Accounting Firm
Reporting & Planning

Here are some key uses accountants, advisors, and financial professionals have found invaluable with Reach Reporting.

Excel SpreadsheetReach Reporting

Drag the orange icon left and right to transform the spreadsheet effortlessly.


Financial Analytics

Easily convert client data into engaging stories using dynamic statements & interactive metrics that liberate you and your team from hours of manual and repetitive tasks.

Get more from your data.


Integration & Automation

Connect complex data from QBO, Xero, Google Sheets, and Microsoft Excel to easily automate financial and non-financial reports and visuals.

Automated &


Adapt each template to quickly unlock business insights built to your team’s preferences. All within a familiar spreadsheet environment, with no downsides.


Cash Flow

Gain comprehensive insights and foresights with automated cash flow planning. Simple planning is possible.

Time Saving

Multi-Business Consolidation

Enact easy eliminations and conduct easy financial consolidations effortlessly across diverse currencies to give clear, consolidated insights.

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Minimize errors and save time for your team by using our pre-built templates or modify each template to meet your client’s needs.


Client Communication

Our client portal grants access to various departments and clients, enhancing decision-making from firm to client. Providing view-only access to data, ensuring personalized, secure, and efficient data empowerment.

See what accountants are saying.

Dave Wilson

Co-Founder of Proven CFO

“We have finally been able to standardize and customize our deliverables.”

Jake Grimm

Director of Technology,
Summit CPA Group

“Effortlessly took our financial presentations to the next level.”

Templates are Fantastic

"Love the ability to create templates of metrics and reports that you and your team can use across the platform."

Incredibly Powerful

"It's basically what would happen if Tableau and Excel had a baby. They somehow were able to pack every feature you could want, Made it incredibly powerful, and still make it a pleasure to use. "


"The customization is very easy to use, intuitive and very much designed to think like Excel but, of course, without the potential for human interface errors, constant updating."

The Best Tool

"This tool is HANDS DOWN the best tool that I have ever used to produce financials, trends, and KPIs. I have been looking for this tool my ENTIRE career."

Blown Away

"I was blown away! I love how customize-able it is because as a Non-profit, all our lingo is different, even when using the Non-profit version of QuickBooks."

Reach Has Set the Standard

Reach has set the standard for all other integrated reporting systems. User friendly & customizable. Our clients look forward to getting their Reach Report every month!

Game Changer

3-way planning and forecasting without touching Excel, seamless consolidations, and tailored company reporting that updates each month has changed my planning and reporting processes for ever.

Great Report Consolidation!

Excited to use Reach Reporting to process multiple reports more quickly. Being able to customize what reports I'd like to use and then process with one click is simply amazing

Great reporting tool

Intuitive tool that connects easily with Xero. Has some great features to make professional reports in no time

Helps Summarize

"This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format."


"Reach reporting is amazing and so easy to work with."


"I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates."

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

"Helps us see trends on monthly financial reports which give context to monthly values and make them actionable."

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