For founders and finance teams
Know where the business stands - and what needs deciding.
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 what they mean: the trends, the risks, the opportunities - not just the numbers.
No credit card Read-only access to your accounting and payments One company or a group, multi-currency Cancel anytime
A Data Quality Score tells you what's solid before anyone else sees it
Every line opens into the accounts and dimensions behind it - by business line, cost centre, project or client
The AI reads your numbers and names what's changed, what's at risk and what to look at - it answers your follow-up questions from your own books, or says they don't have it
All you do is connect your sources - no setup project, no call. It starts working as soon as they sync
Connect your accounting and payments - one place for all of it. Direct bank feeds are in development.
Accounting
Payments
Banks
Direct bank feeds are in development. Today the cash picture comes from your accounting data and Stripe.
Finrely is an independent product that connects to these platforms to build management reporting and planning. Intuit and QuickBooks are registered trademarks of Intuit Inc. Stripe and the Stripe logo are trademarks of Stripe, Inc.
Whatever you run your books on, it's one place - not five logins
QuickBooks, Xero, Zoho Books, Odoo and Stripe - each one tagged by source and stamped with when it last synced, not folded into one anonymous number. See what's live, what's a day old, and what needs reconnecting, at a glance.
Trust that extends to your forecast. See why every forecast number is what it is, what each assumption is worth in cash, and how accurate your past forecasts have been - on your reconciled books.
Decisions are only as good as the numbers behind them
You run your business on QuickBooks or Odoo, Stripe and a couple of bank accounts - past spreadsheets, but not ready for enterprise FP&A. The numbers are scattered, and you're not always sure you can trust them.
- Numbers scattered across accounting, payment processors and bank statements
- You asked an AI chatbot to read your books - a confident answer you couldn't verify, and a different one the next day
- A number quietly stops matching your bank or your accountant's spreadsheet, and nobody notices until someone asks in the board meeting
- You're not sure the books are right, so you second-guess every report
- Finrely: every number traces back to its source, an honest score on what to trust, and an AI that says when it doesn't know - so you stop second-guessing, then plan and forecast on the same books
The real product, not a mockup
Every screen below is the live product on real data - not a mockup and not a rendering. Click a tab, or open the demo and use it yourself.
Investor-ready board pack, generated with an AI narrative.
What happened
Net new MRR accelerated to +$8.4K in April, the strongest month this year.
Why it matters
Annualized, that adds ~$100K ARR - enough to fund one more hire.
What to do
Check whether the April cohort retains before scaling spend.
Sources: Stripe MRR + QuickBooks · Confidence: High
What happened
Gross margin fell 2.1pts as COGS rose faster than revenue.
Why it matters
Two vendor categories account for 80% of the increase.
What to do
Review the two vendors before the next pricing cycle.
Sources: QuickBooks P&L · Confidence: Medium
What happened
Receivables aged past 60 days grew 95% QoQ.
Why it matters
$48K is now overdue - a real drag on cash runway.
What to do
Prioritize collections on the top 3 overdue accounts.
Sources: QuickBooks AR · Confidence: High
Beyond the statements
A dashboard surfaces the few numbers that matter this month - cash, runway, margin, MRR - plus revenue and payments analytics from Stripe alongside your accounting. Not sure if a 2.8-month runway or a 71% gross margin is good? Finrely explains every metric in plain English, shows what "healthy" looks like, and flags what needs a closer look.
How many months of cash you have left at your current burn rate.
Every number here can be checked, not just believed
A total on its own tells you nothing about whether it can be trusted. Finrely shows the work behind it - where each number came from, whether the AI is guessing, and whether your whole stack is actually covered by one model.
Every number traces back
Click through from a report line into the accounts behind it, and into the business line, cost centre or project it's tagged with, and see when each source last synced. The balance sheet balances, cash flow ties to it, and a Data Quality Score tells you what to trust before it goes to your board.
The AI says when it doesn't know
Ask it a question and every figure comes from a live query against your own data, not a guess from memory. If the answer isn't in what it just pulled, it tells you that - instead of inventing something plausible.
Your stack, not ours
QuickBooks, Xero, Zoho Books, Odoo and Stripe, read into one model - your stack, not ours. Each entity keeps its own currency, translated back at rates that tie to the source.
Board-ready when you need it - in one click
A polished pack for an investor, a bank or your board: KPI snapshot, P&L, year-over-year bridges and AI-written commentary - editable before you send, with honest caveats when data is incomplete.
See a sample Board Pack
The AI narrative on real anonymized numbers
Deeper than a dashboard, lighter than enterprise FP&A
- vs. generic AI chat: works across every source, with repeatable answers
- vs. cash dashboards: full P&L, cash flow and balance sheet - not charts only
- vs. enterprise FP&A: you switch it on yourself, and the price is on the page
- vs. a spreadsheet budget: plan and forecast on live, reconciled books - and score how accurate you were
For founders - and the people who run their finances
For founders
Understand cash, runway and what to do next - for every company you run, in the currency you think in - without living in QuickBooks.
For fractional CFOs & accountants
The same reliable reporting across every client, in one place - standardized over very different finance stacks.
For finance leads
Less time assembling packs, more time on decisions - with the data quality of every source visible.
