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 and Advisors are Saving Hours on Reporting.

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NO CREDIT CARD REQUIRED

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 and Advisors are Saving Hours on Reporting

START MY FREE TRIAL

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.

Connecting Xero And QB
Quickbooks Desktop
DATA SHEETS
Google Sheets Integration

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.
INTRO TO STATEMENTS
HOW TO BUILD A METRIC
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In order to help you the best, tell us what kind of business would describe you?

BusinessAdvisor

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.
BUILDING A REPORT
Report Builder Elements
Live Text

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.
Adding a client portal
intro to dashboards
publishing a dashboard
Dashboard Templates
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In order to help you the best, tell us what kind of business would describe you?

BusinessAdvisor

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!

View Report Templates

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.
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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.

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. "

Intuitive

"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 QB."

Write a review on Quickbooks

Super Easy

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

Amazing

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

Simple

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

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."

Helps Summarize

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

Nice Looking

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

Easy to Understand

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

Value Immediately

"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."

See Information

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

Easy to Read Charts

"Reach Reporting has given me a simple way to communicate with my team complex financial information distilled down into easy to read charts."
Read Reach Reporting Reviews on GetApp.com

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

BusinessAdvisor

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