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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

Spotlight Reporting provides a single platform for financial reporting, forecasting and KPI tracking. Perfect for presenting to the bank, the board, or the business. Spotlight Dashboard provides a comprehensive overview of your financial situation in one page. You should focus on the metrics that are most important to you. We have the insight you need to take you services to the next level, no matter if you are new to advisory or a seasoned advisor. Our customers range from Enterprise firms to not-for-profits and use our forecasting and reporting tools to improve their business results. In just a few steps, you can upload data from your favorite bookkeeping software to create your first report. Spotlight Reporting provides reliable and flexible forecasting and reporting options, supported by a responsive Customer Support team. Get a 28-day free trial. Xero, Quickbooks, MYOB, Sage 50, Google Analytics, Excel, etc.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Xero Yes 
Desktop.com No 
Google Analytics No 
MYOB No 
Odoo Yes 
QuickBooks Online Advanced No 
Stripe Yes 
Zoho Books Yes 

Integrations

QuickBooks Online Yes 
Xero Yes 
Desktop.com Yes 
Google Analytics Yes 
MYOB Yes 
Odoo No 
QuickBooks Online Advanced Yes 
Stripe 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

$24.99 per month
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 Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Finrely

Country

United Arab Emirates

Website

finrely.com

Vendor Details

Company Name

Spotlight Reporting

Country

United States

Website

www.spotlightreporting.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

Business Intelligence

Ad Hoc Reports No 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
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 

Reporting

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

Alternatives

No Alternatives

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