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Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
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Total 5 out of 5 stars
ease 5 out of 5 stars
features 4 out of 5 stars
design 5 out of 5 stars
support 5 out of 5 stars

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What is Reportly?

Reportly is financial reporting software for small and mid-sized businesses: it connects to your accounting system and turns the ledger into monthly packs, management reports, budgets and forecasts. Most small and mid-sized companies have their bookkeeping done and their finance management not done. Missing is a monthly view of where the business stands, a plan that is tracked, and a view of the cash ahead. Where a good finance person exists, the pack is built by hand in Excel and PowerPoint, so it comes late and looks different every month. Reportly is the routine a good CFO runs, as software on top of the accounting system. Every month it delivers the finished management pack in the format you want: your own PowerPoint as the template, or a pre-made pack built for your kind of business. Mapping is tied to the account, not its name, and any new or changed account lands in a review list before the pack goes out. Commentary is drafted by AI from the numbers and carried forward to the next month; your data is never used to train models for other customers. The budget is the yardstick and stays fixed; the rolling forecast is what moves. Every pack shows actual against budget against forecast, and a 13-week cash forecast built from the ledger shows where the low point is. One account runs one company or a portfolio of client companies, with users and roles per company. Packs export to PDF, PowerPoint and Excel. Reportly is built by the team behind Hundred MS, a CFO practice that produces monthly packs, budgets and a weekly cash forecast for its own clients.

What is Reach Reporting?

Are you weary of the tedious process of remapping financial data? Reach offers financial professionals the ability to synchronize financial data directly from the source, enabling the creation of visually appealing reports for their clients. Users have the option to select from an array of pre-designed reports, dashboards, and metrics, or opt to craft their own tailored solutions. With Reach, accessibility is key, as financial reports and dashboards can be accessed seamlessly on any device. Furthermore, you can design universal reports and dashboards that cater to all your clients, with the added benefit of automatic updates. This innovative approach helps eliminate the time-consuming and often frustrating task of remapping data for financial reporting. Whether you wish to analyze data from a high-level overview or in intricate detail, viewing options are flexible. Sharing specific data has never been more straightforward, thanks to Reach Reporting’s foundation on a spreadsheet platform, which is deliberately crafted to simplify the workflow for CPAs and enhance their efficiency. Ultimately, this solution not only improves productivity but also allows financial professionals to focus more on strategic decision-making rather than data management.

Media

Media

Integrations Supported

QuickBooks Online
NetSuite

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced

API Availability

API Availability

Pricing Information

$99/month
Reporting $99 a month ($79 billed yearly), one company included. Planning $199 a month ($159 billed yearly). Enterprise on quote. Extra company $59 a month on Reporting, $99 on Planning. 14-day free trial.
Free Trial Offered?

Pricing Information

$149 per month
Free 14-day trial
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

Company Facts

Organization Name

Reportlyai Inc.

Date Founded

2025

Company Location

United States

Company Website

reportlyai.com

Company Facts

Organization Name

Reach Reporting

Date Founded

2015

Company Location

United States

Company Website

www.reachreporting.com

Categories and Features

Financial Reporting

Audit Trail
Cash Management
Consolidation / Roll-Up
Forecasting
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

Business Intelligence

Benchmarking
Budgeting & Forecasting
Dashboard
Key Performance Indicators
Performance Metrics
Profitability Analysis
Strategic Planning

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Themes
Visual Analytics
Widgets

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
Relational Display
Visual Discovery

Financial Reporting

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

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Financial Reports
Forecasting
Marketing Reports
Report Export
Sales Reports
Scheduled / Automated Reports

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