Reporfy

Reporfy is an AI-powered platform designed for creating, sharing, and interacting with reports seamlessly. Its primary function is to strea...

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What is Reporfy?

Reporfy is an AI-powered SaaS platform that transforms static reports into dynamic, visual narratives that tell stories driving action and progress. It helps modern teams design, create, and share beautiful reports effortlessly by turning complex data chaos into actionable insights. The platform offers visual reporting dashboards, beautiful report templates for different departments and industries, and an intuitive drag-and-drop interface that requires no coding skills.

Key features include AI-driven report generation with auto-generated templates and automatic summaries, Reporfy Copilot (an AI analyst that answers questions and adds items), visual data storytelling tools, real-time collaborative report building, asynchronous collaboration workflows, threaded comments and feedback within reports, KPI tracking dashboards, and integrations with data sources like Google Analytics, CRM systems, spreadsheets, and communication platforms like Slack. The platform organizes data clearly while highlighting key performance indicators to help teams make informed decisions.

Reporfy is designed for startups to large enterprises, including founders, marketers, entrepreneurs, project managers, and teams that need to share project progress with team members, investors, or stakeholders. It's particularly valuable for remote and asynchronous work environments, helping companies keep everyone informed and engaged through interactive, visual reports that simplify updates. The tool serves departments across marketing, finance, operations, and project management who need to craft data-driven reports with ease.

The platform emphasizes a balanced approach that blends the power of numbers with the art of storytelling, going beyond just metrics to support collaboration, decision-making, and growth. Reporfy was founded by serial entrepreneurs Pablo M. Lozano and Laura Bernini, who bring expertise from launching successful ventures including an app featured by Apple as 'Best New App' in over 40 countries.

Reporfy pricing

Pricing model: Free

Reporfy offers a 14-day free trial for all plans. The Scale plan costs €20 per user per month when billed annually (€24 billed monthly). The plan includes unlimited workspace members. Pricing is per user, per month. The platform offers a discount for yearly payment compared to monthly billing. No separate free tier is mentioned beyond the 14-day trial.

Reporfy pros

  • AI-powered report creation with smart templates and automatic summaries
  • Reporfy Copilot acts as personal analyst for questioning and solving doubts
  • Visual data storytelling transforms dry data into compelling narratives
  • Intuitive drag-and-drop interface requires no coding skills
  • Real-time collaborative report builder for live editing with teammates
  • Asynchronous collaboration lets teams work on their own schedule
  • Threaded comments and feedback add context right within reports
  • Integrates with Google Analytics, CRM systems, spreadsheets, and Slack
  • Automates data collection saving time from repetitive work
  • Real-time dashboards highlight key performance indicators clearly
  • Customizable templates for various business needs and sectors
  • Turns complex datasets into insights easy to understand and act upon
  • Beautiful reports created in minutes instead of hours
  • Interactive reports engage stakeholders more than static updates
  • Unlimited workspace members on all plans
  • 14-day free trial to test all features before buying
  • Visual narratives drive action and inspire progress better than tables

Reporfy cons

  • Relatively new platform still building out template library
  • Paid plans start at €20-€24 per user per month
  • May have limited advanced customization compared to established BI tools
  • Template library not as extensive as older competitors
  • Newer platform means less third-party integrations than mature tools
  • AI summaries may not replace deep human analysis for complex data
  • Limited information on enterprise-level security certifications
  • Monthly billing costs €4 more per user than annual billing

Frequently asked questions about Reporfy

How do I get started?

You can get started by signing up for Reporfy and taking advantage of the 14-day free trial. During the trial, you can explore all features including AI-driven report generation, visual storytelling tools, collaborative reporting, and customizable templates. The platform guides you through joining, selecting templates, pulling in data from sources like Google Analytics or CRM systems, customizing reports, and sharing them with your team.

How do subscriptions work?

Subscriptions are per user, per month. The Scale plan is €20 per user per month when billed annually, or €24 when billed monthly. All plans include unlimited workspace members. You can upgrade as your team grows, and adding members to a workspace affects pricing based on the per-user model.

What happens if I add members to a workspace?

Reporfy includes unlimited workspace members on its plans. However, since pricing is per user per month, adding more active users who create or edit reports will increase your total subscription cost based on the number of paid users in your workspace.

Do you offer a free trial?

Yes, Reporfy offers a 14-day free trial that allows you to test all features before purchasing. During the trial, you can create reports, use AI Copilot, collaborate with teammates, access templates, and integrate with your data sources to evaluate if the platform meets your reporting needs.

Do I get a discount if I pay yearly?

Yes, paying annually saves you €4 per user per month compared to monthly billing. The Scale plan is €20 per user per month with annual billing versus €24 per user per month with monthly billing, representing approximately a 17% discount for yearly payment.

Does Reporfy work on all devices?

Reporfy is a web-based SaaS platform that works on devices with web browsers. The platform supports collaborative features like real-time editing and asynchronous workflows that work across different devices. The intuitive interface is designed to be accessible whether you're working from desktop or other devices.

What payment methods do you accept?

Reporfy accepts standard payment methods for its subscription plans. While specific payment methods aren't detailed on the website, the platform supports both monthly and annual billing cycles for their per-user pricing model.

How do I cancel my paid subscription?

You can cancel your paid subscription through your account settings. The platform allows you to manage your subscription at any time. If you cancel, you'll continue accessing features until the end of your billing period.

How secure is my data?

Reporfy is committed to data security and keeps your information protected. The platform handles sensitive business data including KPIs, performance metrics, and project progress information. As a business-focused SaaS platform, they implement security measures to protect data from multiple sources like Google Analytics, CRM systems, and spreadsheets.

What types of reports can I create with Reporfy?

You can create project progress reports, performance reports, marketing analysis reports, financial reports, and operational reports. The platform offers customizable templates for various business needs and sectors, including reports for founders sharing progress with investors, marketing team analyses, startup metrics, and enterprise departmental reporting. You can also create custom reports tailored to your specific needs.

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