Customization, Flexibility, and Automation
Financial statement templates are crucial for tracking and reporting a company’s financial health. Many platforms offer limited, basic templates that leave users feeling tied down to rigid formats, complicated formulas, and steep learning curves. These templates often require extensive manual input, aren’t truly drag-and-drop, and offer little flexibility.
In contrast, Reach Reporting empowers you to easily create professional Fortune 500-style PDF reports and interactive dashboards. Our templates provide fully customizable options, including real-time data integration, and can be shared effortlessly with stakeholders or clients. With Reach Reporting, businesses can create detailed, visually appealing reports that auto-populate with data, saving time and minimizing errors.
What are Financial Statement Templates?
A financial statement template offers a structured framework for reporting a company’s financial activities. Many basic templates restrict users with predefined formats and complex formulas, making them difficult for dynamic reporting.
Reach Reporting solves this issue by offering fully customizable templates that users can tailor to their needs. Whether you need detailed income statements, balance sheets, or cash flow reports, Reach Reporting allows you to build, save, and auto-populate reports without the need to manually update each time.
Types of Financial Statement Templates
Each of the following templates can be produced in seconds through Reach Reporting, pulling real-time financial data directly from your linked accounting platform:
Income Statement Template: Detailed breakdown of revenue, expenses, and net income to measure profitability.
Balance Sheet Template: Summarizes assets, liabilities, and equity to show your financial position.
Cash Flow Statement Template: Tracks cash inflow and outflow for liquidity management.
Financial Summary Template: High-level overview of financial performance, customizable for any period.
Consolidated Multi-Business Report: Combines reports across multiple entities for a consolidated view.
Actual vs Budget Report: Tracks financial performance against budgeted figures.
Year to Date Report: Cumulative financial performance from the start of the fiscal year.
3-Year Financial Projection Report: Project financial performance over the next three years.
3-Way Forecasting: Integrates cash flow, income statement, and balance sheet projections for comprehensive financial planning.
See more templates below.
Who Uses Financial Statement Templates?
Large Corporations:
Reach Reporting transforms CFOs into heroes by automating the creation of detailed, consolidated financial reports across multiple subsidiaries. No more juggling data or wrestling with manual processes. Our platform simplifies even the most complex reporting structures, ensuring accuracy, consistency, and real-time insights.
Now, CFOs can focus on strategy and decision-making and confidently present professional reports that elevate the entire organization and strengthen their leadership impact.
Midsize Businesses:
Reach Reporting simplifies financial reporting by automating the process for midsize businesses without an in-house accountant or the budget for an accounting firm. This allows finance teams to generate accurate, real-time reports with minimal manual data entry, freeing them to focus on strategic decisions rather than administrative tasks.
Without extensive financial expertise, businesses can maintain compliance, reduce errors, and streamline financial workflows, making professional reporting accessible and affordable.
Bookkeepers:
Reach Reporting helps bookkeepers produce accurate, timely, and shareable reports in real time. By automating the process, bookkeepers can ensure consistent compliance and open new revenue streams by upselling various report types to clients.
Efficiency delivers detailed, insightful financial data that increases the value of services and improves client satisfaction.
Small to Enterprise Accounting Firms:
Effortlessly scale your reporting capabilities for clients of any size, from small businesses to large enterprises. Reach Reporting offers customizable templates that automatically populate with financial and non-financial data. Tailored for any industry or client type, this solution simplifies the creation of detailed, compliant reports, allowing firms to save time and focus on delivering value.
Whether working with small businesses or large corporations, firms can generate accurate, insightful reports with little manual effort.
Other Financial Statement Templates You Should Explore
Monthly Reporting: Automate monthly financial reports with real-time data updates.
Quarterly Reporting: Simplify quarterly reporting with customizable templates for key insights.
Performance Analysis: Track and visualize company performance with comprehensive analytics.
Business Insights: Create tailored reports that offer deep business insights.
FP&A Highlights: Financial Planning & Analysis tools to streamline forecasting and budgeting.
Payroll Analytics: Detailed payroll insights for better decision-making.
Cash Flow Insights: Keep an eye on cash flow with clear, real-time reports.
Actual vs Budget Report: Compare actual financial results to budgeted expectations.
Year to Date Report: Track your company’s progress throughout the year.
SAAS Metric Report: Track vital SaaS-specific metrics for better growth management.
Sales Tracker Report: Monitor sales performance with customizable tracker templates.
HR Analysis Report: Gain insights into HR performance with detailed analytics.
Google Analytics Report: Link financial data with web traffic insights for deeper analysis.
Company Valuation Report: Calculate and present company valuation in a professional report.
3-Way Budgeting Report: Prepare a complete budgeting view, including income, balance sheet, and cash flow.
3-Year Financial Projection Report: Easily create 3-year forecasts to guide strategic decisions.
Budget Analysis: Dive deep into budget performance and variance reports.
FP&A Explore Report: Get a comprehensive view of FP&A data with easy-to-read visuals.
Forecast Profitability Radar: Analyze and predict profitability with future-facing radar reports.
The Best Choice for Financial Statement Templates
Unlike other solutions that offer basic, restrictive templates and require significant manual updates, Reach Reporting provides unlimited customization, real-time data integration, and automation to save your business time and effort. Create polished reports and interactive dashboards that are professional and ready to share with stakeholders anytime. Financial reporting has never been easier or more efficient with our powerful platform.
Fully Customizable Templates:
With Reach Reporting, you can create custom templates for your reporting needs, whether managing small business finances, non-profit reporting, or corporate financials.
Familiar Backend:
Reach Reporting’s internal spreadsheet is designed to feel familiar, allowing you to easily build custom formulas. Users love its simplicity, which makes advanced financial modeling feel natural, not intimidating. The platform instantly transforms your formulas into visual metrics that help stakeholders see and understand insights visually. The best part? Once created, your formulas can be saved to the metric library and reused in future reports, streamlining your workflow with simple drag-and-drop functionality.
No Limits:
Unlike traditional platforms, there are no limits on what you can do. You can create any report type, save it as a template in your library, and reuse it with autopopulated data from your accounting systems.
Polished Professional Reports (PDFs and Interactive Dashboards):
Design professional PDF reports and interactive dashboards that look like they were created by a Fortune 500 company without complex formulas or a steep learning curve.
Automation and Quick Sync Updates:
Reach Reporting’s templates pull real-time financial and non-financial data, ensuring that your reports are accurate and up-to-date without requiring manual updates.
Ease of Use:
With drag-and-drop functionality, you can easily build and customize templates. There is no need to learn complicated formulas or spend time updating templates manually each month.
Start using Reach Reporting today to streamline your financial reporting process, enhance data accuracy, and easily create stunning, shareable reports.