Financial Reporting
Generate P&L, balance sheet, cash flow, and KPI reports automatically. Board-ready, every time.
Explore financial reporting software → AI FP&A software
AI FP&A software for budgeting, forecasting, and reporting.
Reportly AI is AI-powered FP&A software for small and mid-sized businesses. Connect QuickBooks, turn your actuals into board-ready reports, and build a forecast in an afternoon instead of three weeks. No spreadsheets required.
Actuals YTD
$4.18M
Forecast EOY
$9.42M
vs Budget
+6.4%
Trusted by finance teams worldwide
WaterlokPartner
Noyan TapanPartner
ArmBusinessBankPartner
NolanPartner
ENAPartner
V-SquarePartner
NearsolPartnerThe platform
One FP&A platform for budgeting, forecasting, and reporting
Finance teams lose hours every month to manual data pulls and spreadsheet cleanup. Reportly’s FP&A tools do that part for you, so your time goes to the work that moves the business.
Management Reporting
Give every department head a clear monthly pack and live dashboard, rolled up into one company view.
Explore management reporting →Budgeting & Forecasting
Build budgets and cash flow forecasts from live data, test scenarios, and catch overspend early.
Explore budgeting and forecasting →QuickBooks Reporting
Outgrown QuickBooks' native reports? Get custom reports, consolidated views, and board packs from your QB data.
Upgrade QuickBooks reporting →See it on your numbers
Join the waitlist and be first in line when Reportly opens up.
Connected by default
Your systems in, board-ready output out
Reportly sits in the middle of your financial stack. Connect once, and your actuals flow in automatically.
QB
QuickBooks Actuals sync automatically
ERP systems NetSuite, SAP, Dynamics
CRM & pipeline Revenue and bookings
Bank feeds Live cash position
Reportly AI
models build themselves
Budgets By department or project
Forecasts Best, base, worst case
Reports P&L, balance sheet, cash flow
Dashboards Live, drill to transaction
See it in action
Reportly in two minutes
Watch how Reportly connects QuickBooks, builds your models, and produces board-ready reports.
Why it matters
Retail
Construction
Manufacturing
Services
Why FP&A is the backbone of a growing business
FP&A stands for financial planning and analysis: how you decide where the money goes. Done well, it tells you which products earn their keep, when cash is going to get tight, and whether you can afford the next hire. Done in a spreadsheet someone forgot to update, it leaves you reacting to problems you could have seen coming.
Most FP&A tools were built for enterprises, with enterprise price tags and rollouts to match. Reportly is an FP&A platform sized for the rest of us: it gives a small team the kind of financial planning and analysis that used to take a finance department of ten.
Time to build a forecast
Spreadsheets, by hand~3 weeks
With Reportly1 afternoon
10×faster planning, for a team of one.
Three steps
How Reportly works
1
Connect your data
Link QuickBooks and your other systems. Reportly pulls your actuals in automatically.
2
Let AI build the models
Budgets, forecasts, and reports build themselves from your real numbers.
3
Decide with confidence
Review board-ready dashboards, test scenarios, and share them with your team or investors.
The status quo
The cost of slow, manual FP&A
Slow, error-prone reporting
Month-end drags because the numbers live in a dozen spreadsheets. By the time the report's ready, it's stale.
Budgets that don't reflect reality
A static annual budget is out of date by February. Without live actuals, you're planning against numbers that no longer exist.
Reacting instead of planning
When you can't see what's coming, you learn about cash gaps and overspend after they happen, not before.
Guesswork instead of data
No scenario modeling means the big calls get made on gut feel. Sometimes that works. Often it doesn't.
Processes that break as you grow
Manual work that's fine at five people falls apart at fifty. Disconnected tools don't scale with you.
There’s a better way to plan.
See how Reportly fixes this →Proof
What finance leaders say
★★★★★
“With over 15 years in FP&A, I’ve worked with a lot of tools, but few match the structure and insight Reportly delivers. It turned weeks of manual budgeting and forecasting into a few focused sessions, and it walks you through scenario planning, variance analysis, and board-ready reporting without the weight of an enterprise system. The dashboards are clear and investor-friendly. For an SME finance team, it’s a real strategic edge.”
Marina Leskina, MBAHead of FP&A, Director · LinkedIn ↗
Free to use
Free FP&A templates and playbooks
Download ready-made templates for budgets, forecasts, monthly reporting packs, and cash flow, with step-by-step playbooks for running each one.
Browse templates →Security
Your financial data, kept secure
Your books are sensitive, and we treat them that way. Encrypted in transit and at rest, handled under international data-protection standards, and never sold.
Encrypted International standardsSOC 2 in progress
Questions
Frequently asked questions
Reportly is AI-powered FP&A software for small and mid-sized businesses. It automates budgeting, forecasting, and financial reporting by connecting to your accounting system and building your models from real data.
FP&A software handles financial planning and analysis: budgeting, forecasting, reporting, and scenario modeling in one system. It replaces the disconnected spreadsheets most teams use. Reportly is an FP&A solution built specifically for small business, not a scaled-down enterprise system.
Yes. Connect QuickBooks in a few clicks and your actuals sync automatically, so your budgets, forecasts, and reports always reflect your latest numbers.
Spreadsheets need constant manual updating and break as you grow. Reportly pulls your data in automatically, keeps every report current, and lets you model scenarios without rebuilding formulas.
Yes. It's built for small and mid-sized teams, including those without a dedicated FP&A function, and it scales as you grow.
Build budgets, roll forecasts forward, generate P&L, balance sheet, and cash flow reports, run variance analysis, and prepare board- and investor-ready dashboards.
Reportly analyzes your historical and live actuals to project future performance, then updates those forecasts automatically as new data comes in.
Yes. Your data is encrypted in transit and at rest, handled under international data-protection standards, and never sold.
Join the waitlist for early-access pricing. We'll share plans with you before launch.
Ready to close the books faster?
Join the waitlist and be first in line when Reportly opens up.