Accountants and Advisors are Saving Hours on Reporting
Automated Financials
The flexibility to customize any template
NO CREDIT CARD REQUIRED
No Manual Input
Your data at your fingertips
Data streams from your accounting software, datasheets, and Google Sheets giving access to all your financial data needed to create powerful financial insights. Your data is always in Reach.
Internal Smart Spreadsheet
Add any data, to any cell, from anywhere.
Regain the hours you spend manually inputting data. Quickly add data in just a click. Add QB, Xero, datasheet, or Google Spreadsheet data to create powerful, dynamic statements, metrics, dashboards, and reports. Produce insight that literally develops before your eyes.
Automate Insightful Reports
Reports that make a difference for businesses.
Reach Reporting auto-populates every report, dashboard, statement, and metric with your data leaving you with spare time. Now you can really dive into the data to analyze and arrange the information in such a way to provide actionable business insight that is understandable.
Quick Share
The most insightful information they’ve ever had.
Business decision-makers will be impressed with the insightful information you provide them. Best of all, they can access it anywhere and quickly share it with other decision-makers.
Turn Your Work into a Template
Customize or build any metric or report.
What do you want to do? Pre-built dashboards and reports? Or build something truly custom. Want to show the relationship between the cash on hand and expenses? What about marketing spend relative to the PPC revenue? Your ability to get granular data can spell the difference for your clients as they guide their business.
Live, actionable, and beautiful data streams. Turn all your work into a template that will magnify your work!
Template Library
The library is updated with new templates monthly providing a wide range of auto-populated reports, spreadsheets, metrics, and statements that help you quickly display actionable information.
Auto-populate
Add live text anywhere in your reports. Connect a company and the template will pull live-data from your accounting software! Creating reports has never been this easy.
Share Custom Templates
Quickly manage your templates and share them with your other clients. Reach isn’t just a report builder; it’s a financial storytelling system.
Build, Save and Manage
Build as many custom reports, spreadsheets, or metric templates as you want. Simply re-use them to jump-start new reports. Create custom spreadsheets with advanced formulas.
