Reach Reporting

About Reach Reporting
Financial managers and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Your reports and dashboards are dynamically updated as data flows through each month. Visualize data in just a few clicks.
Gain valuable insights into your business trajectory with our 3-Way Forecasting feature. By connecting your P&L, Balance Sheet, and Cash Flow Statement, you can create a comprehensive view of your financials.
Automation for your financial and non-financial data. Reach Reporting makes reporting, forecasting, and budgeting easy with powerful dashboards and enhanced visuals. Automate repetitive tasks to make better data-driven decisions in minutes.
Key benefits of Reach Reporting
Integration & automation
-QuickBooks Online & Desktop integration
-Xero integration
-CSV trial balance integration
-Gusto integration
-Datasheets integration & Google Sheets
Intuitive customization
-Spreadsheet environment
-Excel-like formulas
-Metric goals/ targets
-Trend lines
Data storytelling features
-Live text
-Conditional formatting
-Dynamic statements & interactive metrics
-Custom themes for your own branding and colors
Template library
-Pre-built report & dashboard templates
-Fully customizable
-Best practice metrics
-Actuals & variance analysis
-Rolling forecast & budget analysis templates
Budget & forecasting
-Minimal learning curve
-Forecasting algorithms & custom formulas
-Datasheets for non-financial data
-Planning trend visualizations
Integrated 3-Way Forecasting
-A complete picture of a business trajectory
-Connected P&L, Balance Sheet & Cash Flow Statement
-Automated cash flow forecast
-Makes complex planning simple
Consolidations
-Multi-currency consolidation
-Easy eliminations
-Filter by company
Client Portal
-Organize your reports and dashboards
-Determine access levels using folders
-Upload files such as .pdf, .xlsx, .xls, .xlsm, .docx, .doc, .csv
-Unlimited users and clients
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Reviews
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- Industry: Medical Practice
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Powerful financial visualization
Reviewed on 2019/07/18
More useful and actionable financial data.
Rapid powerful reporting which utilizes no FTE to...
More useful and actionable financial data.
Rapid powerful reporting which utilizes no FTE to generate, monitor or track.
Pros
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!
Cons
None to report. The team has improved the reporting significantly!
- Industry: Accounting
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Highly Recommend Reach
Reviewed on 2024/09/28
Reach reporting is great. It's great to use and adds value to our clients, but it also makes our...
Reach reporting is great. It's great to use and adds value to our clients, but it also makes our firm look great to provide and manage this resource for our clients.
Pros
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.
Cons
We primarily use Reach with our Quickbooks clients. I'd love to see integrations with fund-accounting systems like Shelby in the future!
- Industry: Photography
- Company size: Self Employed
- Used for Free Trial
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Great Tool for Small Business
Reviewed on 2019/07/16
I have just reviewed the free trial but am considering this for a business that I am looking to...
I have just reviewed the free trial but am considering this for a business that I am looking to start with my teenage children. This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format.
Pros
It seems simple to use and makes the financial reporting process easy for people without an accounting background. Easy to customize the reports to what is most relevant to your audience.
Cons
It might be helpful to have links to definitions of what some of the terms and account groupings on the reports mean or represent.
- Industry: Utilities
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Amazing for standalone and consolidated reporting!
Reviewed on 2024/11/04
It's a fantastic product. I really enjoy the functionality and believe it will be an asset for our...
It's a fantastic product. I really enjoy the functionality and believe it will be an asset for our organization!
Pros
Extremely intuitive, and user friendly interface. Tons of reporting functionality.
Cons
Some of the formatting options for report specific items could be a bit more functional, but the cons are very limited
- Industry: Accounting
- Company size: 11–50 Employees
- Used Monthly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
AI Tool is the best!
Reviewed on 2024/06/13
I'm still new to Reach Reporting, but from what I've seen, it is so impressive to our clients and...
I'm still new to Reach Reporting, but from what I've seen, it is so impressive to our clients and shows accurate, understandable insight on the financial health of the organization.
Pros
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!
Cons
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.
Reach Reporting FAQs
Below are some frequently asked questions for Reach Reporting.Q. What type of pricing plans does Reach Reporting offer?
Reach Reporting offers the following pricing plans:
- Starting from: US$149.00/month
- Pricing model: Subscription
- Free Trial: Available
No contract is required for monthly plans. Save 30% when you sign up for an annual plan. Cost is based on the number of company connections. All plans include unlimited users, client login portals, white-glove onboarding, implementation, and team training.
Q. Who are the typical users of Reach Reporting?
Reach Reporting has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Reach Reporting support?
Reach Reporting supports the following languages:
English
Q. Does Reach Reporting support mobile devices?
Reach Reporting supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Reach Reporting integrate with?
Reach Reporting integrates with the following applications:
Google Sheets, Gusto, QuickBooks Online, QuickBooks Online Advanced, RT QuickBooks, Xero
Q. What level of support does Reach Reporting offer?
Reach Reporting offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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