The all-in-one solution for Budgeting, Forecasting and Reporting.
ReportlyAI combines deep financial expertise with cutting-edge artificial intelligence—empowering you to budget smarter, forecast faster, and make decisions with confidence. Whether you're a startup scaling up or an established business seeking clarity, our platform gives you the tools to move beyond spreadsheets and into strategic, data-driven growth.
what we do
Empowering FP&A specialists with intelligent automation.
Across all industries, finance teams spend a large portion of their time on repetitive, manual tasks. Reportly automates these processes, enabling FP&A analysts to focus on what truly matters—strategic financial analysis and business growth.
Automated ERP Integration
Seamless integration with ERPs, CRMs, and other financial systems.
AI-powered reporting
Industry-leading reporting, ensuring top-tier financial insights and compliance.
Smart budgeting
Automated budgeting tools designed for accuracy, efficiency, and strategic planning.
Predictive forecasting
Advanced forecasting models that adapt to real-time financial data and trends.
Risk analysis & stress testing
Robust stress testing and financial simulations to mitigate risk and optimize planning.
our partners
Trusted by Partners Worldwide
all-in-one solution for FP&A
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Why Financial Planning & Analysis is Essential for Every Business
No matter the size or industry, effective FP&A is the backbone of sustainable business growth.
Without efficient FP&A processes, companies risk misallocating resources, reacting to financial challenges instead of anticipating them, and missing key opportunities for expansion. A well-structured FP&A strategy enables accurate budgeting, data-driven forecasting, and proactive decision-making—setting the foundation for long-term success.
How It Works: detailed guide
A Complete Guide to ReportlyAI
Say farewell to the torture of business plan creation! With ReportlyAI, transforming your brilliant ideas into compelling business plans is not just simple, it's revolutionary.`
Key Challenges of Poor FP&A Processes
Avoid Common Mistakes & Challenges
Slow & Inaccurate Reporting
Slow & Inaccurate Reporting
Relying on outdated spreadsheets and manual processes results in reporting delays, inconsistencies, and a lack of real-time insights for decision-making.
Unstructured Financial Planning
Unstructured Financial Planning
Relying on outdated spreadsheets and manual processes results in reporting delays, inconsistencies, and a lack of real-time insights for decision-making.
Reactive Decision-Making
Reactive Decision-Making
Without a systematic approach to financial planning, businesses struggle to align budgets with strategic goals, leading to inefficiencies and financial uncertainty.
Lack of Data-Driven Insights
Lack of Data-Driven Insights
Without AI-powered forecasting and scenario modeling, businesses miss critical insights, making financial planning more about guesswork than strategy.
Limited Scalability
Limited Scalability
Manual processes and disconnected systems create inefficiencies, making it difficult for companies to scale their financial operations effectively.
What our users say
With over 15 years of experience in financial planning and analysis, I’ve worked with many FP&A tools, but few match the level of structure and insight that Reportly delivers. The platform helped me streamline our entire budgeting and forecasting process, turning what used to be weeks of manual work into just a few focused sessions. I especially appreciate how Reportly guides you through scenario planning, variance analysis, and board-ready reporting—without the complexity of traditional enterprise systems. The financial dashboards and reports are clear, visually engaging, and investor-friendly. Reportly isn’t just another financial software—it's a decision-making companion that gives FP&A teams in SMEs a strategic edge. I highly recommend it to finance professionals who want to elevate the quality and impact of their financial planning and investor communication.
With over 15 years of experience in financial planning and analysis, I’ve worked with many FP&A tools, but few match the level of structure and insight that Reportly delivers. The platform helped me streamline our entire budgeting and forecasting process, turning what used to be weeks of manual work into just a few focused sessions. I especially appreciate how Reportly guides you through scenario planning, variance analysis, and board-ready reporting—without the complexity of traditional enterprise systems. The financial dashboards and reports are clear, visually engaging, and investor-friendly. Reportly isn’t just another financial software—it's a decision-making companion that gives FP&A teams in SMEs a strategic edge. I highly recommend it to finance professionals who want to elevate the quality and impact of their financial planning and investor communication.
Our Learning Materials
Blueprints
Data Security
Securing Your Ideas, Safeguarding Your Data
Securing Your Ideas, Safeguarding Your Data: At ReportlyAI, your trust is our priority. We ensure unparalleled protection for your business ideas and data. Our platform integrates advanced security technologies and adheres to strict international data protection standards. With ReportlyAI, experience the confidence of a secure, ethical, and compliant environment for your strategic business planning.
FAQs