Connect each client's books.
Read-only, through the accounting system's official connection. The client authorises it once; Reportly never writes to the ledger.
Product
Client reporting software that delivers the same pack to every client, every month
Client reporting software is the layer a practice uses to deliver monthly financials to several companies, on top of each client's own accounting system. Reportly is built for the accountant, bookkeeping firm or fractional CFO who produces the monthly pack for a portfolio of clients: one account, every client company added at one flat price, each client seeing only its own company, and the same pack for every client, in your format or theirs.
01
The monthly routine, for every client at once
Set each pack up once.
Your practice's own format, the client's existing pack, or a pre-made pack. The account mapping is reviewed once per company and holds from then on.
Refresh every client on the same day.
Each month every pack refreshes from its own books. The commentary is drafted per client and carried forward from last month; you edit it and send.
02
What goes wrong in a practice, and what Reportly does about it
Ten clients means ten rebuilds.
The same pack is built ten times, in ten files, every month. In Reportly it is one routine on one account: every client company refreshes from its own books, in its own pack, on the same day.
"My client changed the chart of accounts and my report broke."
Mapping is tied to the account, not its name: a new, renamed or merged account lands in a re-map list before the pack is produced, and nothing goes out with an unmapped line.
The budget gets rewritten whenever the numbers look bad.
The budget stays fixed as the yardstick; the forecast is what moves, and every version keeps its date.
The cash low point is found the week it happens.
A 13-week cash forecast from each client's ledger: opening cash, open receivables and payables, payroll and known commitments.
03
Who sees what
Each client sees only its own company. Your practice sees all of them from one login, switches between companies and runs the month from one place. Users are counted as on the pricing page: three included on Reporting, more at $15 a month each.
04
What it costs, for any number of clients
The Reporting plan is $99 a month and includes the first company. Every client company after that is $59 a month, flat: two clients are $158 a month, five are $335, ten are $630. The second company and the twentieth cost the same. Each added company brings its own five report set-ups. Annual billing is 20 percent less.
05
Who it is for
The outsourced CFO or accountant with two to twenty client companies whose books are kept on QuickBooks Online (or Vecty), and the in-house finance person who runs several group companies from one seat. If you build the same pack by hand for every client, in Excel and PowerPoint, this replaces that routine.
Not for: a practice whose clients report in a parent's format, or one that wants a client portal.
FAQ
Client reporting software FAQ
Yes, to their own company only. A client user sees that company's packs and nothing else on your account; you see every company.
Yes. The pack is set up per company: your format for some, the client's own for others, a pre-made pack for the rest. Each refreshes from its own books every month.
$59 a month on Reporting, and the tenth costs the same. Your plan includes the first company; every added company brings its own report set-ups.
QuickBooks Online, live and read-only through Intuit's official connection. NetSuite is available on the Enterprise plan. Vecty for startups whose books are kept there. Further accounting systems are coming.
Pricing
The plans below are the current ones. The full comparison is on the pricing page.
$99/month
$79 a month billed yearly
One company included.
For the finance person who delivers a monthly pack: in-house, or for a portfolio of client companies.
$199/month
$159 a month billed yearly
One company included.
For the finance person who runs a budget and a forecast next to the actuals.
On quote
One company included.
For groups that consolidate, and for companies on NetSuite.
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.