Actuly

Understand today. Prepare for tomorrow.

The advisory delivery platform for accounting firms.

Financial advisory is still delivered manually. Spreadsheets, ad hoc reviews, and periodic catch-ups. Most SMEs receive little or no strategic guidance until problems have already taken hold. Actuly gives accounting firms the tools to deliver consistent, scalable advisory across their entire client portfolio.

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Actuly Dashboard

Advisory, delivered consistently

Actuly connects to your clients' accounting systems and transforms financial data into structured advisory workflows - so your firm can deliver consistent guidance across every client, every month.

Monitor

Track performance across your full client portfolio. Automated reporting, scorecards and dashboards keep you up to date without chasing spreadsheets.

Identify

Spot emerging risks early - cash flow pressure, margin erosion, financial instability - before they become client crises.

Deliver

Turn insight into action with structured reports, forecasts and AI-assisted commentary. Walk into every client meeting prepared.

Scale

Deliver advisory across more clients without scaling hours. Consistent workflows replace ad hoc effort.

Company Dashboard

Company Dashboard

Complete financial overview with key metrics, trends, and AI-powered insights at a glance

Forecast Method

Flexible Forecasting

Choose from multiple forecast methods including driver-based, percentage growth, or manual entry

Manual Forecast Entry

Manual Forecast Control

Fine-tune your forecasts with intuitive manual entry and real-time scenario modeling

Performance Scorecard

Performance Scorecard

Track KPIs, financial ratios, and operational metrics with trend analysis and benchmarking

Sales Detail View

Detailed Analytics

Drill down into any metric with comprehensive charts, trends, and year-over-year comparisons

Practice Dashboard

Practice Dashboard

Manage multiple clients with a centralized view of all portfolio performance and alerts

Report Document Builder

Report Document Builder

Fully customisable reports to deliver to your clients.

Generated Insights

Generated Insights

Get actuly to generate insights to give you a starting point.

Workflows

Workflows

Workflows and tasks to help you organise your advisory delivery

Why accounting firms choose Actuly

Deliver more client value

Turn financial data into clear reporting, forecasts, scorecards and business insight. Give clients practical, timely advice beyond accounts and tax.

Make advisory scalable

Replace ad hoc spreadsheets with structured client reviews, earlier issue detection and repeatable advisory workflows across your entire client base.

Save time, improve quality

AI-assisted account matching and report commentary speed up the manual work. Spend less time preparing numbers, more time discussing actions with clients.

Insights & Resources

Stay ahead with expert guidance on financial analytics, client advisory, and accounting innovation.

Management • 5 min read

Sales Growth or Margin Growth: Which Really Matters More?

The real question isn't which is more important, but whether growth is profitable and sustainable.

Read More January 15, 2026
Analytics • 6 min read

Why Xero Reports Alone Aren't Enough for SME Decision-Making

Xero's standard reports are essential for compliance, but when it comes to running a business, they often fall short.

Read More January 14, 2026
Management • 5 min read

From Compliance to Advisory: A Fundamental Shift in Accounting

Business owners want help understanding what the numbers mean. The most valuable accountants are moving to advisory-led relationships.

Read More January 12, 2026

Read more on our blog

Ready to Transform Your Practice?

We're looking for forward-thinking accounting firms to join our early access program.

Get exclusive early access, help shape the platform, and start delivering scalable advisory to your clients - without the manual effort.

Have questions? Email us at hello@actuly.co