Quick Understanding of Reports
Connect Reach Reporting to QuickBooks Online
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About QuickBooks
Use Reach + QuickBooks to build professional financial reports.
Reach Reporting connects to QuickBooks Online and provides easy to understand, real-time analysis, and reports of your financial performance data.Â
Integrate with your QuickBooks to get started.
QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.
Connect Reach Reporting to QuickBooks Online
Simply authenticate Reach to Connect to QuickBooks to get started. Learn How.
The Most Powerful Toolset
Create actionable financial reports.
Dashboard
Provide visual data insights in real-time, with cloud-based dashboards.
Reports
Fully customizable reports with premade visual metrics that auto-populate with your Quickbooks data.
Metrics
Build custom visual metrics or select from a library of metric templates that are connected to your live data.
Live Text
A powerful and highly effective tool that auto-populates text blocks with data from Quickbooks. Make any report feel tailor-made.
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Yes, there’s more…
We are continually improving our Reach
Statements
Auto-populate prebuilt statements with data from Xero then easily customize that data. Hide rows, add conditional formatting and so much more.
Sheets
Pull live data then build custom formulas. Build it once. Use it anywhere in Reach.
Budgets
Create budgets right in Reach Reporting then quickly add it to your reports with a click of the mouse.
Google Spreadsheets
Pull data from Google Spreedsheets and blend it with Xero data into a single chart to display in your reports.
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Visually Enhanced Financial Templates
Live, actionable, and beautiful data streams. Turn all your work into a template that will magnify your work!
Template Library
Auto-populate
Share Custom Templates
Build, Save and Manage
COMPETITOR COMPARISSON
Competitor Comparison
See the extent of our Reach.
Features Reach Spotlight Syft Fathom Qvinci Jirav Fully Customizable Report Builder ✓ X X ✓ X X Live Text w/Conditional Formatting ✓ X X ✓ X X Metric Builder in a Spreadsheet Format ✓ X X X X X Fully White-Labeled Client Portal with Dashboards and Reports ✓ X X ✓ X ✓ Scenarios and Full Spreadsheet Customization ✓ X X X X X Setup Clients with View-Only Access to Live Dashboards and Stored PDFs ✓ X X ✓ X X Unlimited Users and Clients ✓ ✓ X ✓ X X Customizable Financial Statements. ✓ ✓ X ✓ ✓ ✓ Rename and Remap Accounts ✓ ✓ X ✓ ✓ ✓ Budgeting/Forecasting ✓ ✓ ✓ ✓ ✓ ✓ Cash Management ✓ ✓ ✓ ✓ ✓ ✓ Consolidation/Roll-Up ✓ ✓ ✓ ✓ ✓ ✓ Google Sheets Integration ✓ X X X X X Free Pre-built Templates to Choose From ✓ ✓ ✓ ✓ ✓ ✓ Create Reports/Dashboards/Metrics to be used as Templates on Companies ✓ ✓ X ✓ X X Spreadsheet Data that Live Updates ✓ X X X X X Integrations Reach Spotlight Syft Fathom Qvinci Jirav Quickbooks Online (QBO) ✓ ✓ ✓ ✓ ✓ ✓ Quickbooks Desktop ✓ ✓ X ✓ ✓ X Xero ✓ ✓ ✓ ✓ ✓ ✓ Google Sheets ✓ X X X X X CSV Import ✓ ✓ X ✓ ✓ ✓ MYOB Coming ✓ X ✓ ✓ X Sage Coming ✓ ✓ X X X NetSuite Coming X X X X ✓ Support / Training Reach Spotlight Syft Fathom Qvinci Jirav In-Person ✓ ✓ ✓ ✓ ✓ X Live Online ✓ ✓ ✓ ✓ ✓ ✓ Webinars ✓ ✓ ✓ ✓ ✓ ✓ Docs ✓ ✓ ✓ ✓ X ✓ Training Videos ✓ ✓ X ✓ X X
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Testimonials
We are Reaching all Professionals.