Quick Understanding of Reports

Connect Reach Reporting to QuickBooks Online

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Watch Video | Features | Templates | Competitor Comparison | Testimonials

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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.

Integrate with your QuickBooks to get started.

Get QuickBooks

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.

Learn more about QuickBooks

Connect Reach Reporting to QuickBooks Online

Simply authenticate Reach to Connect to QuickBooks to get started. Learn How.

After connecting your company, Reach Reporting will automatically sync your data with Quickbooks, or you can manually sync your data at any time.

Book My Demo >

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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.

Connect your Quickbook Account

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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

The key to information is the ability to understand it.

What do you want to do? Pre-built dashboards and reports? Or build something truly custom. Want to show the relationship between the cash on hand and expenses? What about marketing spend relative to the PPC revenue? Your ability to get granular data can spell the difference for your clients as they guide their business.

Live, actionable, and beautiful data streams. Turn all your work into a template that will magnify your work!

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Template Library

The library is updated with new templates monthly providing a wide range of auto-populated reports, spreadsheets, metrics, and statements that help you quickly display actionable information.

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Auto-populate

Add live text anywhere in your reports. Connect a company and the template will pull live-data from your accounting software! Creating reports has never been this easy.

Share Custom Templates

Quickly manage your templates and share them with your other clients. Reach isn’t just a report builder; it’s a financial storytelling system.

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Build, Save and Manage

Build as many custom reports, spreadsheets, or metric templates as you want. Simply re-use them to jump-start new reports. Create custom spreadsheets with advanced formulas.

View Report Templates

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.

Super Easy

"Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak."

Amazing

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

Simple

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

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."

Helps Summarize

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

Nice Looking

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

Easy to Understand

"Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak."

Value Immediately

"We logged in the first time and found several pre-built reports, dashboards and KPI's with OUR NUMBERS in them. It was really cool to see the value immediately."

See Information

"Reach Reporting has helped us organize our reporting. Now executives only see the information they want; information that is impactful."

Easy to Read Charts

"Reach Reporting has given me a simple way to communicate with my team complex financial information distilled down into easy to read charts."

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. "

Intuitive

"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 QB."