Automated financial statements.
Generate your P&L, balance sheet, and cash flow on a schedule. The numbers tie out every time.
Product
Financial Reporting Software That Builds Your Reports for You
How much of your month goes to building the same reports again? For most small finance teams, the answer is days. Reportly is financial reporting software that ends that cycle. It connects to QuickBooks, pulls your live numbers, and builds your statements automatically. As a result, you get accurate P&L, balance sheet, and cash flow reports in minutes. This page explains how it works, who it fits, and what it replaces.
- Built for QuickBooks
- Early access
- Made by finance people
01
What is financial reporting software?
Quick answer
Financial reporting software turns accounting data into financial statements, dashboards, and reports automatically. It connects to your accounting system, so your P&L, balance sheet, and cash flow stay current. Consequently, finance teams skip manual exports and spreadsheet formatting. Reportly adds AI, which builds and refreshes the reports for you.
02
Why manual reporting fails growing teams
Manual reporting looks free. However, it costs you in three ways.
First, it's slow. The numbers live in a dozen spreadsheets. Therefore, month-end drags on for days. Second, it's fragile. One broken formula can silently corrupt a board pack. Third, it's stale. By the time the report ships, the data is old.
Additionally, manual work doesn't scale. A process that works at five people breaks at fifty.
8 hrssaved per month-end close
03
What you can do with Reportly
Reportly covers the full reporting cycle in one place:
Financial dashboards and KPIs.
Track margin, runway, and revenue per head on one live financial dashboard. Moreover, you can drill from any KPI to the transaction behind it.
Board and investor packs.
Produce clean, consistent board reporting without the pre-meeting scramble.
Ad hoc reporting.
Answer unplanned questions in minutes. Slice data by period, department, or account.
Month-end financial reports.
Close faster, because the heavy lifting already happened.
For internal and departmental reporting, see our dedicated management reporting software page.
04
How does financial reporting automation work?
Financial reporting automation connects your accounting system to your reports. Reportly pulls live data from QuickBooks, maps it to your statements, and refreshes everything automatically. Therefore, a report is never out of date. You review and share; the software does the assembly.
Here's the process in three steps:
Connect QuickBooks.
Reportly syncs your live books in a few clicks. No exports.
Reports build themselves.
Statements, dashboards, and KPIs generate from your real data.
Share with confidence.
Send board-ready reports to your team or investors instantly.
QuickBooks users who have outgrown native reports should also see our QuickBooks reporting page.
05
Who is it for?
Reportly fits small and mid-sized businesses that have outgrown spreadsheets. That includes founders, controllers, finance leads, and fractional CFOs. In other words, it suits teams that need enterprise-grade reporting without an enterprise rollout. If you searched for the best financial reporting software for a small business, this is built for you.
06
How is it different from spreadsheets and BI tools?
Spreadsheets need constant manual updating, and they break as you grow. BI tools are powerful, yet they need specialists and don't understand finance out of the box. Reportly sits in between. It's purpose-built financial statement reporting software, connected directly to your books. Consequently, you get finance-ready output with zero data engineering.
Your reports also follow the structures auditors and investors expect. For the underlying standards, see Investopedia's guide to financial statements and IFRS.org.
Built by finance people
Reportly's reporting logic comes from a team that includes a CFA and FRM charterholder. Therefore, the statements match what boards and investors expect to see.
With over 15 years in FP&A, few tools match the structure and insight Reportly delivers. The dashboards are clear and investor-friendly.
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
Financial reporting software FAQ
The best financial reporting software connects to your accounting system, automates statements, and provides live dashboards. Reportly does all three. Moreover, it's built specifically for small and mid-sized teams.
Yes. It pulls your data, builds your reports, and refreshes them automatically. As a result, month-end stops eating your week.
Yes. Reportly reads directly from QuickBooks. Therefore, your reports always reflect your latest numbers.
Yes. Build KPI and financial dashboards that update live, with drill-down to every transaction.
Yes. Reportly encrypts data in transit and at rest, and it never sells your information.
The bottom line
Financial reporting software should give you time back, not another system to babysit. Reportly automates your statements, dashboards, and board packs from live QuickBooks data. Consequently, you close faster and decide sooner. Join the waitlist today and be first in line at launch.
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