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Reportly AI
Integrations

Connect Reportly to the tools you already use

Your numbers live in many systems. Reportly brings them into one. Connect your accounting platform, and your actuals flow in automatically. Consequently, every budget, forecast, and report stays current without manual exports.

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Data sources syncing into Reportly
BudgetsForecastsReportsDashboardsQuickBooksXeroBank feedsCRMReportlysync

Illustrative preview — not customer data

01

Accounting integrations

QuickBooks OnlineOur deepest integration. Sync accounts, classes, and transactions automatically.XeroConnect your Xero organization and sync actuals on a schedule.
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. Waitlist members vote on what ships first.

In progress

Xero

Two-way actuals sync, matching the QuickBooks experience.

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?

Waitlist members help 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 Xero today. More connectors are on the roadmap, and waitlist members vote on priorities.
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.
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Go deeper

QuickBooks integrationHow the connection worksQuickBooks reportingOutgrown native reportsSecurityHow your data is protected

See it on your own numbers

Reportly is in early access. Join the waitlist to get in first, with early-access pricing.

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