Manual reporting is the most expensive task you don’t track. It’s invisible on your P&L but erodes margin, clarity, and client satisfaction. The cost? Finance teams spend over 48% of their time preparing and updating their reports, which is tens of hours lost to reformatting, copying, and fixing formulas each month.
Every hour spent formatting is an hour not advising, which is a huge opportunity cost.
Reach Reporting works with QuickBooks Online and QuickBooks Desktop to deliver automated, customizable reports, budgets, and forecasts that give you actionable insights. Most firms try to manage with bloated software they don’t use or with spreadsheets they don’t trust. Reach Reporting gives you the flexibility of Excel with the power of AI-driven automation. No more workarounds or monthly rebuilds.
Who It’s For
- Business owners who want more financial clarity
- Accountants who want to stop rebuilding reports every month
- CFOs who need to share updates with teams or investors
- Franchises and nonprofits with complex reporting needs
- Growing companies that don’t want to waste money on bloated software
If you are a QuickBooks user needing automated, customizable reporting and planning, this is for you. You can easily connect your account and seamlessly sync your QuickBooks Online or QuickBooks Desktop accounting data and any non-financial data stored in Microsoft Excel or Google Sheets.
Save Time with Automation, Supercharged by AI
Now let’s take it further and see how Reach Reporting’s AI transforms that automation into intelligent action.
- Automated, data-driven insights: Skip guesswork as our AI instantly analyzes your key metrics and financial statements, calling out critical trends and opportunities within seconds.
- AI-powered report & dashboard generation: With one click, generate polished, data-rich reports and visually compelling dashboards tailored to your business.
- Dynamic, business-specific KPIs: Instead of generic indicators, Reach’s AI tool suggests the most relevant KPIs based on your chart of accounts and financial patterns, so you can measure what truly matters.
For example, Reach Reporting’s AI analysis might instantly highlight a 12% drop in gross margin compared to last quarter, identify the cost center behind it, and flag it as a trend, all before you even open Excel. What used to take hours of analysis now happens in seconds!
Easily Build & Customize Reports
Reach Reporting gives you fully customizable reports for monthly, quarterly, or annual needs. You can even create investor-ready reports. Pull in data from multiple sources and create dashboards that match your brand.
Here’s the best part: build a report once, save it as a template, and reuse it wherever you need it. It’ll update with the latest QuickBooks data automatically. No more rebuilding spreadsheets or fixing formulas for each client.
You’ll save time and keep things consistent.
Turn Insights into Opportunities
Your QuickBooks data has a story. Reach Reporting helps you tell it. With a simple drag-and-drop interface, you’ll create professional reports, model scenarios, and forecast revenue. AI summaries highlight trends and insights you might miss.
“Reach Reporting sets us apart,” says Pam Jordan, CEO of Pivot Business Group. “It turns routine reports into premium services.” You’ll strengthen client relationships and create new revenue streams.
Meet You Where You Are
- Struggling with spreadsheets? You’ll turn QuickBooks data into visual insights.
- Worried about growth? You’ll cut month-end closing times by 30% (Source: Reach Reporting Case Studies, 2024).
- Need something unique? You’ll sync data in real time for accurate, actionable reports.
Support for All Small Businesses
Small business owners face big challenges. Some start businesses by choice, others out of need. Reach Reporting and QuickBooks Online welcome everyone. You don’t need to be an Excel expert. The drag-and-drop interface and AI make it easy for anyone to create impactful reports. You’ll assist clients, whether new or well-established, in sharing their financial story with clarity.
Get Started Now
Ready to stop rebuilding the same report every month? See how Reach Reporting and QuickBooks can cut your reporting time by 50% and unlock insights in minutes. Explore the QuickBooks App Store.