Ben Cooper

Financial Reporting
Transformation

A Reach Reporting Case Study

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

BusinessAdvisor

“It is a better experience for my clients than anything I’ve ever been able to provide before.”

– Ben Cooper

The Company

Amplify, founded by Ben Cooper in 2016, emerged from a vision cultivated during an MBA program and experiences with a group of investors in Nashville, Tennessee. Amplify set out to redefine the landscape of financial advisory services. However, the journey wasn’t without its challenges, notably the limitations posed by traditional spreadsheet approaches.

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The Challenge

Amplify faced significant hurdles with the conventional spreadsheet-based system. They are overwhelmed with hours of data preparation and customization for each client. This method was time-consuming and also lacked scalability and efficiency. They needed a solution that seamlessly integrate with accounting platforms while offering superior customization and formula capabilities.

The Solution

Amplify’s turning point came with the discovery of Reach Reporting. This comprehensive tool distinguished itself by its ability to save time, enhance client experiences, and facilitate the quick onboarding of new clients. It marked the beginning of a transformative journey for Amplify, enabling a level of service previously unattainable with traditional methods.

“We can finally bring all the insights

into one single experience.”

Amplify logo grey

The Conclusion

Amplify’s journey with Reach Reporting is a testament to the transformative power of innovative financial tools. By embracing Reach Reporting, Amplify overcame the limitations of traditional reporting methods, unlocking new avenues for creative and effective financial analysis. Ben Cooper’s encouragement for other advisors to adapt and learn from these advanced tools highlights a broader industry trend towards more insightful, personalized, and impactful financial advisory services. The case of Amplify and Reach Reporting underscores the importance of understanding clients’ deeper business goals to tailor services effectively, fostering stronger connections and facilitating the achievement of those goals.

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Professionals are Saying!

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 QuickBooks.”

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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

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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.”

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.”

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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