Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Developing precise and efficient financial plans and forecasts for group enterprises involves rapid, accurate planning that adapts to the evolving needs of your business. Many current solutions lack the necessary flexibility, and the pre-designed content often proves challenging to tailor, leading organizations to face difficulties in standardizing and integrating intricate corporate planning processes across various divisions, product lines, or departments belonging to different legal entities. IDL Forecast addresses all your needs for swift and precise financial planning and forecasting on a group-wide scale by merging planning and consolidation models, thus establishing a unified source of truth that supports ongoing planning throughout the year. Consequently, it is no surprise that 81 percent of clients utilizing consolidation features choose to implement IDL software for their financial planning as well, further demonstrating its effectiveness and reliability. With IDL Forecast, organizations can not only streamline their financial processes but also gain the insights necessary for strategic decision-making.
API Access
Has API
No
API Access
Has API
No
Integrations
Odoo
Yes
QuickBooks Online
Yes
Stripe
Yes
Xero
Yes
Zoho Books
Yes
Integrations
Odoo
No
QuickBooks Online
No
Stripe
No
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
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
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Finrely
Country
United Arab Emirates
Website
finrely.com
Vendor Details
Company Name
insightsoftware
Founded
1993
Country
Canada
Website
insightsoftware.com/idl/idl-forecast/
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
Product Features
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
No
Dynamic Modeling
No
Exception Reporting
No
Graphical Data Presentation
No
Modeling & Simulation
No
Performance Metrics
No
Sales Trend Analysis
No
Statistical Analysis
No