About us
Welcome to ReportlyAI
Revolutionizing Financial Intelligence and Decision Making
At ReportlyAI, we set out to empower small and medium-sized enterprises (SMEs) with smart, scalable, and user-friendly financial planning tools. Our journey is defined by purposeful milestones—each designed to eliminate friction, simplify processes, and turn complex financial data into clear, actionable insights.
We are committed to equipping SMEs with next-generation financial intelligence. By combining automation, analytics, and strategic foresight, we help businesses create accurate plans, surface key insights, and make confident decisions. Together, we’re transforming how finance teams drive clarity, control, and sustainable growth.
Our Journey
At ReportlyAI, we’re building the future of financial planning and analysis—step by step, phase by phase. Every milestone in our journey reflects our mission to simplify finance for SMEs through automation, intelligence, and seamless integration.
We started with a focused goal: to automate reporting creation using a single template powered by manually uploaded data. This proof of concept demonstrated how much time and error could be eliminated with even a small step toward automation.
Next, we connected with QuickBooks to enable live financial data feeds, eliminating the need for manual uploads. This opened the door to dynamic reporting and real-time visibility into financials for small businesses.
We’re currently enhancing the platform with multiple templates, modular components, and customization options for monthly and quarterly management reports. Finance teams can tailor narratives, KPIs, and variance views to their unique needs—no more one-size-fits-all.
Our future major release will introduce collaborative budgeting, rolling forecasts, and scenario planning—all driven by smart templates and historical data insights. Finance leaders will be able to shift from reactive to proactive planning with ease.
We’ll expand beyond QuickBooks by integrating with NetSuite and other leading ERP systems. This will allow mid-market companies to fully automate actuals-to-plan comparisons, consolidate multi-entity data, and generate cross-system dashboards.
In this future phase, ReportlyAI will evolve into a real-time finance assistant. Think natural-language queries ("Why did gross margin drop last month?"), smart alerts for anomalies or trends, and AI-driven recommendations to optimize spend, cash flow, or hiring plans. It’s not just automation—it’s intelligence at your fingertips.
Vision
We envision a future where intelligent technology is at the core of every financial decision. By making advanced analysis and strategic planning tools universally accessible, we aim to empower economic growth and innovation worldwide.
Team
David combines deep financial expertise with a strong product mindset to lead ReportlyAI as both a strategic and operational force. With a background in investment banking, performance management, and financial reporting, he has consistently built solutions that bridge real-world finance challenges with intelligent automation. As CEO, David shapes the product roadmap and overall strategy—ensuring ReportlyAI delivers powerful, intuitive tools that empower SMEs to make faster, smarter financial decisions. His dual focus on execution and innovation defines the company’s mission and growth path.
Garnik brings over 15 years of experience in software engineering, architecture, and scalable system design. As CTO at ReportlyAI, he leads the development of our intelligent financial platform—ensuring it is secure, robust, and built to scale with our users' needs. With deep expertise in cloud infrastructure, data engineering, and full-stack development, Garnik transforms complex technical challenges into simple, reliable user experiences. His leadership ensures that technology is not just an enabler, but a true accelerator of finance innovation.
Narek leads ReportlyAI’s business development and growth strategy with a strong foundation in financial risk, product strategy, and capital markets. With CFA and FRM designations and a background spanning structured finance, valuation, and analytics, he brings both analytical depth and commercial insight to the role. At ReportlyAI, Narek focuses on driving strategic partnerships, shaping go-to-market plans, and aligning our solutions with the evolving needs of finance teams. His ability to connect technical innovation with real-world business outcomes is central to the company’s expansion.
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