Reach Reporting

A PROVEN JIRAV ALTERNATIVE

Jirav vs. Reach Reporting

Looking for driver-based FP&A planning software? Compare Jirav with Reach Reporting for client-ready reports, connected 3-way forecasting, cash flow planning, dashboards, and financial analysis, all in a flexible workspace.

  • Automated financial reporting and analysis
  • Connected 3-way forecasting and cash flow planning
  • Customizable dashboards and client-ready reports

Trusted across leading accounting platforms and software marketplaces

FROM RAW DATA TO A DECISION

Turn financial data into decisions

Connect, automate, customize, understand, and plan—all from one financial reporting workspace.

1

Connect your data

Connect QuickBooks, Xero, Digits, MYOB, use a spreadsheet, or upload a CSV trial balance. Bring financial, non-financial, and operational data together.

2

Automate repeatable work

Start with pre-built reports and dashboards, sync current data, and reuse the work every month.

3

Make reports your own

Shape statements, KPIs, charts, comparisons, live text, branding, and complete financial decks.

4

Understand what the numbers are telling you

Use interactive metrics, variance analysis, drill-down, and clear context to understand performance and make better-informed business decisions.

5

Plan all three statements

Budget and forecast the P&L, balance sheet, and cash flow together, then test the drivers.

6

Scale reporting when you need to

Keep pace with changing business requirements, as Reach adapts with minimal manual intervention. Templates scale to support expanding reporting workloads and analytics needs.

SIDE-BY-SIDE

A comparison built for an actual decision

Reach Reporting and Jirav both help you turn accounting data into reports, dashboards, analysis, budgets, and forecasts.

The difference is how much control you want over the result.

Report building Reach Reporting supports Report building Jirav supports Report building
How they differ
Reach Reporting

More control. Start with templates, then shape layouts, calculations, visuals, and live text on one canvas.

Jirav

Build reports and dashboards alongside your financial model.

Native financial statement customization Reach Reporting supports Native financial statement customization Jirav supports Native financial statement customization
How they differ
Reach Reporting

Unlock statements for one-off layouts, or keep locked statements presentation-ready while numbers refresh with Book Month.

Jirav

Shape statements, layouts, and calculations inside the planning workspace.

Account mapping Reach Reporting supports Account mapping Jirav supports Account mapping
How they differ
Reach Reporting

Override the company-wide chart of accounts for reporting without changing bookkeeping. The Account Mapping Tool feeds the Data Picker and locked statements. Mapping is unavailable for CSV and MYOB connections.

Jirav

Classify accounts across entities for consistent reporting.

Three-way planning Reach Reporting supports Three-way planning Jirav supports Three-way planning
How they differ
Reach Reporting

Connect Profit & Loss, Balance Sheet, and Cash Flow in one plan. Assumption changes flow through to projected ending cash.

Jirav

Plan Profit & Loss, balance sheet, and cash flow with connected drivers.

Supporting data across reporting and planning Reach Reporting supports Supporting data across reporting and planning Jirav supports Supporting data across reporting and planning
How they differ
Reach Reporting

Bring non-accounting inputs into reports, dashboards, and plans with company Data Sheets and planning Data Sheets, plus linked Sheets where you use them.

Jirav

Bring workforce, accounting, and operational drivers into reporting and plans.

Scenario modeling Reach Reporting supports Scenario modeling Jirav supports Scenario modeling
How they differ
Reach Reporting

Duplicate budgets or forecasts for base, upside, and downside cases. Vary planning Data Sheet assumptions without rebuilding the model.

Jirav

Run scenarios and compare cases against your planning cadence.

Client delivery and collaboration Reach Reporting supports Client delivery and collaboration Jirav supports Client delivery and collaboration
How they differ
Reach Reporting

Share reports, dashboards, budgets, and forecasts through a dedicated Client Portal with folders, alerts, and PDF download for reports.

Jirav

Share plans and collaborate with your team and stakeholders.

