency and productivity. -Foster greater collaboration between Finance and Accounting teams. Broaden your business's reach on a global scale. With these advancements, organizations can better respond to dynamic market demands.

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Integrations Supported

QuickBooks Online

Integrations Supported

Epicor BisTrack
Epicor CRM
Epicor Commerce
Epicor ECM
Epicor ECM AP Automation
Epicor Kinetic
Epicor Tax Connect
Lockstep

API Availability

API Availability

Has API

Pricing Information

$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 Offered?

Pricing Information

$13/user monthly (SaaS)
Pricing depends on total users

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Reportlyai Inc.

Date Founded

2025

Company Location

United States

Company Website

reportlyai.com

Company Facts

Organization Name

Epicor Software

Date Founded

1972

Company Location

United States

Company Website

www.epicor.com

Categories and Features

Financial Reporting

Not specified

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Expense Tracking
Fixed Asset Management
General Ledger
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
General Ledger Entry
Vendor Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Financial Analytics

Not specified

Financial Close

Not specified

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Project Management
Revenue Recognition
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Fixed Asset Management

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

General Ledger

Not specified

Project Accounting

Not specified

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