General Questions
The complete financial reporting guide for SMEs
What to report, how often, and to whom: a complete financial reporting guide for SMEs, with a monthly cadence that a team of one can actually sustain.
FP&A insights for growing businesses
Guides and best practices to help small and mid-sized finance teams plan, forecast, and report with confidence.
Latest articles
General Questions
What is FP&A? A plain-English guide for founders
Financial planning and analysis explained without jargon: what FP&A does, how it differs from accounting, and why it matters pre-finance-hire.
Features and Functionality
AI forecasting: best, base, and worst cases in minutes
Scenario planning for finance: how to define best, base, and worst cases, which drivers to flex, and what AI genuinely adds to keeping them current.
Integrations & Data
Connecting QuickBooks to Reportly: a 5-minute setup
Connect QuickBooks Online to Reportly in about five minutes: authorise once, map your accounts, verify a month, and let actuals sync automatically.
Features and Functionality
Variance analysis: budget vs actual without the pain
How to run budget vs actual variance analysis: the formulas, materiality thresholds, a worked example, and turning every material gap into a decision.
Technical & Compliance
Is your financial data secure? How Reportly protects it
How Reportly protects your financial data: read-only QuickBooks access, encryption in transit and at rest, access controls, and clear exit terms.
Features and Functionality
13-week cash flow forecasting for tight runways
How to build a 13-week cash flow forecast: what goes into the model, the weekly update ritual, reading runway and the trough week, common mistakes.
Onboarding & Support
Your first month with Reportly: an onboarding checklist
Your first month with Reportly, week by week: connect QuickBooks, build a budget, run a variance report, and send a board-ready pack by day 30.
Plans & Pricing
How to think about FP&A software pricing for SMEs
What FP&A software really costs for SMEs: pricing models, dated market ranges, the fees left off pricing pages, and a simple payback formula.