AUTOMATED
Financial Reporting & Planning
Reach Reporting is automated financial reporting and planning software built for financial leaders to turn data into clear, actionable insights in just a few clicks – saving hours through automation.
No Credit Card Required
Financial Reporting Software That Turns Data Into Insight
Explore the full set of financial reporting and planning features used by financial professionals to automate fully customizable self-service financial reporting and planning in just a few clicks.
Monthly 360-Degree Analysis
Powerful Interactive Dashboards
FP&A Variance Navigator
Multi-Year Financial Projection
Automated AI Analytics
Quarterly Visual Analytics
Annual Financial Guide
Operational Efficiency Radar
Automated Reporting and 3-Way Forecasting Made Easy
Reach Reporting is designed specifically for financial and operational data workflows, not just generic business intelligence, so reports stay accurate, consistent, and are easy to explain.
Automation & Integration
Connect your financial and nonfinancial data from QBO, Xero, Google Sheets, and Microsoft Excel in just a few clicks. Automate routine tasks and deliver visually enhanced and interactive insights in record time.
Financial Reporting Templates
Automate impressive reports and dashboards with customizable, ready-made templates for enhanced decision-making with best-practice data analytics. Build and reuse your own template.
Full Report Customization
Customize every template to your preference. Use your own branding and colors. Mix and match any of your visuals. Rearrange, resize, realign, and create polished reports with ease.
Budgeting / Forecasting
The next level of financial planning in a dynamic, intelligent spreadsheet. Effortlessly budget and forecast by department or class, unlocking automatic Balance Sheet and Cash Flow for smarter decision-making.
Reporting, Planning, Consolidation, and KPI Dashboards
No need for extensive training. Our software features an intuitive and user-friendly interface, making reporting, planning and consolidation accessible for data teams at all skill levels.
Multi-Entity Consolidation
Automate financial consolidation from multiple entities and currencies. Drill down from consolidated to company, class, and department levels for precise root cause analysis.
Cash Flow Planning
Gain comprehensive insights through integrated financials and automated cash flow planning. Simple planning is possible. Driving Business Growth Through Budgeting, Forecasting, and 3-Way Financial Analysis.
Client Communication
How Accounting Firms Use Reach Reporting
Accountants, advisors, and CFOs use Reach Reporting to:
- Gain real-time financial visibility
- Reduce manual reporting effort
- Improve cash flow awareness
- Support strategic planning
- Make faster, data-driven decisions
Accounting firms use Reach Reporting to standardize client reporting, automate updates, and deliver advisory-ready insights at scale.
Explore case studies from accounting and advisory firms using Reach Reporting in production.
Why Reach Reporting Delivers More for Financial Leaders and Teams
See how accounting and advisory firms, small businesses, franchises, and nonprofits use Reach Reporting to improve business insight.
Better Storytelling
Use advanced functionalities like dynamic statements, interactive visuals, and live text. Highlight insights with conditional formatting. Set goals and targets and visualize trends.
Intuitive Customization
Harness the power of a familiar spreadsheet environment and formulas. Rearrange, resize, and realign visuals with ease. Switch between chart types with a click.
Enhanced Visualization
Tailor every element to match your preferences. Use your own branding, including logos, colors, currency symbols, financial labels, and disclaimers. Guarantee consistent quality.
Scalable Deliverables
Our templates scale to accommodate growing reporting requirements. In seconds, your templates will be populated and personalized for both old and new users alike.
Support That Helps You Make a Statement
Training Videos
Knowledge Center
Live Chat Support
Informative Blogs
Trusted by Financial Professionals
Built for Financial Leaders
Many reporting tools focus solely on visualizations. Reach Reporting is built specifically for accounting leaders and teams, combining financial statements, dashboards, budgeting, forecasting, and consolidation into a single system. This allows accountants to deliver consistent, compliant, and decision-ready insights without stitching together multiple tools.