In progress
Xero
Two-way actuals sync, matching the QuickBooks experience.
Connect your accounting system
Reportly reads the ledger: chart of accounts, transactions, classes and locations. It never writes to it. You authorise the connection through the provider's official flow, review the account mapping once, and the pack refreshes every month. If the chart of accounts changes, you get a re-map list.
Illustrative preview — not customer data
01
Accounting integrations
QuickBooks OnlineLive, read-only, through Intuit's official connection.NetSuiteAvailable on the Enterprise plan.VectyFor startups whose books are kept on Vecty.
Further accounting systems are coming.
02
On the roadmap
Here is what we are building next. We list a connector here only when it is committed, and we would rather show an honest roadmap than a wall of grey logos. Customer requests decide what ships first.
Next up
Bank feeds
Live cash position pulled straight from your bank accounts.
Planned
CRM & pipeline
Bookings and pipeline data feeding revenue forecasts.
Planned
Payroll
Headcount and payroll cost flowing into budgets automatically.
Exploring
ERP connectors
NetSuite, Sage Intacct, and other systems for larger teams.
Want a specific integration?
Requests set the order. Tell us what you use and we will factor it in.
Request an integration →03
How syncing works
First, you authorize the connection through the provider's official framework. Next, Reportly maps your chart of accounts once. Then data refreshes automatically. Therefore, your reports never depend on someone remembering to export.
Your credentials never pass through Reportly's servers. Additionally, all data is encrypted in transit and at rest. Read the security page for the full picture.
FAQ
Integrations FAQ
QuickBooks Online and Vecty. NetSuite is available on the Enterprise plan. Further systems are coming. QuickBooks Desktop is not planned.
No. Each connection takes a few clicks through the provider's official authorization flow.
Automatically, on a regular schedule. You can also trigger a manual refresh anytime.