Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Whether you are assessing liquidity, streamlining collections, or merging balance sheets from various assets, Helix analyzes numerous financial data sources, QuickBooks documents, and personalized records to deliver immediate, current reports. Are you tired of spending weeks to set up data for complex financial reports, only to repeat the process each time you need them? With Helix, you can quickly generate centralized financial reports from a variety of investments, partnerships, and accounting systems. You can establish rules to address or correct discrepancies in names, accounts, or transactions, all while ensuring data integrity through rigorous cross-checking. You only need to configure your rules once, as Helix retains this information, allowing you to generate precise, updated reports with just a click. Seamlessly integrating with your existing accounting platforms, Helix requires no changes to your current system. You can effortlessly consolidate and analyze even the most challenging financial reports, giving you the insights you need at your fingertips. With Helix, you can enhance your financial decision-making process significantly.
Description
Reportly is a pioneering financial reporting tool tailored for small to medium-sized enterprises, providing early access to its features. It seamlessly integrates with QuickBooks Online, enabling automatic synchronization of accounting information for ongoing management reports and financial packages. By transforming ledger entries into standardized reports for stakeholders such as business leaders, owners, boards, and investors, finance teams can significantly minimize the need for manual spreadsheet work. This solution is specifically crafted for founders, accountants, controllers, finance managers, and fractional CFOs who seek regular insights into their company's performance. Users have the flexibility to generate management packs utilizing either a personalized PowerPoint template or one that aligns with their business's unique needs. Account mappings are directly linked to individual accounts, and any new or modified accounts are kept for review prior to their inclusion in a pack. Additionally, Reportly's development plans encompass features like budgeting, forecasting, and extended integrations with various accounting systems. Interested individuals are encouraged to sign up for the early-access waitlist to experience these innovative solutions firsthand. With such advancements on the horizon, Reportly aims to enhance financial reporting efficiency even further.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
QuickBooks Online
Yes
AppFolio Property Manager
Yes
MRI Software
Yes
Microsoft Excel
Yes
QuickBooks Online Advanced
Yes
Integrations
QuickBooks Online
Yes
AppFolio Property Manager
No
MRI Software
No
Microsoft Excel
No
QuickBooks Online Advanced
No
Pricing Details
$240 per month
Free Trial
Yes
Free Version
No
Pricing Details
$99/month
Illustrative plans are Starter at $39/month and Growth at $99/month; Scale pricing is custom. Final tiers and prices will be confirmed at launch.
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
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Helix Reports
Website
www.helixreports.com
Vendor Details
Company Name
Reportlyai Inc.
Founded
2025
Country
United States
Website
reportlyai.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
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
No Alternatives