Budget by department, project, team, or location.
Then roll everything into one company view.
Product
Budgeting and Forecasting Software That Stays Current
What good is a budget that's obsolete by February? Yet that's what most annual spreadsheets become. Reportly is budgeting and forecasting software for small and mid-sized businesses. It builds budgets and forecasts from live QuickBooks data, then updates them as actuals land. As a result, your plan finally matches reality. Here's what it does and how it works.
- Built for QuickBooks
- Early access
- Made by finance people
01
What is budgeting and forecasting software?
Quick answer
Budgeting and forecasting software builds your budget and projects your future numbers in one system. It replaces disconnected spreadsheets with live, linked models. Reportly drafts budgets from your history, forecasts cash and revenue ahead, and updates both automatically. Therefore, planning becomes continuous instead of annual.
02
Why budgets and forecasts belong together
Most teams keep budgets and forecasts in separate files. However, they answer two halves of one question. The budget sets the plan. The forecast tells you whether you'll hit it. When they share live data, variance becomes visible immediately. Consequently, you adjust in weeks, not quarters.
Reportly links them by design. Your budget, forecast, and actuals all draw from the same source.
03
Cash flow forecasting that updates itself
Cash problems kill more small businesses than bad products do. Nevertheless, most teams forecast cash in a fragile spreadsheet. Reportly's cash flow forecasting software fixes that. It pulls real inflows and outflows from QuickBooks automatically. Then it projects your cash position weeks and months ahead.
Moreover, the forecast refreshes as money actually moves. You see a gap coming while you can still act. For the underlying method, Investopedia's cash flow guide is a solid primer.
04
Build budgets by department, project, or scenario
Budgets should mirror how your business actually runs. Accordingly, Reportly lets you:
Run scenario planning.
Clone your base case and test best, worst, and likely outcomes side by side.
Forecast full statements.
Project the P&L, balance sheet, and cash flow, not just revenue. Our rolling forecast guide shows the modern approach.
Track variance automatically.
Plan versus actuals updates itself, and drifting lines get flagged early.
Additionally, AI drafts the first version for you. Read how AI automates budgeting for the full picture.
05
How does Reportly's forecasting software work?
Reportly connects to QuickBooks or Xero and syncs your actuals. Next, it builds driver-based models from your real history. Finally, forecasts update automatically as new data arrives. Therefore, your forecast is always current, without a rebuild.
Three steps cover the whole setup:
Connect your data.
Link QuickBooks or Xero in minutes.
AI drafts the plan.
Budgets and forecasts build from your actual numbers.
Adjust and monitor.
Change assumptions, test scenarios, and watch actuals track against plan.
06
Who is it for?
Reportly suits teams that plan seriously but lack an FP&A department. That means founders watching runway, finance leads rebuilding models every Monday, and fractional CFOs serving several clients. In short, it's budgeting and forecasting software for small business reality. Once your plan exists, our financial reporting software turns results into board-ready reports.
Built by finance people
The models follow methods a CFO or investor will recognize. Reportly's team includes a CFA and FRM charterholder.
Pricing
Reportly is in early access. Join the waitlist for early-access pricing.
$39/mo
For founders getting their first reports in place.
$99/mo
For growing finance teams that report monthly.
Custom
For multi-entity and advanced reporting needs.
Illustrative pricing — final tiers confirmed at launch.
FAQ
Budgeting and forecasting FAQ
The best budgeting and forecasting software connects to your accounting system, links budgets to forecasts, and supports scenarios. Reportly does all three, and it's built for SME teams.
Yes. Connect QuickBooks and your cash flow forecast builds and refreshes automatically. Xero works too.
Yes. Clone your base case, change assumptions, and compare outcomes side by side.
Weeks, months, or quarters. You set the horizon, and the forecast updates as time passes.
Yes. Reportly drafts your budget from historical and live data. However, you keep control of every line.
The bottom line
Planning should be a habit, not a project. Reportly gives small businesses budgeting and forecasting software that builds itself, updates itself, and reflects the real numbers. Consequently, your plan stays useful all year. Join the waitlist to try it at launch.
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