Webinars
Unlock the full potential of Reach Reporting with our free, hands-on webinars. These interactive sessions are designed to enhance your skills and boost your reporting efficiency. Join us to become more proficient and confident in using Reach Reporting!
Webinar
Description
Foundations Live Training
Learn the administrative and foundational principles of Reach Reporting, including how to set up your team, your first reports, and dashboards and create your first metrics.
Top Tips for Mastering Reports
Are you ready to elevate your financial reporting skills? Our advanced training webinar is designed to help you unlock the full potential of Reach Reporting. Whether you’re a seasoned user or new to the platform, this session will provide invaluable insights to enhance your reporting capabilities.
Forecasting Using Budgets Pro
Unlock the power of Budgets Pro in our upcoming webinar, where you’ll gain the skills and knowledge needed to budget and forecast your numbers with precision. Join us as we explore the ins and outs of Budgets Pro, and learn how to report your financial projections using our handy pre-made templates.
What’s New in Reach: Quarterly Product Highlights & Updates
Join us for our quarterly “What’s New in Reach” webinar, where we showcase the latest features, improvements, and innovations designed to help you get even more value from Reach Reporting. This session is your inside look at what’s fresh and how to make the most of it.
View our past webinars
Rather have a 1-on-1 Demo? Sign Up Here
Learn more about what we do
Integration &
Automation
- QuickBooks Online & Desktop integration
- Xero integration
- CSV trial balance integration
- Gusto integration
- Datasheets integration & Google Sheets
Great app integration!
QuickBooks 06/14/2023 Daysi
Intuitive
Customization
- Spreadsheet environment
- Excel-like formulas
- Metric goals/ targets
- Trend lines
Best QuickBooks API For Financial Reporting
QuickBooks 03/01/2023, Agency CFO
“The best financial reporting API software, full stop. This is a “must have” for accountants focused on advisory services.”
Data
Storytelling
- Live text
- Conditional formatting
- Dynamic statements & interactive metrics
- Custom themes for your own branding and colors
Intuitive and Easy
QuickBooks 06/21/2023 Jake F.
“Reach is very intuitive and easy when creating visualizations, dashboards, and reports to make sense of your numbers!”
Template
Library
- Pre-built report & dashboard templates
- Fully customizable
- Best practice metrics
- Actuals & variance analysis
- Rolling forecast & budget analysis templates
They Get It
QuickBooks 05/17/2023, Kenneth
“Reach Reporting is so flexible that there is always a way to get the exact type of reporting that you need.”
Budget &
Forecasting
- Minimal learning curve
- Forecasting algorithms & custom formulas
- Datasheets for non-financial data
- Planning trend visualizations
Great app – amazing reporting
QuickBooks 04/19/2023, Tyler W
“Provides beautiful summarized reports, and dashboarding, along with budgets and forecasting data.”
Integrated 3-Way
Planning
- A complete picture of a business trajectory
- Connected P&L, Balance Sheet & Cash Flow Statement
- Automated cash flow forecast
- Makes complex planning simple
Great Reports; Huge Time-Saver!
QuickBooks 03/27/2023 Cathy
“The ability to compare to budget and also report on Classes is also great! I save hours of work each month!”
Multi-Business
Consolidation
- Multi-currency consolidation
- Easy eliminations
- Filter by company
A great solution for consolidation
QuickBooks 02/09/2023, Amanda
“I use Reach to consolidate my 5 QuickBooks Online accounts each month- this is a huge time saver once you’ve figured out how to work the platform. The pre-made report options help make all my client reports look much more professional than QuickBooks Online alone.
Client
Portal
- Organize your reports and dashboards
- Determine access levels using folders
- Upload files such as .pdf, .xlsx, .xls, .xlsm, .docx, .doc, .csv
- Unlimited users and clients
Intuitive and Easy
QuickBooks 01/25/2023 Michaela N.
“Now, financial reporting takes a few minutes. Reach allows me to focus on other things.”
AI Enhanced
Reporting
- Analyze any metric & statement
- Get insights in seconds
- Enhance your reporting
- Use predictive analytics
Plus AI! Amazing
06/14/2024 Jared
“Just one click, and the financials are broken down into bite-sized paragraphs that I can send to my client or paste in a report. I look like a financial wizard to my clients.”
See what
“This app has helped me organize and visualize financial data in a way that helps each department understand its performance.”