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Description

Regate streamlines your financial and accounting processes, providing daily time savings. Fully integrated with your accounting software, it ensures your financial records are consistently updated in real-time. The platform is specifically designed to minimize the number of tools needed, allowing accountants and finance managers to work more efficiently. Regate offers a smart, collaborative environment that simplifies everyday accounting tasks, enhances automation, and grants you greater oversight of your business operations. You can cut down processing time for invoices and payments by 90%, generate accurate accounting entries, and automate the collection of receipts. Payments can be made via SEPA transfer or directly by card without needing to access your bank. It enables you to reconcile cost management with accounting oversight on a single platform. Enjoy a comprehensive and up-to-the-minute overview of all your financial data. Additionally, equip your teams with both virtual and physical cards tailored to specific requirements and monitor all their transactions seamlessly within Regate, ensuring complete control over your financial activities.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Cegid Conciliator Yes 
NetSuite Yes 
QuickBooks Online No 
SAGE Yes 
SAP Business ByDesign Yes 
Treezor Yes 
Uniware ERP Yes 
Xero Yes 

Integrations

Cegid Conciliator No 
NetSuite No 
QuickBooks Online Yes 
SAGE No 
SAP Business ByDesign No 
Treezor No 
Uniware ERP No 
Xero No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

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 Yes 
iPad App Yes 
Android App Yes 
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) Yes 
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 Yes 

Types of Training

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

Vendor Details

Company Name

Regate

Country

France

Website

www.regate.io

Vendor Details

Company Name

Reportlyai Inc.

Founded

2025

Country

United States

Website

reportlyai.com

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms No 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management No 
Fund Accounting Yes 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting Yes 
Purchase Orders No 
Tax Management No 

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing Yes 
Client Management No 
Client Portal Yes 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Accounts Receivable

ACH Payment Processing No 
Billing & Invoicing Yes 
Check Processing Yes 
Collections Management No 
Online Payment Processing Yes 
Overpayment Processing Yes 
Partial Payments No 
Receivables Ledger Yes 
Recurring Billing Yes 

Expense Report

Approval Process Control Yes 
Invoice Management Yes 
Multi-Currency No 
Receipt Management Yes 
Reimbursement Management No 
Spend Control Yes 
Time Tracking No 
Workflow Management Yes 

Financial Management

Budgeting & Forecasting Yes 
Cash Management Yes 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting Yes 
Investment Management No 
Project Management No 
Revenue Recognition Yes 
Risk Management No 
Tax Management No 

Financial Reporting

"What If" Scenarios No 
Audit Trail No 
Balance Sheet No 
Cash Management Yes 
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
IDOS Reviews

IDOS

Digital CFO - IDOS