Recurring finance work, built directly from your accounts in minutes.

On time. Every month.

One place to manage the finance workflows your company runs every month, quarter and year

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Dashboards and Performance

Your numbers, at a glance.

Every company lands on a live dashboard: KPIs, trends and a performance table you can interrogate. Click any line and the story behind the number opens up - no exports, no digging.

The company dashboard: KPIs and trends, refreshed on every sync.

KPIs the moment you land

Sales, EBITDA and cash with vs-budget deltas, straight from the latest sync. No building, no refresh button.

Trends built in

Monthly bars and trailing-twelve-month views for the measures that matter, always current.

The same view for every company

Each company gets the same live dashboard, so every review starts from the same place.

Scorecards keep every KPI honest.

Profitability, growth, efficiency, liquidity: each area is rated against industry thresholds, so one glance tells you where to look next.

  • Rated Good, Moderate or Weak against industry thresholds.
  • Every measure trended, updated on each sync.
  • Comparable across every company you manage.
Company scorecard with rated KPI categories

Click any line

Every number in the performance table opens up. The chart, the trend and the story sit one click behind the figure.

TTM with the forecast tail

The detail view shows the trailing twelve months and where the forecast takes it next.

No exports, no digging

Interrogate the numbers where they live, rather than rebuilding them in a spreadsheet.

Click any line in Performance for the chart behind the number.

Reports

From synced accounts to a board-ready document.

The document builder assembles your monthly reporting pack from the numbers already synced from Xero, QuickBooks or FreeAgent. Pick a block, choose a comparison, and the table or chart lands on the page - built from real figures, never retyped.

Build with blocks

Text, charts, P&L, cash flow, balance sheet, key metrics, scorecards and trends. Assemble a full reporting pack in minutes, not evenings.

Compare to budget instantly

Drop in a P&L against budget, prior year or your revised forecast. Every column is calculated from synced data, so variances are always current.

Chart any line

Pick Sales and Cost of Sales and get a live chart from the same numbers as your tables. Change the source data once and everything refreshes.

AI commentary, approved by you

AI drafts the narrative around figures it is handed, never figures it invents. You review and approve every word before the pack is issued.

Document builder editing a cash flow report with charts and text blocks

Build the pack page by page: text, tables and charts in one editor.

Generate Text dialog drafting AI commentary from financial data

AI drafts the commentary from your numbers. You approve every word.

Forecasting

Forecasts that build themselves.

Start from your actuals and choose how each line should behave: average plus growth, prior year, prior month or your own figures. Change the method and the forecast redraws instantly - accept it and every report picks it up.

Pick a method per line and watch the forecast redraw.

Method-driven, line by line

Every line can forecast its own way: average plus growth, prior year plus growth, prior month plus monthly growth, or figures you enter yourself.

Rolls forward on every sync

As each month closes, actuals replace the forecast automatically, so the plan always starts from what really happened.

Budgets and revised forecasts

Lock the budget, then reforecast against it as the year unfolds. Variance columns across your reports pick up whichever you choose.

Straight into your reports

Accepted forecasts flow into dashboards, performance views and the document builder: results vs budget, no rekeying.

Have your own forecast prepared? No problem. Enter a manual forecast and use your exact numbers.

Forecast against budget

Forecast and budget side by side across the year.

Forecast method selection

Choose the method per line, or enter your own figures.

Workflows

The same controlled process, every month.

Workflows run your recurring finance processes: who does what, by when, with reviews and sign-off built in. When the last task completes, the report is approved, locked and shared.

Stages, owners and due dates

Define the sequence once: data sync, matching, review, approval. Every month runs the same way, whoever is doing it.

Scheduled from your year ends

Anchor schedules to the calendar, a year end or a quarter end, and jobs are created automatically for every company.

Reviews and sign-off in one place

Comments, requests and approvals live on the job, not in email threads. Everyone can see what is done and what is waiting.

Approve, lock, share

When it is signed off, the report locks and goes to the right stakeholders, with the audit trail preserved.

Monthly close job with completed and awaiting tasks across stages

Every job runs the same stages: what is done, what is waiting, who is next.

Job review stage with linked document and comment thread

Reviews and comments live on the job, not in email threads.

AI in Actuly

Calculated figures. AI assisted commentary.

Every figure in Actuly comes from your accounting data, processed through defined calculations every time - never generated by AI. AI is used to speed up the work around the numbers: matching accounts during setup, drafting starter insights, and writing first-pass commentary you can edit before issuing.

Calculated by Actuly
  • Every figure from your accounting data
  • Variances, ratios and movements
  • Cash flow and working capital
  • Forecast outputs from your drivers
  • Full audit trail of every change
AI-assisted
  • Account matching during setup
  • Starter insights on results
  • First draft commentary on variances
  • Plain English summaries you can edit
Figures are deterministic and auditable. Anything AI drafts is editable, and reviewed before it's issued.

From numbers to narrative

Turn variances, ratios and movements into clear explanations for boards, lenders, investors and management teams.

Speeds up the manual work

Account matching during setup. Starter insights on results. First draft commentary on variances and movements. AI accelerates the busywork without owning the substance.

Your numbers stay yours

Figures come from your accounting data through defined calculations - never invented by AI. The numbers are auditable; AI only shapes the language around them.

Recurring finance workflows

The finance workflows every growing company needs to control.

Reporting

Monthly management reporting

Move from data sync to board pack with commentary requests, variance review, approvals and issue control.

  • Results vs budget
  • Commentary collection
  • Board pack approval
Planning

Annual budgeting

Collect assumptions, build the budget, review versions, approve the final plan and preserve the decision trail.

  • Budget assumptions
  • Version control
  • Approval history
Compliance

Lender and covenant compliance

Monitor covenant headroom, prepare lender reporting packs and manage compliance submissions before deadlines.

  • Covenant headroom
  • Lender reporting
  • Warnings on breaches
Planning

Rolling forecasting

Refresh actuals, update drivers, review outlook changes and approve the latest forecast with a clear record of assumptions.

  • Forecast drivers
  • Scenario review
  • Approved outlook
Governance

Board and investor updates

Prepare consistent packs with controlled commentary, financial summaries, approvals and distribution records.

  • Board packs
  • Investor updates
  • Approval history
Performance

Business performance review

Review performance, stability, cash flow, working capital and key ratios through a structured review workflow.

  • Performance review
  • Cash and working capital
  • Action tracking
For accountants and advisors

Running advisory for a client portfolio? Actuly is for you too.

Actuly also powers accounting firms delivering scalable advisory across their client base - with structured workflows, consistent reporting, AI-assisted commentary and a shared platform for every client.

Advisory workflows
For accounting firms
Forecasting & planning
For accounting firms
Monthly reporting
Client management packs
Replace spreadsheet reporting
Move beyond Excel
Report sharing
Client collaboration

Insights & Resources

Perspectives on finance operations, controlled reporting and how growing companies run recurring work properly.

Workflows • 4 min read

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.

Read More July 14, 2026
Workflows • 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.

Read More July 7, 2026
Workflows • 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.

Read More June 30, 2026

Read more on our blog

Discover how Actuly gives recurring finance work a proper operating system.

Book a demo and see how Actuly manages monthly reporting, forecasting, budgeting, board packs and lender compliance from first task to final approved output.