Board reporting software for SaaS startups
A funded startup owes its investors the same pack every month: where we stand, burn and runway against the budget, what changed. Reportly builds it from the ledger (QuickBooks Online, or Vecty) and takes ARR, customers and retention by upload or manual entry, because those live in the billing system, not in the books. The startup pack comes as a template, included in every plan; your own deck works as the template too.
Illustrative preview — not customer data
What breaks in SaaS & technology finance
The same three failures show up in almost every SaaS & technology team we talk to.
Board math lives in one fragile file
One broken formula misstates ARR to investors. Nobody notices until diligence.
Runway is a stale number
By the time the model is updated, the hiring decision has already been made.
Retention is a fundraise exercise
GRR and NRR get computed twice a year, not monthly when they could change something.
The numbers your investors ask about
Reportly builds the ledger figures from your accounting system; non-ledger figures come in by upload or manual entry and sit next to them in the pack.
SaaS finance pack
Illustrative dataThe numbers your investors ask about
- 01
Burn and runway
From the ledger, against the budget, with the 13-week cash forecast.
- 02
Revenue and gross margin
By month, in the grouping the board expects.
- 03
ARR, customers and retention
Entered or uploaded monthly, shown next to the ledger numbers.
- 04
Hiring plan against budget
With scenarios.
Why spreadsheets fail SaaS finance
Deferred revenue, cohort math, and monthly board packs punish manual work. Moreover, one broken formula can misstate ARR to investors. Reportly builds these views from your accounting system. Therefore, the numbers tie out every time.
What a month looks like with Reportly
Close the books, and the reporting takes care of itself.
The close syncs
The close syncs, the pack refreshes.
Your SaaS numbers
You enter the month's ARR, customers and retention.
The commentary
You edit the drafted commentary.
The investor update
The investor update goes out in the same format as last month.
The vocabulary, defined
Plain-English definitions of the terms this page uses. More in our glossary.
ARR
Annual recurring revenue: the normalized yearly value of your active subscriptions.
Net burn
Monthly cash out minus cash in. The number that sets your runway.
Gross revenue retention
Revenue kept from existing customers, excluding expansion. It cannot exceed 100%.
Runway
How many months your cash covers your net burn at the current rate.
SaaS FP&A FAQ
Built for how SaaS & technology really works
Every plan starts with a 14-day trial.