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features
design
support

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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

Unify your planning and consolidation data on a single platform to speed up planning cycles and enhance the accuracy of your budgets and forecasts. By involving all levels of the organization in the planning processes, you can boost visibility and accountability across the enterprise. With in-context and sophisticated analytics, you can examine data seamlessly within the application, allowing for immediate insights without relying on external business intelligence tools. Your business operations can be planned in detail across various domains such as revenue, expenses, operations, and workforce, all within the same platform that supports Longview Close, Longview Tax, and Longview Transfer Pricing. The modeling capabilities are both flexible and dynamic, designed to adapt to current and future needs, ensuring a future-proof approach. Ditch outdated planning applications that rely on error-ridden spreadsheets and cumbersome calculation scripts, along with their obsolete user interfaces. Manage extensive data collection with real-time processing capabilities through a scalable, cloud-native architecture that grows with your business. Ultimately, this comprehensive solution empowers organizations to make informed decisions faster and more effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 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) Yes 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Finrely

Country

United Arab Emirates

Website

finrely.com

Vendor Details

Company Name

insightsoftware

Founded

1993

Country

Canada

Website

www.longview.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

Budgeting

"What If" Scenarios Yes 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking Yes 
Version Control Yes 

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Financial Reporting

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

Alternatives

Alternatives