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


Images

Reach Reporting Software - Save hours transforming data as the closed book month rolls forward automatically and updates your reports and dashboards with the newest information. Reduce the likelihood of mistakes in calculations, data entry, and formatting.
Reach Reporting Software - Benefit from seamless planning within a familiar spreadsheet environment. Leverage automatic Balance Sheet and Cash Flow Forecasting with our powerful yet flexible 3-Way FP&A feature.
Reach Reporting Software - Easily group different annual budgets, creating a comprehensive overview for long-term financial planning. Simplify tracking and adjust multi-year financial strategies, enhancing your ability to make informed decisions based on trends and changes.
Reach Reporting Software - Simplify multi-company consolidation with our advanced automation. Utilize account matching technology for same-name and category accounts to enhance process efficiency and accuracy.
Reach Reporting Software - Customize every template to your preference and drive business value in minutes—all within a familiar spreadsheet environment with no downsides.
Reach Reporting Software - Enhance your services with consistent, data-rich reports that stay current. Provide comprehensive and shareable visuals on most recent financial performance. Our intelligent spreadsheet auto-updates with changing time periods.
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Reach Reporting video
Reach Reporting Software - Save hours transforming data as the closed book month rolls forward automatically and updates your reports and dashboards with the newest information. Reduce the likelihood of mistakes in calculations, data entry, and formatting.
Reach Reporting Software - Benefit from seamless planning within a familiar spreadsheet environment. Leverage automatic Balance Sheet and Cash Flow Forecasting with our powerful yet flexible 3-Way FP&A feature.
Reach Reporting Software - Easily group different annual budgets, creating a comprehensive overview for long-term financial planning. Simplify tracking and adjust multi-year financial strategies, enhancing your ability to make informed decisions based on trends and changes.
Reach Reporting Software - Simplify multi-company consolidation with our advanced automation. Utilize account matching technology for same-name and category accounts to enhance process efficiency and accuracy.
Reach Reporting Software - Customize every template to your preference and drive business value in minutes—all within a familiar spreadsheet environment with no downsides.
Reach Reporting Software - Enhance your services with consistent, data-rich reports that stay current. Provide comprehensive and shareable visuals on most recent financial performance. Our intelligent spreadsheet auto-updates with changing time periods.

Not sure about Reach Reporting? Compare with a popular alternative

Reach Reporting

4.9 (28)
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Highly reviewed

Starting Price

US$149.00
month
R 35.00
month

Pricing Options

Free version
Free trial
Free version
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Features

89
171

Integrations

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127

Ease of Use

4.9 (28)
4.2 (7,867)

Value for Money

4.8 (28)
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Customer Service

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Reviews

Overall rating

4.9 /5
(28)
Value for Money
4.8/5
Features
4.8/5
Ease of Use
4.9/5
Customer Support
5.0/5

Already have Reach Reporting?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 28
Craig
Craig
Overall rating
  • Industry: Medical Practice
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • 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!

Cody
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Weekly for 6-12 months
  • 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!

Ryan
Overall rating
  • 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.

Joe
Overall rating
  • Industry: Utilities
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • 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

Liz
Overall rating
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Monthly for 1-5 months
  • 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.

Showing 5 reviews of 28 Read all reviews

Reach Reporting FAQs

Below are some frequently asked questions for Reach Reporting.

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.

Reach Reporting has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Reach Reporting supports the following languages:

English

Reach Reporting supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Reach Reporting integrates with the following applications:

Google Sheets, Gusto, QuickBooks Online, QuickBooks Online Advanced, RT QuickBooks, Xero

Reach Reporting offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

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