Reach Reporting Reviews

At a management level, Reach Reporting helps us see trends on monthly financial reports which gives context to monthly values and makes them actionable.

At board meetings, the visualizations help board members realize positive or negative trends of the organization and helps with more productive conversations.

Frequent updates and improvements to report builder.

Responsive team!

None to report. The team has improved the reporting significantly!

I love it's flexibility! I can customize reports and dashboards to meet whatever my client wants to see. I love template features that I can use to reproduce reports for our clients.

The software is very user-friendly despite it's complexity.

We primarily use Reach with our Quickbooks clients. I'd love to see integrations with fund-accounting systems like Shelby in the future!

Extremely intuitive, and user friendly interface. Tons of reporting functionality.

Some of the formatting options for report specific items could be a bit more functional, but the cons are very limited

I used this tool for the first time for this month's reporting. It was easy to use, analyzed the year-to-date reporting thoroughly and saved me tons of time! At last, something that makes my life easier with the metrics!

The formatting of the reporting is a bit clunky and hard to use. Moving columns, finding the right commands takes time. However, once set up, then it is great.

I love that I can customize each of my clients metric dashboards & reports to suit them both personally and professionally. By tailoring the client experience, I have been able to fully engage my clients in understanding the story of their business on a regular basis.

This level of engagement is remarkable & very rewarding for both myseslf as an accountant and for my clients who benefit greatly by understanding how to better manage their businesses.

I really have no complaints - if there is ever an issue or even a wishlist item, I reach out to the support team and EVERY TIME they have either made it happen or resolved whatever issue I might have had.

Zero dislikes here!

Ease of use was a major advantage! Access to templates. Beautiful reports.

That I didn't find Reach before we built our annual report last year!

It creates beautiful report packages to send to your client. It also has a great AI tool that analyzes the financials to provide a summary and additional details that can be helpful when communicating with your client.

There is a bit of a learning curve when you first start using it. At first it's a little overwhelming trying to get the reports to show the details you want, but once you learn your way around, it's not as difficult as it seemed.

Reach reporting made my investor meetings a breeze. It allowed me to cut beautiful financials at the end of the month to our investors without having to do any of the heavy lifting/ worrying that excel formulas were broken

If I am being honest I have been using reach for about a year now and havent had any issues with it to date!

Templates available for easy implementation.

Slight learning curve with customizing dashboards and reports.

The data syncs easily making metrics easy to build. The graph and customization options are endless and make great post market review easy.

Customizing isn't always intuitive and the naming structure (title in 3 places not automatically talking to each other).

Easy to learn and a breeze to use at all levels of organization.

Initial slowdown of implementation time and learning curve.

I love that Reach comes with pre-packaged reports that are ready for me to use, but that I can also do a TON of customization to get the reports exactly how I want them. These reports are making our financial information so much more consumable. The reports are clean and have made an impact on how much management uses them.

There are certain ways I would like to display information that aren't always possible with reach, but I would expect a fully customized solution like that to cost thousands of dollars a month. I get 98% of what I need from Reach for 2% of the cost of others.

I love how easy the software is to use, I can easily pull in my bookkeeping data from quickbooks. And build some great looking reports in minutes. Not only that but I don't have to recreate the same report month after month and remap the data. I can use the live text they provided and all the reports I create will update for me.

Honestly, I don't have much bad to say. Its a really simple to use software the live text took some learning but once you understand how it works it is really simple to use.

We love how Reach Reporting is easy to connect financial information to, and we love the open formatting options to brand and deliver standard or custom reports. Having the ability to upload trial balances is a real pro for some companies in outdated accounting systems.

No cons with Reach Reporting. Reach's platform is easier to get accustomed to than other solutions and their support team is timely and easy to work with.

Software is easy to use and the reports are useful

Some features require a little more effort to understand but overall not very bad

We've loved how this has helped our business become more efficient.

They have thought of everything. A lot of times you use software and wonder if they have ever even used this themselves. With Reach Reporting you can tell business owners have created this.

Reach makes visualizing data for stakeholders a breeze. The report builder is very easy to use and adaptable when upper management has a request to see a new KPI. The biggest positive for me is that I can convert the online report into a clean, professional PDF report that I can print out, email to finance, etc.

The app has come a long way in terms of features/themes, etc. since I began using it.

The reports and templates look fantastic. The drag and drop capability made it so easy to create my reports. The software is easy to use and [SENSITIVE CONTENT HIDDEN] at Reach was very knowledgable and quick to answer my questions.

I haven't found anything really lacking in the software yet. If it was free that would be great!

I run a small bookkeeping business and this software has helped me so much in reporting! Not only are the reports better and more professionally designed than anything I did myself in the past but created SO MUCH FASTER!!

Not sure this counts a something I didn't like but I did need some help setting up one of my companies. I had to contact customer service for help. They were awesome and patient with me. Turns out it was operator error on my part.

Ease of use!! You don't have to be a rocket scientist to start using it or watch a 2-hour video. It has made it easier to see the story of my business finances.

I didn't find it sooner :) Really I cant think of much, it has been able to do all the things I have needed.

I love that this software connects with Quickbooks to make it easy to use and integrate into businesses.

While it is easy to use and integrate, it is still an added cost that might not be a necessity.