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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Finrely is a cloud-based platform designed for financial reporting and financial planning and analysis, catering to founders, finance professionals, fractional CFOs, and accounting firms. It establishes a read-only connection to various services such as QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe, enabling the generation of financial statements like profit and loss, balance sheets, cash flow reports, dashboards, and board presentations. Users have the capability to delve into source accounts and analytical dimensions, evaluate data quality metrics, create budgets, and develop forecasts based on various drivers while comparing actual performance against plans and analyzing the accuracy of previous forecasts. The Pro and Advisor subscription tiers offer advanced features like managing multiple entities, performing consolidations and eliminations, handling multi-currency translations, creating different scenarios, and exporting co-branded reports. Additionally, the platform incorporates AI functionalities that provide summaries of changes, highlight potential risks and opportunities, and respond to inquiries using integrated financial data. Reports generated can easily be exported in multiple formats, including PDF, XLSX, and CSV, ensuring versatility in how users can utilize their financial insights. This seamless integration and comprehensive reporting make Finrely an invaluable tool for financial professionals looking to streamline their processes.

Description

Ensure your financial information remains synchronized while effortlessly crafting budgets, conducting forecasts, and examining critical financial metrics alongside your colleagues. Modern finance teams must leverage data connectivity, adaptable planning, and in-depth insights to thrive. We are dedicated to fulfilling this promise. Our collaborative platform empowers you to create budgets and financial forecasts driven by data while automatically tracking your plans against actual performance metrics. Firmbase seamlessly connects with your current systems, granting you instant access to essential business data. This means you can eliminate data silos and save valuable time previously spent on manual tasks. We understand that your business must continuously adapt to changing circumstances. Quick responsiveness is essential; thus, Firmbase has been designed from the ground up to facilitate the creation of financial models with unparalleled flexibility in collaboration with your team. By streamlining your financial processes, we help you focus on strategic growth and decision-making.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP HR Pro No 
BambooHR No 
HiBob No 
Microsoft Excel No 
NetSuite No 
Odoo Yes 
QuickBooks Online Yes 
Rippling No 
Salesforce No 
Stripe Yes 
Workday Extend No 
Xero Yes 
Zoho Books Yes 

Integrations

ADP HR Pro Yes 
BambooHR Yes 
HiBob Yes 
Microsoft Excel Yes 
NetSuite Yes 
Odoo No 
QuickBooks Online No 
Rippling Yes 
Salesforce Yes 
Stripe No 
Workday Extend Yes 
Xero No 
Zoho Books No 

Pricing Details

$79/month
Free plan available. Core is $49 per month at the current Early Access rate, locked for 12 months, with monthly billing and cancellation at any time; it covers 2 companies, 2 admins, and unlimited viewers. Pro is $149 per month at the Early Access rate and covers 5 companies and 5 admins. Advisor is $429 per month at the Early Access rate and covers up to 15 companies and 15 admins. Custom portfolio pricing is available for more than 15 companies.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Finrely

Country

United Arab Emirates

Website

finrely.com

Vendor Details

Company Name

Firmbase

Country

Israel

Website

www.firmbase.io

Product Features

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Alternatives

Alternatives

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