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Reportly AI
AI financial analystComing soon

Your AI financial analyst, on call

What was our margin trend last quarter? Why did software spend jump in May? Normally, those questions cost someone an afternoon. Reportly's AI financial analyst answers them in seconds, from your live data. It's coming soon, and waitlist members get it first.

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Asking the AI analyst a question
Why did software spend jump in May?Software spend rose $12.4K in May,driven by 3 new SaaS tools and 8 seatsadded to your existing plan.Answers trace to source transactionsask

Illustrative preview — not customer data

01

What is an AI financial analyst?

An AI financial analyst answers questions about your business numbers in plain English. You ask; it queries your live financial data and explains the answer. Consequently, insight stops waiting for whoever owns the spreadsheet. It works like a finance team member who never sleeps and never guesses.

02

What you'll be able to ask

  • “How does this month's burn compare to plan?”

  • “Which department drove the overspend?”

  • “What happens to runway if we hire two engineers?”

  • “Summarize last quarter for the board in five bullets.”

Every answer draws on the same live data behind your reports and forecasts. Therefore, the numbers always agree with your dashboards.

03

What it won't do

Honesty first. The analyst explains your numbers; it doesn't set your strategy. Additionally, every figure it cites is traceable to source transactions. No black boxes, and no invented numbers.

FAQ

AI financial analyst FAQ

It's in development now. Waitlist members get early access first.
No. Your data answers your questions only.
Pricing details arrive with early access.

Be first when this ships

Reportly is in early access. Join the waitlist to get in first, with early-access pricing.

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