On time. Every month.
In many companies, recurring finance processes depend on what people remember, the spreadsheet someone last updated, the Word document from last quarter, the PDF pack from the board meeting, and the latest email or chat thread. The work gets done - but it takes too much time, too much chasing and too much switching between tools. Everyone is busy, everyone is multitasking, and important finance work can easily lose focus. The result is a process that is fragile, hard to track and too dependent on individuals.
Actuly is where recurring finance work is planned, completed, reviewed, approved and issued. Each workflow connects the tasks, data, people, commentary, reports and approvals needed to get from first step to final output.
Do the finance work inside connected modules for results, budgets, forecasts, reports and lender compliance.
Produce board-ready, investor-ready and lender-ready outputs that move from draft to review, approval, lock and issue.
A look at the modules, dashboards and workflows finance teams use every period.
Complete financial overview with key metrics, trends, and AI-powered insights at a glance
Fully customisable reports to deliver to your clients.
Get actuly to generate insights to give you a starting point.
Workflows and tasks to help you organise your advisory delivery
Track KPIs, financial ratios, and operational metrics with trend analysis and benchmarking
Drill down into any metric with comprehensive charts, trends, and year-over-year comparisons
Manage multiple clients with a centralized view of all portfolio performance and alerts
Choose from multiple forecast methods including driver-based, percentage growth, or manual entry
Fine-tune your forecasts with intuitive manual entry and real-time scenario modeling
A workflow controls the process. A module provides the financial workspace. A report becomes the controlled output. Together, they turn recurring finance activity into a repeatable operating rhythm.
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.
Collect assumptions, build the budget, review versions, approve the final plan and preserve the decision trail.
Prepare consistent packs with controlled commentary, financial summaries, approvals and distribution records.
For CEOs, founders and management teams who need clearer accountability, better decision packs and more reliable finance outputs.
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.
Perspectives on finance operations, controlled reporting and how growing companies run recurring work properly.
Read more on our blog
Book a demo and see how Actuly manages monthly reporting, forecasting, budgeting, board packs and lender compliance from first task to final approved output.