Intuit + Reach Reporting Webinar: Beyond Spreadsheets

The Real Reporting Pain Points

Attendees didn’t hold back when it came to sharing what’s slowing them down:

• Hours lost every month to manual spreadsheet updates
• Static reports that don't tell the full story
• Clunky visuals that confuse more than they clarify
• Forecasts that are either missing or based on outdated info

Many financial professionals juggle clunky tools or outdated systems that create more work than value. About 60% said that better visual reporting was a top need. Half craved automation to save time, and 40% wanted stronger forecasting. QuickBooks Online limitations came up, too: missing project-level data, inconsistent charts of accounts, and weak Excel integration.

Here’s what people said:

• "Customizability rooted in Excel is a strength where alternatives lack."
• "AI for report writing is valuable."
• "Chat help is fantastic."
• "Great for growth in CAAS for CPAs."
• "Tons of time saved with custom reports."

What Makes Reach Different

Reach Reporting combines automation, customization, and AI in one intuitive platform:

• No learning curve: Spreadsheet-friendly interface with built-in logic
• Templates that scale: Apply templates across clients and teams, including non-financial data
• Live QuickBooks integration: Keep reports current without manual syncing
• Real-time dashboards: Drag-and-drop metrics, trend tracking, custom visuals
• AI-powered narratives: Generate clear explanations and summary text from your numbers

And it doesn’t stop there:

• Budgeting and forecasting with rolling updates
• AR/AP aging reports, consolidations, and multi-currency
• Editable client portals and white-labeling

Key Takeaways from the Demo

• Dashboards: Build interactive dashboards with KPIs like ROI, break-even, and cash flow
• Reports: Save time with AI-assisted report content, custom themes, and reusable templates
• AI Builder: Let the platform analyze trends and auto-generate tailored reports
• Forecasting: Use predictive tools that feed directly into financial statements

People loved the fast-paced walkthrough. It gave a real feel for what’s possible. Some seasoned users said they’d love more advanced sessions, maybe slower-paced or more hands-on.

Real Business Impact

• Saving 10 to 15 minutes per client on basic reporting tasks
• Recovering hours per client for more complex workflows
• Charging more for advisory by presenting clearer, branded, value-driven insights

No wonder Reach has 530+ reviews on the Intuit QuickBooks App Store with an average rating of 4.9 out of 5 stars!

Webinar Poll Insights

• 40% are still stuck in spreadsheets
• 25% rely on basic reports
• 20% have tried other tools but didn’t get results

More than a third said visuals frustrate them. Forecasting came in next, followed by the time it takes to build reports. People are hungry for a better way, a faster way.

Q&A Highlights

• Client Collaboration: Editable portals make budgeting a breeze
• Data Syncing: Always up to date thanks to auto-sync
• Custom Templates: Including AR/AP reports
• Support: Backed by tutorials, webinars, and live help
• Consolidations: Automated with new mapping tools coming
• White Labeling: Full control over branding for dashboards and reports
• Pricing: Starts at $149/month, unlimited users, scales with your firm