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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 OpenReporting?

Effortlessly disseminate and broadcast your financial details to your audience by independently uploading your Chart of Accounts, budgets, and ledgers, or by requesting our expert help if necessary. Transform intricate budgeting and spending data into understandable visual formats through an array of charts, allowing for a smooth transition from overarching summaries to in-depth insights that promote a thorough comprehension. Monitor trends over time with user-friendly yet powerful analytics that appeal to both novice users and seasoned analysts. Users can dive into data segmented by time and account categories, with results conveniently organized and paged by default for easy navigation. For in-depth analysis, detailed data can be exported in Excel or CSV formats, and sharing report views on social media is also an option for broader reach. Furthermore, incorporating a report view into your own web pages is a straightforward endeavor. Your published reports will reach a wide audience, ensuring that any scaling challenges are effectively handled. This allows you to concentrate on what truly counts—making well-informed financial decisions while engaging with your audience dynamically. By fostering this connection, you enhance the relevance and impact of your financial insights.

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Media

Integrations Supported

QuickBooks Online

Integrations Supported

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

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard 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

OpenReporting

Date Founded

2014

Company Location

United States

Company Website

openreporting.com

Categories and Features

Financial Reporting

Not specified

Categories and Features

Financial Reporting

Balance Sheet
General Ledger
Income Statements
Multi-Department / Project

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