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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 Modeliks?

Modeliks offers financial and business planning software specifically designed for startups and small to medium enterprises (SMEs). This platform enables users to develop a compelling, fundable pitch deck, comprehensive business and financial plans, and insightful investor reports, all without requiring any prior experience. With guided assistance throughout the planning process, Modeliks empowers entrepreneurs to construct a professional financial model, craft an investor-ready presentation, and generate reports featuring automated dashboards. Its user-friendly interface simplifies the creation of pitch decks that attract investors, bank-approved business plans, and driver-based financial strategies, all supported by robust financial reporting tools. The Financial Forecast feature allows users to effortlessly generate sophisticated, driver-based financial plans and accompanying financial statements, catering to those with little to no financial planning background. Additionally, the Dashboard module offers extensive analysis through over 100 charts, enabling users to monitor and compare actual business performance against their plans and previous results. Users also have the flexibility to design customizable dashboards and generate one-click management reports to effectively communicate with stakeholders, ensuring comprehensive oversight of their business's financial health. Overall, Modeliks serves as an invaluable resource for aspiring entrepreneurs looking to navigate the complexities of business planning.

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Integrations Supported

QuickBooks Online

Integrations Supported

QuickBooks Accountants

API Availability

API Availability

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

$19 per month
Start package - 19$ per month
Fund package - 35$ per month
Grow package - 59$ per month
Enterprise package - 119$ per month

Yearly packages with 30% discount.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Reportlyai Inc.

Date Founded

2025

Company Location

United States

Company Website

reportlyai.com

Company Facts

Organization Name

Modeliks

Date Founded

2022

Company Location

Ireland

Company Website

www.modeliks.com

Categories and Features

Financial Reporting

Not specified

Categories and Features

Financial Reporting

"What If" Scenarios
Balance Sheet
Cash Management
Forecasting
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

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