Interactive dashboards for client users Reach Reporting supports Interactive dashboards for client users Jirav supports Interactive dashboards for client users
How they differ
Reach Reporting

Publish interactive dashboards to the Client Portal or shareable links, with filters, exports, and AI analysis where you enable them.

Jirav

Give viewers interactive dashboards with filters and drill-down.

Multi-entity and multi-currency consolidations Reach Reporting supports Multi-entity and multi-currency consolidations Jirav supports Multi-entity and multi-currency consolidations
How they differ
Reach Reporting

Combine compatible companies into one reporting view, with mapping and multi-currency conversion where supported.

Jirav

Consolidate multi-entity and multi-currency groups in one model.

Eliminations Reach Reporting supports Eliminations Jirav partially supports Eliminations
How they differ
Reach Reporting

Zero out designated intercompany accounts in a consolidation. Reach eliminates full account balances; Cash Flow still shows eliminated accounts today.

Jirav

Handle intercompany eliminations as part of group reporting.

Custom branding Reach Reporting supports Custom branding Jirav supports Custom branding
How they differ
Reach Reporting

Apply company or workspace logos and color themes to reports and dashboards inside the Reach experience.

Jirav

Apply firm branding across reports and client-facing outputs.

White label Reach Reporting supports White label Jirav partially supports White label
How they differ
Reach Reporting

Replace Reach app identity with your logo, favicon, and custom subdomain. Paid premium service with a $2,500 one-time setup.

Jirav

Present reports under your firm identity with white-label options.

Benchmarking Reach Reporting supports Benchmarking Jirav supports Benchmarking
How they differ
Reach Reporting

Benchmark with peer consolidations, imported industry data, KPI goals or ranges, budgets as targets, and conditional formatting.

Jirav

Compare performance across entities and peer groups.

AI enhancement Reach Reporting supports AI enhancement Jirav partially supports AI enhancement
How they differ
Reach Reporting

Analyze metrics, generate report and dashboard deliverables, and build dashboard widgets with Claude where enabled.

Jirav

Use AI-assisted analysis inside the planning and reporting workflow.

Data Sources
QuickBooks Online Reach Reporting supports QuickBooks Online Jirav supports QuickBooks Online
How they differ
Reach Reporting

Direct cloud connection with overnight auto-sync and manual sync.

Jirav

Connect QuickBooks Online as a source for reporting and planning.

QuickBooks Desktop Reach Reporting supports QuickBooks Desktop Jirav supports QuickBooks Desktop
How they differ
Reach Reporting

Direct connection through the Reach Desktop Connector on the machine holding the company file.

Jirav

Connect QuickBooks Desktop for company files you still run locally.

Xero Reach Reporting supports Xero Jirav supports Xero
How they differ
Reach Reporting

Direct cloud connection with auto-sync about every 24 hours and manual sync.

Jirav

Connect Xero for reporting and planning.

MYOB Reach Reporting supports MYOB Jirav supports MYOB
How they differ
Reach Reporting

Direct cloud connection. Several data types are not synced; Account Mapping Tool is unavailable.

Jirav

Connect MYOB where your books live in that ledger.

Gusto Reach Reporting supports Gusto Jirav supports Gusto
How they differ
Reach Reporting

Direct payroll connection for employee and contractor metrics, with nightly auto-sync.

Jirav

Bring Gusto payroll figures into workforce-aware plans.

Digits Reach Reporting supports Digits Jirav does not include Digits
How they differ
Reach Reporting

Direct Digits connection for financial statements used in reporting, dashboards, and 3-way forecasts.

Jirav

Digits is not part of the current connector set.

CSV trial balance import Reach Reporting supports CSV trial balance import Jirav supports CSV trial balance import
How they differ
Reach Reporting

Upload a trial balance CSV to build the three main statements. NetSuite, Sage Intacct, Wave Accounting, FreshBooks, Zoho Books, ZipBooks, and other accounting systems can be formatted as a trial balance CSV and uploaded into Reach Reporting.

