Finrely Reviews & Product Details

Know where the business stands - and what needs deciding. Finrely is a reporting, planning and insights layer for founders and finance teams. Connect your accounting and payments sources and Finrely builds the full set of statements - P&L, Balance Sheet and Cash Flow - plus board packs, budgets and forecasts, for one company or a whole group. And it explains what they mean: the trends, the risks and what needs your attention. Why teams trust the numbers - A Data Quality Score tells you what's solid before you put it in front of a board. - Every line opens into the accounts and analytic dimensions behind it - by business line, cost centre, project or client - and the detail adds back to the face of the statement. - The AI reads your numbers and names what's changed, what's at risk and what to look at. It answers follow-up questions from your own books, or says the data doesn't have it. What's inside - Management reports: P&L, Balance Sheet and Cash Flow, with drill-down by account and dimension - Budgets, driver-based forecasts, scenarios and budget-vs-actual, with a score for how accurate past forecasts turned out - Management consolidation for groups: intragroup eliminations, multi-currency translation, goodwill and unrealised profit (management consolidation, not statutory) - Board Pack: a narrative with the key statements and charts, as a PDF or a shared live view for your board and investors - Excel and CSV exports of the P&L, Balance Sheet and Cash Flow - Multi-currency: each entity keeps its own currency, translated at rates that tie to the source - Admin and viewer roles - invite your team, advisors and investors Sources QuickBooks Online, Xero, Zoho Books, Odoo and Stripe, read into one model through read-only connections. Direct bank feeds are in development. Pricing The price is on the page: a free plan, and paid plans you can buy without booking a call.