Stop Looking Like Every Other Firm

Reporting should make your value obvious.

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Trusted by advisory-focused firms

Automated report templates cost more than you think.

Kills conversation

Templates don’t create discovery conversations.

Restricts Advisory

Templates restrict unique insight that sets firms apart.

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INCREASES WORK

Change workflows. Retrain staff. Adapt new processes.

Weakens value

Value is diminished when generic templates are used.

See how Reach adapts to your firm, your clients, and the way you work.

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Speed of automation. Flexibility of customization.

Most reporting tools make you choose. Reach Reporting gives you both.

● Interactive Dashboards

Create meaningful conversations.

Turn reports into discussions that uncover opportunities, drive decisions, and strengthen client relationships.

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● Fully Customizable Reports

Increase Client Value

Surface insights others overlook and provide guidance clients can’t get from standard reporting.

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● AI Supercharged Reports

Quickly produce any report you need

Describe the report, dashboard, KPI, forecast, or visualization you want and let AI build it in seconds.

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● Client Portal

Expand Advisory

Bring reporting, dashboards, forecasting, planning, and advisory together in one secure destination that clients can access anytime.

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See What Firms are Building with Reach.

When reporting is no longer limited by templates, possibilities become endless.

Advisory Dashboard

Help clients see opportunities, risks, and performance at a glance.

Financial Review

Executive-ready reporting built for faster decisions and stronger board conversations.

AI Financial Analysis

Automatically surface trends, risks, and opportunities unique to each client.

Franchise Reporting

Compare locations, benchmark results, and identify opportunities.

Forecasting & Planning

Turn historical data into forward-looking decisions.

Nonprofit Impact Reporting

Communicate mission, funding, and outcomes clearly.

Strategic Planning Reports

Help clients make confident decisions about the future.

Key Number Review

Track the metrics that matter most.

Cash Flow Analysis

Help clients stay ahead of problems before they happen.

Industry-Specific Reporting

Tailor reporting to construction, manufacturing, franchises, nonprofits, and more.

Built fast. Advise faster.

Create your first report with a Reach Advisor

At the end of your demo, you will have created your first report and saved it as a template that your firm can use again and again.

See What's Possible

Why firms choose Reach Reporting

4.9/5 average rating • 530+ QuickBooks App Store reviews • Trusted by accountants, bookkeepers, and advisory firms

What Took Days Now Takes Hours

Reach has truly streamlined our entire process. The interface is intuitive, the reporting tools are flexible, and the automation features save a significant amount of time.

– Genesis

Leveled Up Our Advisory Services

Affordable, professional-grade tool to deliver beautiful, customized financials and dashboards. It’s intuitive, powerful, highly customizable, and has elevated the way I present data.

– BlueWave

Absolutely Love Reach!

We shopped around for virtual CFO software and Reach was by far our favorite. We love the spreadsheet feel on the backend of everything, so glad we found this product!

– Powell United

Finally Found What I am Looking For!

I wanted something that I could use for specific budgeting, forecasting, etc. and that integrated with QuickBooks. Reach Reporting is super customizable and easy to use once you get the hang of it.

– Stephanie

Consolidations & Eliminations

Used this to consolidate 10 companies, was very flexible and easy to set up. I was impressed by how easy it was to insert sub-consolidations in the total. Eliminations are very easy.

– Dwayne

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Seamless Multi-Entity Reporting

The multi-entity reporting is seamless, making consolidations effortless. Dashboard creation is intuitive and highly customizable, providing clear financial insights.

– David Kieu

Honest Reach Reporting Review

I would consider it one of the top software tools my firm needs to run smoothly. I have found it to be dynamic and intuitive. I’m sharing it with all my accounting firm-owner friends!

– Stacey Naizer

Exactly What We Are Looking For

We have a number of different companies, all with different legal structures. Reach provides us with what we need and then some. Very intuitive and straightforward user interface.

– Jason

Reach is Part of Our Team

It’s easy to use and affordable, and the support team is great to work with. They’re always helpful and fast to respond with productive solutions. They also make extra effort to ensure things run smoothly.

– Justin McAuliffe

Gives Us What We Need and More

We had been trying to find a software that could adequately complete our various consolidations and financial statements.

– Powell United

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Capterra accounting software integration

Remarkable & Rewarding

This level of engagement is remarkable & very rewarding for both myself as an accountant and for my clients who benefit greatly by understanding how to better manage their businesses.

– Candice R

The Experience is Amazing

I have had a great experience with the Reach Reporting team. They are dedicated to making and delivering a great software to help accounting professionals and business owners’ lives easier.

– Samantha M

Love Reach Reporting

We love how Reach Reporting is easy to connect financial information to, and we love the open formatting options to brand and deliver standard or custom reports.

– Dan B

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 Financial Data

Helps us see trends on monthly financial reports, which give context for our clients to monthly values and make them actionable.

– Candice V

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Reach Reporting can support your firm.

Reach Reporting helps firms create reporting experiences that strengthen relationships, uncover opportunities, and naturally lead to advisory conversations.

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