Automate Insightful Reports

The smart way to visualize your data in just a few clicks. Create amazing reports and dashboards to get real-time insights. Accountants, advisors, and managers are saving hours on reporting.


Automate Insightful Reports

The smart way to visualize your data in just a few clicks. Create amazing reports and dashboards to get real-time insights. Accountants, advisors, and managers are saving hours on reporting.


No manual input

Your data at your fingertips.

Data streams from your accounting software, datasheets, and Google Sheets giving access to all the 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 QuickBooks, Xero, datasheet, or Google Sheets 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.


Share custom templates

Easily manage your templates and share them with your other clients. Reach isn’t just a report builder; it’s a financial storytelling system.


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.

Build, save & 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.

Templates are Fantastic

"Love the ability to create templates of metrics and reports that you and your team can use across the platform."

Incredibly Powerful

"It's basically what would happen if Tableau and Excel had a baby. They somehow were able to pack every feature you could want, Made it incredibly powerful, and still make it a pleasure to use. "


"The customization is very easy to use, intuitive and very much designed to think like Excel but, of course, without the potential for human interface errors, constant updating."

The Best Tool

"This tool is HANDS DOWN the best tool that I have ever used to produce financials, trends, and KPIs. I have been looking for this tool my ENTIRE career."

Blown Away

"I was blown away! I love how customize-able it is because as a Non-profit, all our lingo is different, even when using the Non-profit version of QuickBooks."

Reach Has Set the Standard

Reach has set the standard for all other integrated reporting systems. User friendly & customizable. Our clients look forward to getting their Reach Report every month!

Game Changer

3-way planning and forecasting without touching Excel, seamless consolidations, and tailored company reporting that updates each month has changed my planning and reporting processes for ever.

Great Report Consolidation!

Excited to use Reach Reporting to process multiple reports more quickly. Being able to customize what reports I'd like to use and then process with one click is simply amazing

Great reporting tool

Intuitive tool that connects easily with Xero. Has some great features to make professional reports in no time

Helps Summarize

"This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format."


"Reach reporting is amazing and so easy to work with."


"I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates."

Excellent Integrated Software

The data syncs easily making metrics easy to build. The graph and customization options are endless and make great post market review easy.

Helps Summarize

"Helps us see trends on monthly financial reports which give context to monthly values and make them actionable."

In order to help you the best, tell us what kind of business would describe you?