What software do I need?
Microsoft Excel desktop is required. Microsoft 365 or Excel 2021 is recommended.
Does FinReportly connect directly to my bank?
No. You export your bank transactions as a CSV file and paste them into the workbook. No live bank connection is required.
What do I receive after purchase?
You receive a blank Excel workbook, a completed demonstration workbook, a Quick Start Guide and a customer licence.
Can I use the templates with Google Sheets or Apple Numbers?
Compatibility is not guaranteed. The templates are designed for Microsoft Excel desktop.
Is FinReportly bookkeeping or tax software?
No. FinReportly supports internal management reporting and helps organise financial information. It does not replace professional bookkeeping, accounting or tax advice.
Can I use one purchase for several businesses?
Each purchase is licensed for one business. A separate licence is required for each additional business or client.
Will I receive a physical product?
No. FinReportly products are digital downloads.