Reporting Made Easy

Automated Reporting and Planning

The smart way to visualize your data in just a few clicks. Create amazing reports and dashboards to get real-time insights. Customize pre-built templates.

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Connect Your Data

Integrate your accounting software or use a spreadsheet or a CSV Trial Balance to upload data.

screen shots of Reach Reporting spreadsheet

Automated and Flexible Spreadsheets

Enter the world of self-service reporting and let Reach Reporting automatically visualize your key business drivers. Or create your customized dashboards and reports in a familiar spreadsheet environment.

Inside Reach Reporting's UX for report building

Visual Data Storytelling

Put your data into the right perspective by using advanced functionalities like dynamic statements, interactive metrics, and live text. Drill down into underlying data. Use your own branding and colors.

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Empower Your Team

Share reports and dashboards for strategic and actionable decision-making. Focus on driving business growth.

AI Generated Reports and Dashboards

Tired of spending hours building reports and dashboards? Our latest AI-powered features take financial reporting to the next level—automating data insights, generating reports in seconds, and creating stunning dashboards effortlessly.

Save hours transforming data.

Make smarter decisions faster.

In order to help you the best, tell us what kind of business would describe you?

Report sample for an automated financial monthly close

Automated Monthly Close

See how companies are automating their Profit & Loss, Balance Sheet, and Cash Flow statements faster and improving their business decisions. 

metrics showing automated consolidations

Automated Consolidation

Consolidate your financials and easily convert them into a currency of your choice.

chart that displays how 3-Way forecasting improves reports

3-Way Planning

Our integrated 3-way forecasting provides a complete picture of projected business scenarios in minutes by seamlessly integrating the P&L, Balance Sheet, and Cash Flow Statement. Budget and forecast by department or class, and tweak drivers on your P&L to instantly visualize their impact on monthly cash flow and balance sheet positions.

a display of Reach Reporting's fully customizable reports

Provide Analysis

Shorten your report development cycles drastically and spend more time analyzing, understanding, and making strategic decisions. Then provide visual reports and dashboards that show your findings.

Report showing how to incorporate non financial data

Non-Financial Integration

Bring in your non-financial data using our datasheets or Google Sheets. Create comprehensive dashboards and reports. Have all your data in one place.

Trusted by Financial Professionals

QuickBooks accounting software integration

What Took Days Now Takes Hours

Reach has truly streamlined our entire process. The interface is intuitive, the reporting tools are flexible, and the automation features save a significant amount of time.

- Genesis

Leveled Up Our Advisory Services

Affordable, professional-grade tool to deliver beautiful, customized financials and dashboards. It's intuitive, powerful, highly customizable, and has elevated the way I present data.

- BlueWave

Absolutely Love Reach!

We shopped around for virtual CFO software and Reach was by far our favorite. We love the spreadsheet feel on the backend of everything, so glad we found this product!

- Powell United

Finally Found What I am Looking For!

I wanted something that I could use for specific budgeting, forecasting, etc. and that integrated with QuickBooks. Reach Reporting is super customizable and easy to use once you get the hang of it. 

- Stephanie

Consolidations & Eliminations

Used this to consolidate 10 companies, was very flexible and easy to set up. I was impressed by how easy it was to insert sub-consolidations in the total. Eliminations are very easy. 

- Dwayne

5 star ratings from Quickbooks users
Xero accounting software integration

Seamless Multi-Entity Reporting

The multi-entity reporting is seamless, making consolidations effortless. Dashboard creation is intuitive and highly customizable, providing clear financial insights.

- David Kieu

Honest Reach Reporting Review

I would consider it one of the top software tools my firm needs to run smoothly. I have found it to be dynamic and intuitive. I'm sharing it with all my accounting firm-owner friends!

- Stacey Naizer

Exactly What We Are Looking For

We have a number of different companies, all with different legal structures. Reach provides us with what we need and then some. Very intuitive and straightforward user interface.

- Jason

Reach is Part of Our Team

It's easy to use and affordable, and the support team is great to work with. They're always helpful and fast to respond with productive solutions. They also make extra effort to ensure things run smoothly.

- Justin McAuliffe

Gives Us What We Need and More

We had been trying to find a software that could adequately complete our various consolidations and financial statements.

- Powell United

5 star ratings from Xero users
Capterra accounting software integration

Remarkable & Rewarding

This level of engagement is remarkable & very rewarding for both myself as an accountant and for my clients who benefit greatly by understanding how to better manage their businesses.

- Candice R

The Experience is Amazing

I have had a great experience with the Reach Reporting team. They are dedicated to making and delivering a great software to help accounting professionals and business owners’ lives easier.

- Samantha M

Love Reach Reporting

We love how Reach Reporting is easy to connect financial information to, and we love the open formatting options to brand and deliver standard or custom reports.

- Dan B

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 Financial Data

Helps us see trends on monthly financial reports, which give context for our clients to monthly values and make them actionable.

- Candice V

5 star ratings from Capterra users