Financial Reporting Software for Accounting Firms
Reach Reporting is financial reporting and planning software built for accounting firms and CAS teams. Standardize multi-client reports, automate updates from QuickBooks, Digits, MYOB, and Xero, while delivering advisory-ready dashboards with 3-way forecasting.
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Built for Accountants, Advisors, and Client Advisory Teams
Reach Reporting is built for accounting firms, advisors, and CAS teams that want to automate financial reporting and planning to deliver higher-value, advisory-level insight to their clients.
Reach Reporting is not designed for personal finance, personal budgeting, or one-off reporting.
9 Key Reach Reporting Features Accountants Love
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How Reach Reporting Works for Accounting Firms
Reach Reporting helps accounting firms deliver consistent, advisory-ready reporting in four steps:
- Connect client data from QuickBooks Online, QuickBooks Desktop, Xero, Digits, Google Sheets, MYOB, Microsoft Excel, or CSV files.
- Standardize reporting with firm-approved templates applied consistently across every client and engagement.
- Forecast and plan by linking the income statement, balance sheet, and cash flow into forward-looking projections.
- Explain insights clearly with dashboards and AI-assisted analysis that clients can understand and act on.
The Foundation for Advisory-Level Deliverables
Integration and Automation for Accounting Firms
Connect accounting systems and spreadsheets once, then let reports update automatically as client data changes. No rework each period.
Reporting Templates for Consistent Client Reporting
Apply firm-approved templates across all clients to deliver consistent, professional reports without the need to rebuild layouts.
Fully Customizable Reports for Your Firm
Customize metrics, layouts, and presentation so every report matches your firm’s standards and client needs.
Support That Helps You Thrive
Reach Reporting is dedicated to helping you maximize this one-of-a-kind financial reporting and planning tool.
Deliver Advisory Level Insight and Planning
AI-Powered Financial Analysis for Firms
Automatically analyze financial data to surface trends, risks, and insights that support faster, higher-value guidance.
3-Way Forecasting for Advisory Firms
Link income statements, balance sheets, and cash flow forecasts to support planning, scenario modeling, and advisory conversations.
Visual Financial Storytelling for Clients
Turn financial data into visual narratives that help clients understand performance and make informed decisions.
How Accounting Firms Use Reach Reporting
Accountants, advisors, and CFOs use Reach Reporting to:
- Gain real-time financial visibility
- Reduce manual reporting effort
- Improve cash flow awareness
- Support strategic planning
- Make faster, data-driven decisions
Accounting firms use Reach Reporting to standardize client reporting, automate updates, and deliver advisory-ready insights at scale.
Explore case studies from accounting and advisory firms using Reach Reporting in production.
Shareable Financial Dashboards and PDF Reports
Deliver dashboards and PDFs clients can access, understand, and reference—without manual distribution or follow-ups.
Built to Scale Client Advisory Deliverables
Scale customized reports across clients effortlessly. This delivers deeper insights, expands offerings, and boosts revenue without added reporting time.
FAQ:
Reach Reporting for Accounting Firms
These questions reflect what accountants, advisors, and CAS teams commonly ask when evaluating Reach Reporting for client financial reporting.
Is Reach Reporting built specifically for accounting firms?
Yes. Reach Reporting is designed for accountants, advisors, and Client Advisory Services (CAS) teams who need scalable reporting, consolidation, and forecasting across multiple clients.
Does Reach Reporting work with QuickBooks, Digits, and Xero?
Yes! Reach Reporting integrates directly with QuickBooks Online, QuickBooks Desktop, and Digits, Xero, MYOB, as well as Google Sheets and Excel.
Can accounting firms standardize reports across all clients?
Absolutely. Firms can create reusable templates that maintain consistency while still allowing customization for each client.
How does Reach Reporting support advisory services?
By combining historical reporting with 3-way forecasting, dashboards, and scenario planning, Reach Reporting helps accountants move from compliance to forward-looking advisory.
Is Reach Reporting suitable for multi-entity and multi-currency clients?
Yes. Multi-entity and multi-currency consolidation is a core use case, making it ideal for complex client structures.
Does consolidation support both actuals and budget data?
Yes. Consolidation can be applied to both actual and budget data, allowing accountants to compare planned versus actual performance across multiple entities in a single view.
Is multi-business consolidation scalable as organizations grow?
Scalable consolidation allows companies to add or remove entities as needed without restructuring reports. This flexibility supports growth, acquisitions, and organizational changes over time.
Who benefits most from multi-business and multi-currency consolidation?
Multi-business and multi-currency consolidation is ideal for accounting firms, finance teams, and organizations managing multiple entities or international operations that require accurate, efficient group-level reporting.