Reach Reporting

Reach Reporting

Cloud-based reporting solution for firms of all sizes

4.9/5 (17 reviews)

Reach Reporting Overview

Reach Reporting is a cloud-based business reporting and forecasting solution which helps small to large businesses generate custom reports. The platform enables users to derive actionable insights from financial reports with automatic updates, key performance indicators (KPIs), and metrics.

Reach Reporting provides dashboards which enable users to create, modify and share reports in real-time. The platform's key features include a drag-and-drop builder, built-in live spreadsheets, customizable templates, live metrics, pre-defined classes, and library tools. A KPI builder enables users to display custom information with interactive charts, graphs, account information, and spreadsheet data. Live text functionality connects data to text within a report in real-time .

Reach Reporting is a white-label solution which lets businesses personalize reports with custom branding, color, and fonts. The platform also allows users to manage data access via read-only reports and role-based permissions. The platform integrates with QuickBooks, helping users streamline accounting and reporting data management.

Pricing

Starting from
US$49,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

Reach Reporting Reviews

Overall rating
4.9/5
100% positive reviews
16
Excellent
1
Very good
0
Average
0
Poor
0
Terrible
Peter R.

Reach Reporting is Saving my Sanity!

Used Weekly for 6-12 months
Reviewed on 2019/06/24
Review Source: Capterra

Reach Reporting has helped us organize our reporting. Now executives only see the information they want; information that is impactful.

Pros

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.

Cons

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.

Response from Reach Reporting

Thank you for the feedback Peter. We are always seeking to improve the solutions for larger firms and knowing where those needs are is our first step. Your review has been very helpful.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Keaton H.

Analytics at your fingertips

Used Daily for 6-12 months
Reviewed on 2019/06/18
Review Source: Capterra

We logged in the first time and found several pre-built reports, dashboards and KPI's with OUR NUMBERS in them. It was really​ cool to see the value immediately.

Pros

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

Cons

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

Response from Reach Reporting

Thank you for your review. I'm glad that you have had a good experience with Reach.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Nick C.

Great app, really helpful for my small business

Used Weekly for 1-5 months
Reviewed on 2019/07/18
Review Source: Capterra

Reach Reporting has given me a simple way to communicate with my team complex financial information distilled down into easy to read charts. The dashboard functionality (vs. just reports), and frequent automatic syncing make it so that my team can keep an eye on the finances in close to real time just by clicking on a link, which is pretty amazing. Really psyched about this software!

Pros

I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates. I am part of a cooperative business and want to get other members of the team more aware of the finances. The metrics I'm looking for are simple, but in most other apps I've tried it's complicated or impossible to create something totally customized that syncs with Quickbooks. I also like the "live" spreadsheets that allow me to put synced data and customized data side by side. I'm really excited to use it more and to keep creating easy to understand, actionable information.

Cons

Would be great if spreadsheets could sync with google sheets or export to excel. As of now if I want to keep data stored on my system I just need to copy and paste from the spreadsheets, which is just a little cumbersome. Also it doesn't work to copy and paste formulas because the way the formulas work isn't the same as excel/google sheets.

Another things is there have been a few bugs, however I've been very impressed that the team has responded very quickly and resolved them within hours.

Also would be neat to sync a few more things with Quickbooks like time data and projects, but it already does a lot!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jared Z.

Finally!! I Can See What's Happening in My Business

Used Daily for 1+ year
Reviewed on 2019/07/17
Review Source: Capterra

I've tried half a dozen other dashboard companies, but I always had to program the widgets myself or pay them $200/hr to do it for me. Reach came pre-configured with the most important reports. I didn't have spend any time or money paying someone else to setup my KPIs. The whole experience was well thought through and simple. Now I can get down to making more money instead of compiling reports.

Pros

Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak.

Cons

I helped me find the blaring errors in my bookkeeping, but it couldn't fix them for me.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Michael H.

Reach Reporting

Used Daily for 1+ year
Reviewed on 2019/07/01
Review Source: Capterra

Reach has help our clients get a quick overview of their company performance. It allows us to interact with our clients more often.

Pros

Software is easy to use and the reports are useful

Cons

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

Response from Reach Reporting

Thanks Michael for the feedback!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Reach Reporting Pricing

Starting from
US$49,00/month
Pricing options
Free Trial
Subscription
Value for money

$49 per month per company.

Reach Reporting Features

  • Activity Dashboard
  • Customizable Reporting
  • Financial Analysis
  • Reporting & Statistics

  • API
  • Accounting Integration
  • Accounting Management
  • Auditing
  • Automatic Notifications
  • Billing & Invoicing
  • Compliance Management
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Real Time Data
  • Third Party Integration
  • Workflow Management

Additional information for Reach Reporting

Key features of Reach Reporting

  • "What If" Scenarios
  • Balance Sheet
  • Cash Management
  • Content Management
  • Dashboard Creation
  • Data Visualization
  • Drill Down
  • Filtered Views
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Department / Project
  • Profit / Loss Statement
  • Visual Discovery

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$49,00/month

Pricing model: Subscription

Free Trial: Available

$49 per month per company.

Q. What are the main features of Reach Reporting?

Reach Reporting offers the following features:

  • "What If" Scenarios
  • Balance Sheet
  • Cash Management
  • Content Management
  • Dashboard Creation
  • Data Visualization
  • Drill Down
  • Filtered Views
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Department / Project
  • Profit / Loss Statement
  • Visual Discovery

Q. Who are the typical users of Reach Reporting?

Reach Reporting has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does Reach Reporting support?

Reach Reporting supports the following languages:

English

Q. What type of pricing plans does Reach Reporting offer?

Reach Reporting has the following pricing plans:

Subscription

Q. Does Reach Reporting support mobile devices?

We do not have any information about what devices Reach Reporting supports

Q. What other apps does Reach Reporting integrate with?

Reach Reporting integrates with the following applications:

Microsoft Excel, QuickBooks, QuickBooks Online

Q. What level of support does Reach Reporting offer?

Reach Reporting offers the following support options:

FAQs, Online Support