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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.

Description

Zumzum Financials is an accounting application that's fully integrated and designed for small and medium-sized businesses. It offers all the functionality you need in one package for one price. It also has a fast and efficient implementation. Zumzum Financials is built entirely on Salesforce. It allows you to unify front and back offices, and improve customer service. All this without manual rekeying. All information is visible on the Account to all those who need it across all departments. This allows customers to quickly and efficiently answer any question. Foster collaboration, gain 360-degree views of your customer, and simplify finance processes. Install Zumzum Financials from Salesforce AppExchange to start your journey to a unified CRM/Finance system.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

QuickBooks Online Yes 

Integrations

QuickBooks Online 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 

Pricing Details

$45.00/month/user
Price is per user per month based on an annual pre pay subscription.
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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Reportlyai Inc.

Founded

2025

Country

United States

Website

reportlyai.com

Vendor Details

Company Name

Zumzum

Founded

2007

Country

United Kingdom

Website

www.zumzum.co.uk

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

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 No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management Yes 

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 Yes 
Vendor Management Yes 

Accounts Receivable

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

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments No 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator Yes 

Bookkeeping

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
Cash Management Yes 
Collections Yes 
Expense Tracking Yes 
Fixed Asset Management No 
General Ledger Yes 
Payroll No 
Revenue Recognition Yes 
Spend Management Yes 
Tax Management Yes 

Expense Report

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

Financial Reporting

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

Procure to Pay

Billing & Invoicing No 
Budgeting / Forecasting No 
Compliance Management No 
Contract Lifecycle Management No 
Financial Reporting No 
Integration Management No 
Inventory Management No 
Order Management No 
Vendor Management No 

Purchasing

Catalog Management Yes 
Compliance Management No 
Contract Management No 
Inventory Management Yes 
Invoice Processing Yes 
PunchOut No 
Purchase Order Management Yes 
Requisitions & Approvals Yes 
Sourcing Management No 
Spend Management No 
Supplier Management Yes 

Recurring Billing

Customer Portal Yes 
Deferred Billing No 
Discount Management No 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing Yes 
Payment Processing Yes 
Recurring Donations No 
Subscription Billing Yes 

Sales Tax

Address Validation No 
Audit Trail Yes 
Consumer Use Tax No 
Exemption Management No 
Tax Calculator Yes 
Tax Filing No 
Taxability Verification No 
Transaction Tracking Yes 
Value Added Tax (VAT) Yes 

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