Financial Reporting
Your monthly pack, finished. Your own format or a CFO-grade template, commentary drafted, the same pack every month and for every client.
Explore financial reporting software → FP&A software
FP&A software for budgeting, forecasting, and reporting.
Reportly is FP&A software on top of your accounting system, for the finance person of a small or mid-sized business. Connect the books, get the monthly pack in your own format, and keep the budget and the rolling forecast next to the actuals. For one company, or for every client you serve.
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
The finance routine a good CFO runs, as software
Bookkeeping is done. What is usually missing is the routine on top of it: where the business stands every month, a plan that is tracked, the cash ahead. Built by hand in Excel and PowerPoint it comes late, looks different every month, and gets dropped in the first busy month. Reportly runs that routine on your accounting system.
Management Reporting
One clear picture for the owner every month: what changed, where you stand against plan, the cash ahead.
Explore management reporting →Budgeting & Forecasting
A plan that holds. The budget is the yardstick, the rolling forecast moves when assumptions change, actual against both in every pack.
Explore budgeting and forecasting →QuickBooks Reporting
The report shapes QuickBooks cannot give you: budget against actuals by class and location together, your own P&L grouping, no Excel work.
Upgrade QuickBooks reporting →See it on your numbers
Connect your accounting system and see your own pack in the trial. Every plan starts with a 14-day trial.
Connected by default
Your accounting system in, the monthly pack out
Reportly sits in the middle of your financial stack. Connect once, and your actuals flow in automatically.
QB
QuickBooks Online
Vecty
NetSuite
Reportly
mapped once, refreshed every month
The monthly pack in your format
Budget against actuals
Rolling forecast and 13-week cash
See it in action
Reportly in 30 seconds
Watch how Reportly connects your accounting system and produces the monthly pack.
Why it matters
Retail
Construction
Manufacturing
Services
Why FP&A is the backbone of a growing business
FP&A is the routine a good CFO runs: where the business stands every month, a plan that is tracked, the cash ahead. Most tools that do it are built for a finance department and priced like one. Reportly is built for the finance person of a small or mid-sized business, in-house or outsourced, and for the owner who reads the pack.
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; two of its founders hold the CFA and FRM.
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 accounting system
Read-only, a few minutes, you review the account mapping once.
2
Set up the pack once
Your own PowerPoint as the template, or a pack set up the way our own CFO practice sets it up for its clients.
3
Every month it refreshes
New numbers, commentary drafted for you to edit, the same pack for every company you run. Budget, forecast and cash join it.
The status quo
What goes wrong every month
The board's P&L is not the ledger's.
Someone regroups it by hand every month. In Reportly the grouping and line order are set once per company and hold every month; the ledger is never touched.
The budget gets rewritten whenever the numbers look bad.
So nothing is ever off plan. In Reportly the budget is the yardstick and stays fixed; the forecast is what moves, and every version keeps its date.
The cash low point is found the week it happens.
Profit on paper, payroll tight. Reportly runs a 13-week cash forecast from the ledger: opening cash, open receivables and payables, payroll and known commitments.
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 FP&A software for small and mid-sized businesses. It connects to the accounting system and delivers the monthly management pack in the finance person's own format, keeps the budget and a rolling forecast next to the actuals, and shows the cash ahead. The finance person runs it, for one company or for a portfolio of clients.
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. It connects read-only, you review the account mapping once, and 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.
Produce the monthly management pack in your own format or a pre-made one, with commentary drafted for you; upload a budget and get actual against budget in the pack; export to PDF and PowerPoint, with an Excel download of the numbers. Budgeting, the rolling forecast and the 13-week cash forecast come with Planning; consolidation with Enterprise.
The budget stays the yardstick for the year. The rolling forecast takes the actuals to date plus the remaining months and is re-based every month; when an assumption changes you change it in the forecast, not in the budget. Every pack shows actual against budget against forecast.
Yes. Your data is encrypted in transit and at rest, handled under international data-protection standards, and never sold.
Reporting is $99 a month ($79 a month billed yearly) and includes one company, 3 users and 5 reports set up per company. Extra client companies are $59 a month each, the same price whatever the count. Planning is $199 a month ($159 yearly) and is coming soon. Every plan starts with a 14-day trial.