Jirav

Import CSV or trial-balance files when a direct connector is not in use.

Google Sheets integration Reach Reporting supports Google Sheets integration Jirav supports Google Sheets integration
How they differ
Reach Reporting

Link a native Google Sheet for metrics and live text, with manual sync plus documented nightly sync.

Jirav

Pull supporting figures from Google Sheets into reports and plans.

Microsoft Excel imports Reach Reporting supports Microsoft Excel imports Jirav supports Microsoft Excel imports
How they differ
Reach Reporting

Upload Excel as a Data Sheet and re-upload when figures change. This is a manual path, not a live Excel connection.

Jirav

Import Microsoft Excel workbooks for supporting schedules.

Support & Resources
Onboarding and implementation Reach Reporting supports Onboarding and implementation Jirav supports Onboarding and implementation
How they differ
Reach Reporting

Get guided onboarding, implementation help, and live training shaped around your reporting needs.

Jirav

Get guided onboarding to stand up your model and first report packs.

Live one-on-one support Reach Reporting supports Live one-on-one support Jirav supports Live one-on-one support
How they differ
Reach Reporting

Reach a person by live chat, email, phone, or Zoom when you need troubleshooting or a better build path.

Jirav

Reach live support when questions come up during close and planning.

Training as you grow Reach Reporting supports Training as you grow Jirav supports Training as you grow
How they differ
Reach Reporting

Continue with webinars, tutorials, and personalized training as you add users, clients, and advanced workflows.

Jirav

Keep learning with training as your team and client load grow.

full partial none

Choose Reach if...

You want control over client-ready delivery

$

You need client-specific statement structures and a dedicated client portal for recurring advisory delivery.

$

You want reporting, financial planning, and a dedicated client workspace in one recurring process.

$

You bring operational context into management reports with supported spreadsheets and accounting sources.

$

You want clear connection-based tiers ($149 / $290 / $550) and a 30-day trial with no credit card.

CHOOSE JIRAV IF…

You need workforce schedules and drivers

$

You need workforce schedules in the plan.

$

You want guided implementation on a larger rollout.

$

You need deeper plan management on the right tier.

$

You prefer planning around operating schedules.

From people who compared both

What Reach customers say about reporting

See why people chose Reach Reporting over Jirav.

5 star ratings from users of Reach Reporting
Switched from Jirav

Features and pricing make Reach a Win

“I like the out-of-the-box templates they provide, the ability to mark budgets as official, and the sync feature with Google Sheets.”

Kevin M. · Owner
5 star ratings from users of Reach Reporting
Reach customer

Time-Saving, Client-Ready Financial Reporting

“My overall experience with Reach Reporting has been very positive. It saves significant time on recurring reporting, produces clear visual dashboards for clients, and lets me focus more on analysis than on manual Excel work.”

Alvaro C. · Finance leader
5 star ratings from users of Reach Reporting
Reach customer

An excellent tool, for all accounting firms

“It has been an excellent experience all around. The onboarding was very thorough and I really felt led into best use cases and really getting setup for success.”

Caitlin B. · Finance leader
5 star ratings from users of Reach Reporting
Reach customer

Streamlined Reporting With a Great UI

“My overall experience was very positive. Reach Reporting streamlined our monthly, quarterly, and annual reporting processes, making it easy to produce clean, professional financial statements and dashboards.”

Jordan N. · Finance leader
5 star ratings from users of Reach Reporting
Reach customer

Consistent, High-Quality Client Reporting Made Easy

“We've been using Reach Reporting since August 2025 to create standardized financial statements and custom client reports. The platform produces professional-looking reports that are easy to customize and present to clients.”

Aaron S. · Finance leader
5 star ratings from users of Reach Reporting
Reach customer

Reach Reporting is a huge time saver!

“Using Reach Reporting has been fantastic. It has been a huge time saver for me and my company and we love using it.”

