A PROVEN JOIIN ALTERNATIVE
Joiin vs. Reach Reporting
Looking for multi-entity consolidation reporting? Compare Joiin with Reach Reporting for consolidations, client-ready reports, connected 3-way forecasting, and financial planning in one flexible workspace.
- Multi-entity consolidations and reporting
- Connected 3-way forecasting
- Client-ready reports and dashboards
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.
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.
Automate repeatable work
Start with pre-built reports and dashboards, sync current data, and reuse the work every month.
Make reports your own
Shape statements, KPIs, charts, comparisons, live text, branding, and complete financial decks.
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.
Plan all three statements
Budget and forecast the P&L, balance sheet, and cash flow together, then test the drivers.
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
Joiin and Reach Reporting 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 Joiin supports Report building
More control. Start with templates, then shape layouts, calculations, visuals, and live text on one canvas.
Build consolidated report packs for the group.
Native financial statement customization Reach Reporting supports Native financial statement customization Joiin supports Native financial statement customization
Unlock statements for one-off layouts, or keep locked statements presentation-ready while numbers refresh with Book Month.
Customize report layouts on Core, Pro, and Max.
Account mapping Reach Reporting supports Account mapping Joiin partially supports Account mapping
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.
Classify accounts with custom layouts for group reporting.
Three-way planning Reach Reporting supports Three-way planning Joiin supports Three-way planning
Connect Profit & Loss, Balance Sheet, and Cash Flow in one plan. Assumption changes flow through to projected ending cash.
Forecast Profit & Loss, balance sheet, and cash flow together.
Supporting data across reporting and planning Reach Reporting supports Supporting data across reporting and planning Joiin supports Supporting data across reporting and planning
Bring non-accounting inputs into reports, dashboards, and plans with company data sheets and planning data sheets, plus linked Google Sheets where you use them.
Bring non-financial data into reports and plans on higher tiers.
Scenario modeling Reach Reporting supports Scenario modeling Joiin supports Scenario modeling
Duplicate budgets or forecasts for base, upside, and downside cases. Vary planning Data Sheet assumptions without rebuilding the model.
Run scenario modeling matched to your plan tier.
Client delivery and collaboration Reach Reporting supports Client delivery and collaboration Joiin supports Client delivery and collaboration
Share reports, dashboards, budgets, and forecasts through a dedicated Client Portal with folders, alerts, and PDF download for reports.
Share packs via PDF, CSV, and Excel with your stakeholders.
Interactive dashboards for client users Reach Reporting supports Interactive dashboards for client users Joiin supports Interactive dashboards for client users
Publish interactive dashboards to the Client Portal or shareable links, with filters, exports, and AI analysis where you enable them.
Give viewers interactive dashboards for group performance.
Multi-entity and multi-currency consolidations Reach Reporting supports Multi-entity and multi-currency consolidations Joiin supports Multi-entity and multi-currency consolidations
Combine compatible companies into one reporting view, with mapping and multi-currency conversion where supported.
Consolidate multi-entity and multi-currency groups with FX by tier.
Eliminations Reach Reporting supports Eliminations Joiin supports Eliminations
Zero out designated intercompany accounts in a consolidation. Reach eliminates full account balances; Cash Flow still shows eliminated accounts today.
Apply eliminations as part of group reporting.
Custom branding Reach Reporting supports Custom branding Joiin supports Custom branding
Apply company or workspace logos and color themes to reports and dashboards inside the Reach experience.
Brand report packs for client and leadership delivery.
White label Reach Reporting supports White label Joiin does not include White label
Replace Reach app identity with your logo, favicon, and custom subdomain. Paid premium service with a $2,500 one-time setup.
White labeling is coming soon and is not available in the current offer.
Benchmarking Reach Reporting supports Benchmarking Joiin partially supports Benchmarking
Benchmark with peer consolidations, imported industry data, KPI goals or ranges, budgets as targets, and conditional formatting.
Compare performance across entities inside the group.
AI enhancement Reach Reporting supports AI enhancement Joiin supports AI enhancement
Analyze metrics, generate report and dashboard deliverables, and build dashboard widgets with Claude where enabled.
Use AI assistance inside the reporting and forecasting workflow.
QuickBooks Online Reach Reporting supports QuickBooks Online Joiin supports QuickBooks Online
Direct cloud connection with overnight auto-sync and manual sync.
Connect QuickBooks Online among Joiin ledger connectors.
QuickBooks Desktop Reach Reporting supports QuickBooks Desktop Joiin supports QuickBooks Desktop
Direct connection through the Reach Desktop Connector on the machine holding the company file.
Connect QuickBooks Desktop for company files you still run locally.
Xero Reach Reporting supports Xero Joiin supports Xero
Direct cloud connection with auto-sync about every 24 hours and manual sync.
Connect Xero among Joiin ledger connectors.
MYOB Reach Reporting supports MYOB Joiin supports MYOB
Direct cloud connection. Several data types are not synced; Account Mapping Tool is unavailable.
Connect MYOB among Joiin ledger connectors.
Gusto Reach Reporting supports Gusto Joiin partially supports Gusto
Direct payroll connection for employee and contractor metrics, with nightly auto-sync.
Bring Gusto payroll figures into workforce-aware packs.
Digits Reach Reporting supports Digits Joiin does not include Digits
Direct Digits connection for financial statements used in reporting, dashboards, and 3-way forecasts.
Digits is not part of the current connector set.
CSV trial balance import Reach Reporting supports CSV trial balance import Joiin supports CSV trial balance import
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.
Import CSV or trial-balance files for ledgers without a direct connector.
Google Sheets integration Reach Reporting supports Google Sheets integration Joiin supports Google Sheets integration
Link a native Google Sheet for metrics and live text, with manual sync plus documented nightly sync.
