Frequently Asked Questions

Features and Functionality

What can I do with ReportlyAI?

You can:

  • Consolidate data from ERPs, CRMs, and spreadsheets

  • Automate monthly, quarterly, and board reporting

Build dynamic forecasts and budgets

Run variance and trend analyses

Test what-if scenarios and stress test assumptions

Create intuitive dashboards for stakeholders

General Questions

How does ReportlyAI improve decision-making?

We provide real-time visibility into your financial performance, help you test different scenarios, and surface key trends early. That means faster, more confident decisions—backed by data.

What makes ReportlyAI different?

ReportlyAI is your intelligent FP&A co-pilot—built to help small and medium businesses automate financial planning, forecasting, budgeting, and management reporting. It simplifies complex workflows and empowers faster, data-driven decisions.

What is ReportlyAI?

ReportlyAI is your intelligent FP&A co-pilot—built to help small and medium businesses automate financial planning, forecasting, budgeting, and management reporting. It simplifies complex workflows and empowers faster, data-driven decisions.