Jake M. · Finance leader
Report Builder

Reporting

Which reporting workflow fits the way you work?

Jirav and Reach both turn accounting data into polished financial reports. Jirav places reports around the finance team’s model; Reach’s case is strongest when distinct client reports and ongoing delivery drive the buying decision.

Jirav keeps performance discussions close to operating assumptions. Its structured editor, ready-made charts, financial statements, KPIs, and reusable templates help teams produce standardized management reports.

Reach gives you more control. Start with a proven template, then customize the layout, metrics, calculations, account groupings, visuals, live text, and supporting business data. Keep statements connected to the accounting system—or unlock them when the business needs a more tailored view.

Forecasting

How will you build and maintain the plan?

Both Reach and Jirav connect the profit and loss, balance sheet, and cash flow statement. The difference is how you build and manage the plan.

Reach Reporting gives you more control over the model. Build budgets and forecasts in a familiar spreadsheet-style workspace. As the plan changes, Reach updates the balance sheet and cash forecast—while keeping actuals, reports, and dashboards connected.

Jirav’s deeper planning offer includes workforce and operating schedules on qualifying tiers. Start with a baseline forecast, then add drivers, scenarios, and microforecasts for specific events such as hiring an employee, purchasing equipment, taking out a loan, or raising capital.

Custom Forecasting

BUILT FOR TEAMS COMPARING JIRAV

Built for how advisory teams actually deliver

Get started without rebuilding everything. Go from connected data to useful reporting quickly. Built for small business owners and financial managers who need clear reporting.

1

Outgrew model-first delivery

Need designed client report packs plus an ongoing portal clients actually return to.

2

Sales-led vs self-serve start

Want connection-based pricing and a 30-day trial — not only an implementation-led quote cycle.

3

Reporting-led advisory months

Priority is custom client reporting connected to manageable planning — not only workforce schedules.

4

Comparing Jirav on substance

Plan-tier depth, portal delivery, and driver needs — not acquisition scare tactics.

SIMPLE, PUBLIC PRICING

Start with the complete Reach platform

Every new account begins with 30 days of access to the complete Reach Reporting platform.

After your free trial, continue with the complete platform starting $149 per month. If you do not subscribe, your account automatically moves to Reach Basic.

No credit card required. No need to cancel.

Complete Reach Reporting

$149/month
The full platform, billed by company connection
1 Company

STRAIGHT ANSWERS

Frequently asked questions

Is Reach Reporting a Jirav alternative?

Yes, where your needs overlap with financial reporting and planning. Reach is worth testing for custom client reporting connected to a manageable planning workflow; Jirav deserves consideration for workforce schedules and detailed operating drivers. Compare a real recurring task before deciding.

Does Reach offer connected three-way planning?

Yes. Reach connects P&L, balance-sheet movements, and cash in one planning workflow. Jirav also supports connected statements with plan-limited depth. Test the schedules your business needs.

Can I use my accounting data when moving from Jirav?

Yes. Reach names QBO, QBD, Xero, MYOB, Digits, and Gusto among its connections, plus Sheets/Excel/CSV. Verify your ledger edition before switching; existing Jirav models should not be assumed to transfer automatically.

Is Reach suitable for CFO teams and planning-focused firms?

It can be, if reporting, planning, and delivery fit the documented product. Start with one representative company. Jirav may still fit better where workforce schedules and operating drivers are central.

Which difference deserves the closest evaluation?

Start with Reach’s client-report packs and portal delivery as the evaluation frame — how recurring packs, statements, and client access actually go out. Then confirm whether Jirav’s workforce and operating-driver depth (and which plan tier) is essential to the model you run. Compare a worked example rather than a generic feature score.

Can I test Reach before switching from Jirav?

Reach offers a 30-day free trial with no credit card required. Jirav is typically sales-led / implementation-positioned; a standard self-service free trial was not verified. Plan rebuild time if you switch — reports do not auto-transfer.

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