From scattered data to decisions in five steps
Connect
Link accounting and payments via secure read-only OAuth. Get an instant Data Quality score.
Unify
Finrely brings every source into one consistent set of numbers - for each company, in any presentation currency.
See what matters - and just ask
Metrics, reports and AI insights - what's working, what's at risk, what needs attention. Then just ask, in plain language: clarify a number, dig into a recommendation, even get a quick chart - every answer grounded in your reconciled numbers.
Plan & track performance
Build a budget and a driver-based forecast on your live books - see what each assumption is worth in cash, watch actuals vs plan, and how accurate your past forecasts were.
Act & share
Make the call - and export a board-ready pack when you need it, with honest caveats.
Security you can explain to your board
Encrypted in transit and at rest
TLS in transit, encryption at rest on Supabase Postgres.
Database-level tenant isolation
Each customer's data is isolated with Row-Level Security (RLS). No data mixing between accounts.
OAuth - no passwords
We connect to your accounting and payments via OAuth. We never store your passwords.
No card data stored
Payments are processed by Stripe. We do not store card details.
No silent data mixing
Accounting and payment data are kept separate by design - each source is shown.
GDPR-ready
DPA available. SOC 2 is on our roadmap - we'll show the badge when it's real, not before.
What Finrely is worth to you
Pulling the reports together is one job. Reading them, checking them, writing the story and presenting it is another. Set who does that work and how long it takes.
Who does your finance reporting & planning?
Day-rates. Outsourced finance support ~$150-300 · in-house finance lead ~$350-500 · your own time or a fractional CFO ~$800-1,500. In the US a fractional CFO typically runs $3,000-4,500 a month for a company under $3M in revenue.
Collecting and normalizing data into P&L, cash flow and balance sheet (for each of your companies).
Interpreting and checking the numbers, finding risks/opportunities, writing the narrative / board pack and presenting it.
Building the budget, re-forecasting each month, rebuilding budget-vs-actual. The judgment stays yours - Finrely removes the assembly.
Sets which plan you'd need. More companies means more time pulling and reviewing each one's reports - reflect that in the days above. Folding them into one group report is a separate job, below, once you add a second company.
≈ $3,950 / month at your day-rate · ≈ $47,400 / year
What Finrely actually removes
Report assembly 85% · Budget mechanics 60% · Analysis & write-up 40% - the reading, the judgment and the decisions stay yours.
Pro - budgeting, driver-based forecasting and budget-vs-actual live on Pro, so your planning days count here. Core would cover reporting only.
Not planning yet? Core covers reporting from $49.
Pays for itself with about 1.2 hours of the time it saves.
This is the reporting and planning layer - Finrely doesn't replace your accountant or your finance team.
Estimate - based on typical time spent. Adjust to your numbers.
Start free. Upgrade when it pays for itself.
The price is on the page - start today without booking a call. Monthly billing, cancel anytime. Beta pricing locks for 12 months.
Start free - Data Quality Score, 24 months of history, Board Pack preview. No card required.
1 company · 1 admin · 1 viewer · 24-month history · Data Quality Score · Dashboard + reports · 3 AI insights/month · Board Pack preview · AI chat - grounded Q&A (limited)
Core
Early Access Price - locked 12 months
per month, beta
12-month price lock
- 2 companies · 2 admins · unlimited viewers
- Multi-currency
- Board Pack PDF export
- Editable export - XLSX with live formulas, CSV, and a pivot-ready data sheetnew
- → Co-branded exports - on Pro
- Full reports + drill-down
- 20 AI insights/month
- 36-month history
- AI chat - grounded Q&A
- Planning & forecasting → Pro
- Multi-entity consolidation → Pro
Pro
Early Access Price - locked 12 months
per month, beta
12-month price lock
- 5 companies · 5 admins · unlimited viewers
- Everything in Core, plus:
- Budgeting & forecasting - driver-based, scenarios, budget vs actual, forecast self-scoring
- Multi-entity consolidation - eliminations, goodwill, FX translation (management basis)new
- Co-branded exports - your logo and colour on every Board Pack and spreadsheet download
- AI insights included - fair use
- AI chat - full: custom metrics & charts
Advisor
for groups and holdings - 6 to 15 entities
per month, beta
12-month price lock
- 15 companies · 15 admins · unlimited viewers
- Everything in Pro, plus:
- Unlimited source connections
- Wide-coverage insights - 15 dimensions, 40-row matrix
- Co-branded exports - your logo and colour on every Board Pack and spreadsheet download
- Higher AI chat limits across the whole workspace
- → More than 15 companies? Custom portfolio pricing
- → Managing clients' books? The partner program is free - your clients keep their own subscriptions
Admins connect sources and manage the account - they use a plan seat. Viewers see the exact same live dashboards, reports and Board Pack and can't change anything, so your board, investors and clients cost nothing to add.
Common questions
"I built Finrely because as a CFO I was tired of finance tools that hand you a confident number with no way to check where it came from. Finrely is built on two rules: no false precision, and it shows where each number comes from. If the data is incomplete, the product says so."
From a CFO, to CFOs and founders - the Finrely founder
See what your numbers are telling you
Connect your sources, see where the business stands, and plan from the same place.
The calculator above works this out on your own numbers. Free to start, no credit card.
Start free