Reach Reporting
Deployment
Overview
About Reach Reporting
Reach Reporting is AI-enhanced financial reporting software built for accounting and advisory firms, small businesses, franchises, and nonprofits. Connect your QuickBooks, Xero, Excel, or Google Sheets data and watch reports, dashboards, budgets, and forecasts build themselves- no more starting from a blank spreadsheet every month.
The 3 Way Budgeting and Forecasting feature works in a spreadsheet-style environment you already know, with automatic Balance Sheet and Cash Flow projections included. Multi-company and multi-currency consolidation handles eliminations for you, and everything filters by company, class, or department.
Preparing financial reports eats up close to half of most accountants' and advisors' time. Reach Reporting hands that time back, and lets you share the results with unlimited clients through a white-labeled portal, so the numbers speak for your firm, not for Reach.
At a glance
Software information
Industries served, licensing and the support Reach Reporting provides.
Industries
- Accounting
- Financial-services
- Retail
- Nonprofit-organization-management
- Management-consulting
- Restaurants
Licensing
- Proprietary
- Monthly Payment
- Annual Subscription
- Free trial
- Free version
Support
- Live Chat
- Phone
- Support daysMondayTuesdayWednesdayThursdayFridaySupport time09:00 to 17:00 (MST)
Training
- Webinar
- Documentation
Knowledge Base
Capabilities
Reach Reporting features
The full feature set, grouped by module.
Reporting
- Automated Reports
- Customizable Dashboard
- Data Source Connectors
- Drag & Drop
- OLAP
- Forecasting
- Drill Down
- Financial Reports
- Report Export
- Visual Analysis
- AI Features
Budgeting
- Balance Sheet
- Consolidation/Roll-Up
- Forecasting
- Profit/Loss Statement
- Reporting & Analytics
- Financial Planning
- AI Features
- Scenario Planning
Business Intelligence
- Ad Hoc Analysis
- Budgeting & Forecasting
- Dashboard
- Data Sharing
- Data Visualization
- Key Performance Indicators
- Trend/Problem Indicators
- AI Features
- Benchmarking
Plans
Reach Reporting pricing
- Covers 1 company connection
- Unlimited users
- Unlimited deliverables
- Pre-built templates
- Custom branding
- Live reports
- Multi-currency consolidation
- Cash flow projections
- Shareable live dashboards
- AI-powered data storytelling
- Unlimited client portal access
- Google Sheets integration
- 30-day free trial. No credit card required
- Covers up to 10 company connections
- Additional connections at 29 dollars per month
- Great fit for firms with 7 to 15 clients
- Covers up to 25 company connections
- Additional connections at 22 dollars per month
- Lowest per-connection rate
- View only access to dedicated report and dashboard
- Automatic 24-hour sync with QuickBooks
- Automatic 24-hour sync with Xero
- Automatic 24-hour sync with Gusto
- Automatic 24-hour sync with Digits
- Up to 5 workspace members
- No credit card required
- No expiration date
Works with
Integrations
Reach Reporting connects with the tools your team already uses.
Media
Screenshots & video
