Features
& Tools
Self-service reporting and planning in just a few clicks.
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.”