Understand the business. Plan what’s next. Share it beautifully.

A better way to manage your recurring finance work

Get a month free

Every month, it goes something like this.

Which version is final??
Board_Pack_FINAL_v7.xlsxv7
Who changed this number?
Email: RE: RE: RE: Board pack
Board_Pack_v7_final_FINAL.xlsx3 versions today
Is this signed off?
Reminder: board meeting at 9am
No wait, use the other one

Actuly is one place to run it all: synced, reviewed, approved, issued.

Cloud accounting, synced

Excel export, imported

Understand the business

Your numbers, the moment you land.

Live dashboards and a performance table you can click into, refreshed on every sync.

Plan what’s next

A forecast you can update in minutes.

Choose how each line should behave, or enter your own figures, and every report picks up the new forecast against budget.

Share it beautifully

A board pack that builds itself from the numbers.

Tables, charts and commentary drop onto the page from synced data, so nothing is retyped.

Cover page of a finished Actuly report: 2026 Budget, Home and Garden Retail Company Profit and loss overview page with a summary table, two charts and written commentary Long term trends page showing sales and EBITDA margin over time

A finished pack, exactly as the board receives it.

On time. Every month.

Stages, owners and sign-off, tracked to done, with one approved version and a full audit trail.

Your numbers, not AI’s.

Calculated by Actuly

  • Every figure from your ledger
  • Variances, ratios and cash flow
  • Full audit trail of every change

Drafted by AI, approved by you

  • Account matching during setup
  • First-draft commentary on the numbers
  • Plain English summaries you can edit

What finance teams use it for.

Monthly board pack

From close to issued pack, with sign-off on the record.

Budget and reforecast

Lock the budget, reforecast as the year unfolds, compare in every report.

Board and investor updates

The same pack every month, approved before it goes out.

Cash and working capital

Cash flow, debtor days and working capital, trended every month.

Accountants and portfolios

Every company, in one place.

Actuly is built around clients and companies, so a practice or a group runs its whole portfolio from one login.

Templates shared across companies

Build a board pack once and run it for every company, each with its own numbers and branding.

Workflows per company, one task list

Month-end stages, syncs and sign-offs scheduled for each company and tracked together.

One dashboard for everyone

Every company’s sales, growth and health on one screen, so you see who needs attention first.

Running a practice? Actuly for Accountants shows the whole portfolio view.

One plan. Priced per company.

Everything on this page for each company you add, with your first month free and nothing to pay up front.

One company

Launch offer
£99 £49 a month

Your launch price is fixed for 12 months. Excluding VAT.

  • First month free, no card, nothing to pay up front
  • Sync from Xero, QuickBooks or FreeAgent, or import from Excel
  • Dashboards, scorecard and performance views
  • Sales and margin by department, region or product
  • Rolling, budget and revised forecasts, updated every month
  • Board pack builder with AI-drafted commentary
  • Workflows, review and sign-off
Get a month free

Accountants and portfolios

Multi-company pricing
Every company you look after

The same product on each company, with the whole portfolio under one login.

  • Document templates built once, run for every company
  • Month-end workflows tracked across all of them
  • Every company’s position on one dashboard
  • Pricing agreed for the size of your portfolio

Try it free on one company first, then talk to us about pricing for your portfolio.

Get a month free Talk to us about multi-company pricing

From the blog.

How do you produce your board packs?

If the answer is a manual rebuild every month, you are carrying avoidable risk. A board pack is not just a document, it is a governance output.

4 min read

Why Spreadsheets Are Not the Problem, Uncontrolled Processes Are

Spreadsheets are flexible, useful and not going away. The real problem is the uncontrolled process around them.

4 min read

Why Rolling Forecasts Matter More Than Annual Budgets

The information you rely on to make decisions today is critical. Stop looking backwards, we can help you look forwards by making rolling forecasts part of the normal finance rhythm.

4 min read

More on the blog.

See it running on your own numbers.

Connect your accounts in minutes. Your first month is free, with no card and nothing to pay up front.

Get a month free

Prefer a walkthrough first? Tell us about your company.