“We built a tool that let business owners see KPIs—but it wasn’t until accountants started using it that we saw real impact.” — Justin Hatch, CEO & Founder.
From Startup Frustration to Advisory-First Success
Justin Hatch’s early experience as a business owner made one thing clear: financial statements were painful to use. They were technically accurate but rarely helpful. That frustration sparked the idea behind Reach Reporting: to create clearer, more meaningful reports for business owners.
In practice, accountants saw the true potential. They needed flexible, visual tools that scaled across internal and client use. Justin recalls, “It didn’t take us long to realize that was a powerful audience.” The platform quickly evolved into a reporting solution built for accountants and CFOs.
Why Reporting Still Wastes Too Much Time
Old spreadsheet habits and underused platforms force finance teams to spend 40–50% of their time preparing reports, reformatting, fixing errors, and repeating the same processes monthly.
“That’s exactly what we set out to fix,” Justin says. “What’s the point of a reporting tool if it takes too long to learn or forces you to build everything from scratch? Tools should simplify life, not complicate it.”
Reach Reporting focused on simplicity, speed, and customization—delivering an interface that’s easy to adopt and powerful to scale.
QuickBooks Integration: Familiar Tools, Smarter Automation
The Reach development team collaborated closely with QuickBooks to ensure a seamless experience. Accountants connect their QuickBooks accounts, and reports populate instantly—no manual work, no template tweaking.
“Trends surface immediately,” says Justin, “giving accountants more time to focus on what the data tells them, not on chasing down numbers.”
Explore Reach Reporting on the QuickBooks App Store
Partnering with Intuit
With support from Intuit’s Developer team for a smooth app integration, Reach refined its reporting templates, dashboards, onboarding flows, and alignment with real-world QuickBooks Online and QuickBooks Desktop workflows. The result is reporting that feels intuitive and integrates without disruption.
Read the Intuit blog feature on Reach Reporting
2024 AI Analytics: Intelligence That Enhances, Not Replaces
Reach introduced AI analytics in 2024 to further accelerate insight generation. The AI scans QuickBooks data for anomalies, shifts, or trends, automatically generating visual reports or highlighting issues for review.
“It works like a background assistant,” Justin says. “It surfaces what matters most, so accountants spend less time hunting for data and more time advising clients.”
Smarter Advisory Through Human + AI Collaboration
- Reports auto-generate — eliminating hours of prep.
- AI flags patterns and shifts — providing a clear starting point.
- Accountants apply judgment and context — turning insights into action.
Tasks that once took hours—like deep-dive period comparisons or budget vs. actual analyses—now happen instantly. The result is faster cycles, sharper insights, and advisory that scales.
Empowering Accountants to Advise
Reach Reporting’s evolution mirrors the broader shift in accounting—from number crunching to strategic guidance. By combining live QuickBooks data, AI insights, and flexible customization, Reach helps firms reduce friction and focus on value.
“When accountants have time to be advisors, businesses make better decisions,” says Justin.