Automated Financial Reports
Get investor-ready financial reports delivered automatically. No more spreadsheet nightmares, last-minute scrambles, or inconsistent formatting. Professional reports generated in seconds, not hours.
What's Included
Everything you get with Finley's financial reporting service
Standard Reports
- Monthly Financial Summary with key metrics and trends
- Cash Flow Statement showing sources and uses of cash
- Profit & Loss breakdown by category
- Financial Health Score with component analysis
- Expense Category Analysis with comparisons
Advanced Reports (Pro)
- Investor Update templates with KPI highlights
- Board report format with strategic insights
- Custom date range reports
- Year-over-year and month-over-month comparisons
- Forecast vs actual variance reports
Delivery & Export
- PDF export for professional sharing
- Excel export for further analysis
- Scheduled monthly email delivery
- Shareable links with optional password protection
- White-label options for agencies (Enterprise)
Common Problems We Solve
If any of these sound familiar, Finley can help
"I spend hours every month creating financial reports"
Finley generates professional reports automatically. Upload your data once and receive consistent, well-formatted reports every month without lifting a finger.
"My reports are inconsistent and hard to compare month-to-month"
Every Finley report follows the same format with consistent metrics and calculations. Compare months easily and spot trends that inconsistent reports would obscure.
"Investors want reports I don't know how to create"
Our investor-ready templates include exactly what VCs and angels expect to see - burn rate, runway, growth metrics, and financial trends in professional format.
"I miss report deadlines because the process is so painful"
Schedule automatic report generation and delivery. Reports arrive in your inbox on the same day every month, whether you're busy or on holiday.
How It Works
From upload to insights in minutes, not weeks
Connect Your Data
Upload your financial transactions or connect your accounting software. Finley organizes and categorizes the data.
- One-time upload or ongoing sync
- Automatic categorization of transactions
- Data validation and cleaning
- Historical data import for trend analysis
Configure Your Reports
Choose which reports you want, set your preferred schedule, and customize any settings.
- Select from standard report templates
- Set monthly generation date
- Choose delivery method (email, dashboard, both)
- Add report recipients
Receive & Review
Reports are generated automatically and delivered on your schedule. Review and share with confidence.
- Reports delivered to your inbox
- Available in dashboard for on-demand access
- Export options for different formats
- Share links for stakeholders
Share & Collaborate
Share reports with your team, board, or investors. Control access and track who's viewed what.
- Secure sharing links
- Access control by recipient
- View tracking (Enterprise)
- Comments and annotations (Enterprise)
Why Choose Finley
What makes our financial reporting different
Reports in 60 Seconds
What takes hours in spreadsheets takes seconds with Finley. Generate professional reports immediately without the manual effort.
Consistent Every Time
Same format, same calculations, same quality - every single month. Build trust with stakeholders through reliable, consistent reporting.
Investor-Ready Formatting
Our templates are designed based on what investors actually want to see. Enter board meetings and investor calls with confidence.
Set and Forget Automation
Configure once, receive forever. Monthly reports arrive automatically without any ongoing effort from you.
Multiple Export Options
PDF for sharing, Excel for analysis, or share links for easy access. Whatever format your stakeholders prefer.
Historical Comparisons Built In
Every report includes context - how this month compares to last month, last year, and trends over time.
Frequently Asked Questions
Common questions about financial reporting
What reports are included?
Standard reports include Monthly Financial Summary, Cash Flow Statement, Expense Analysis, and Financial Health Score. Pro users also get Investor Update templates and variance reports. Enterprise users can create fully custom templates.
Are these reports suitable for investors?
Yes, our reports are designed to be investor-ready with professional formatting and clear metrics. They provide the financial visibility that VCs, angels, and board members expect to see.
Can I schedule automatic report delivery?
Pro users can schedule monthly reports to be generated and emailed automatically on a specific date each month. You can also generate ad-hoc reports at any time.
Can I customize the reports?
Pro users can customize date ranges, comparison periods, and select which metrics to highlight. Enterprise users can create fully custom report templates with their own branding.
What formats can I export to?
Reports can be exported as PDF (best for sharing), Excel (best for further analysis), or accessed via secure shareable links.
Can I share reports with people outside my organization?
Yes, you can create secure sharing links with optional password protection. This is perfect for sharing with investors, board members, or advisors.
Need Urgent Help?
Need a financial report for an unexpected investor meeting or board call? Generate comprehensive reports instantly, any time. Our emergency report generation works 24/7.
Response Time
Full reports generated in 60 seconds or less. Available immediately in your dashboard.
Available 24/7 for Pro users
Where We Operate
Reports adapt to your local currency and can include multi-currency operations for international businesses.
Ready to Get Started?
Try financial reporting free - no credit card required. Upgrade to Pro for unlimited access.
Free tier available • Pro from £49/month • Cancel anytime