Pull supporting metrics from Google Sheets into group reports.
Microsoft Excel imports Reach Reporting supports Microsoft Excel imports Joiin supports Microsoft Excel imports
Upload Excel as a Data Sheet and re-upload when figures change. This is a manual path, not a live Excel connection.
Use the Excel add-in on Pro and above for workbook imports.
Onboarding and implementation Reach Reporting supports Onboarding and implementation Joiin supports Onboarding and implementation
Get guided onboarding, implementation help, and live training shaped around your reporting needs.
Get onboarding matched to your plan when you stand up the group.
Live one-on-one support Reach Reporting supports Live one-on-one support Joiin supports Live one-on-one support
Reach a person by live chat, email, phone, or Zoom when you need troubleshooting or a better build path.
Reach live support during close and group reporting.
Training as you grow Reach Reporting supports Training as you grow Joiin supports Training as you grow
Continue with webinars, tutorials, and personalized training as you add users, clients, and advanced workflows.
Keep teams trained as company counts and workloads grow.
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, connected three-statement planning, and a dedicated client workspace in one recurring process.
You brand and deliver standard or custom packs with open formatting and supported accounting sources.
You want clear connection-based tiers ($149 / $290 / $550) and a 30-day trial with no credit card.
CHOOSE JOIIN IF…
You want consolidated group reporting
You want consolidated group reporting.
You need company-count packaging (Pro or Max).
You prefer a group-oriented reporting process.
You do not need a dedicated white-label portal.
From people who compared both
What Reach customers say about reporting
See why people chose Reach Reporting over Joiin.
SO good!
“Reach saves me so much time and is very easy to use for my clients. I love the updating dashboards and simple reports each month.”
Shena White · Finance leader
Amazing tool
“Could not ask for better reports and function.”
Amber Maczko · Finance leader
Great Reports!
“Reporting made easy and quick with the Xero-Reach integration. You will not be disappointed!”
Maria Sanchez del Pozo · Finance leader
Love Reach!
“Reach is a great tool for appealing reports that provide incredible visuals!”
Renee Stout · Finance leader
Xero and Reach - Spot On
“The integration between between Xero and Reach is seamless. We use Reach for other platforms and Xero is just as easy to integrate and use.”
Watson CPA · CPA
Great Tool
“As a CPA offering fractional CFO services, I'm always looking for tools that provide superior financial insights, and Reach Reporting has been a game-changer.”
Jasper Li · CPA
Reporting
Which reporting workflow fits the way you work?
Joiin and Reach both turn finance data into polished reports. Joiin makes sense when group consistency across entities matters more than individually designed client packs. Reach’s case is strongest when report construction and a dedicated client portal with optional white labeling are the recurring job.
Joiin organizes the experience around consolidated group reporting and report packs. The buying question is whether that group baseline matches how you present and deliver each month.
Reach gives you more control per client. Start with a proven template, then customize the layout, metrics, calculations, account groupings, visuals, live text, and supporting business data, and deliver through a dedicated client portal.
Forecasting
How will you build and maintain the plan?
Reach connects the profit and loss, balance sheet, and cash flow statement in one planning workflow. Joiin documents native three-statement forecasting on Pro and Max (not Core). Validate working capital, tax, and financing behavior for your group — do not treat Joiin as budget-only. 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.
Joiin provides a more guided forecasting workflow. 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.
BUILT FOR THE PEOPLE MANAGING THE NUMBERS
Powerful financial reporting without unnecessary complexity
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.
Connect familiar data systems
Bring in financial data from QuickBooks, Xero, Digits, spreadsheets, or trial balance imports.
Start with proven templates
Use ready-made reports and dashboards as a starting point instead of building every report from scratch.
Customize what matters
Adjust metrics, layouts, charts, comparisons, and reporting to reflect how you manage your business.
Build from reporting into planning
Start with the financial visibility you need today, then add budgeting, forecasting, benchmarking, or consolidation when you need them.
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
STRAIGHT ANSWERS
Frequently asked questions
Is Reach Reporting a Joiin alternative?
Yes, where your needs overlap with financial reporting and planning. Reach is worth testing for report construction and a dedicated client portal with optional white labeling. Joiin deserves consideration for group consolidation with newly documented native forecasting. 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. Joiin documents native three-statement forecasting on Pro and Max (not Core). Validate working capital and financing behavior for your group.
Can I use my accounting data when moving from Joiin?
Yes. Reach names QBO, QBD, Xero, MYOB, Digits, and Gusto among its connections, plus Sheets/Excel/CSV. Joiin lists Xero, QBO, Sage, MYOB, FreeAgent, and related ledgers, with Excel Add-In on Pro+ and API on Max. Verify your ledger edition before switching. Existing reports and models should not be assumed to transfer automatically.
Is Reach suitable for multi-entity businesses and accounting firms?
It can be, if client-ready reporting, connected planning, and portal delivery fit the documented product. Start with one representative company and its hardest recurring report. Joiin may still fit better where group consolidation with native forecasting is central.
Which difference deserves the closest evaluation?
Start with Reach’s report construction and dedicated client portal (optional white labeling) as the evaluation frame. How recurring packs, statements, and client access actually go out. Then confirm whether Joiin’s group consolidation and Pro+/Max forecasting, FX, and API gates match your entity needs. Compare a worked example rather than a generic feature score.
Can I test Reach before switching from Joiin?
Reach offers a 30-day free trial with no credit card required. Joiin advertises a 14-day Max trial with no credit card; Max features do not remain on Core after you subscribe. Plan rebuild time if you switch. Reports and models do not auto-transfer.
In order to help you the best, tell us what kind of business would describe you?