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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

InfluenceKit enhances sponsorship revenue by showcasing your value through stunning, automatically refreshed reports that your sponsors will appreciate, setting you apart from the competition. Generate impactful and dynamic reports in just a few minutes. Craft polished reports that monitor every campaign deliverable across your favorite platforms, ensuring they are always current. Given that your content continuously evolves, it’s essential for your reports to reflect that change as well. Our reports are designed to stay updated indefinitely. Have an old piece of content that suddenly gained traction? We can handle that. Need to generate reports on previously published content? Consider it done. Creating reports takes mere minutes; if you can copy and paste, you’re already equipped to make a report—high five! Co-branding is also a feature, allowing your reports to feature both your logo and that of your sponsors, enhancing your professional image and ensuring you don’t come across as someone juggling daily chaos while multitasking. With InfluenceKit, your reporting becomes a seamless integration of professionalism and effectiveness, making each presentation a testament to your expertise in the sponsorship arena.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWeber No 
ActiveCampaign No 
Facebook No 
Google Analytics No 
Instagram No 
Kit No 
Mailchimp No 
Odoo Yes 
Pinterest No 
QuickBooks Online Yes 
SendFox No 
Stripe Yes 
X (Twitter) No 
Xero Yes 
YouTube No 
Zoho Books Yes 

Integrations

AWeber Yes 
ActiveCampaign Yes 
Facebook Yes 
Google Analytics Yes 
Instagram Yes 
Kit Yes 
Mailchimp Yes 
Odoo No 
Pinterest Yes 
QuickBooks Online No 
SendFox Yes 
Stripe No 
X (Twitter) Yes 
Xero No 
YouTube Yes 
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 Yes 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Finrely

Country

United Arab Emirates

Website

finrely.com

Vendor Details

Company Name

InfluenceKit

Founded

2018

Country

United States

Website

www.influencekit.com

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

Reporting

Customizable Dashboard Yes 
Data Source Connectors Yes 
Drag & Drop Yes 
Drill Down Yes 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports Yes 
OLAP No 
Report Export Yes 
Sales Reports Yes 
Scheduled / Automated Reports No 

Alternatives

Alternatives