A PROVEN MODANO ALTERNATIVE
Modano vs. Reach Reporting
Looking for Excel financial modeling software? Compare Modano with Reach Reporting for connected reporting, 3-way forecasting, cash flow planning, and financial analysis, without a model-only workflow.
- Connected reporting and planning
- Connected 3-way forecasting
- Automated financial reporting and analysis
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
Modano 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 Modano supports Report building
More control. Start with templates, then shape layouts, calculations, visuals, and live text on one canvas.
Build financial reports from a tailored browser-based model.
Native financial statement customization Reach Reporting supports Native financial statement customization Modano supports Native financial statement customization
Unlock statements for one-off layouts, or keep locked statements presentation-ready while numbers refresh with Book Month.
Shape statements with custom drivers and Excel-style formulas.
Account mapping Reach Reporting supports Account mapping Modano 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 inside the model for consistent reporting.
Three-way planning Reach Reporting supports Three-way planning Modano supports Three-way planning
Connect Profit & Loss, Balance Sheet, and Cash Flow in one plan. Assumption changes flow through to projected ending cash.
Plan all three statements with linked Modano modeling.
Supporting data across reporting and planning Reach Reporting supports Supporting data across reporting and planning Modano 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 model assumptions and accounting connections into reports and plans.
Scenario modeling Reach Reporting supports Scenario modeling Modano supports Scenario modeling
Duplicate budgets or forecasts for base, upside, and downside cases. Vary planning Data Sheet assumptions without rebuilding the model.
Run side-by-side sensitivities across financial outputs.
Client delivery and collaboration Reach Reporting supports Client delivery and collaboration Modano partially supports Client delivery and collaboration
Share reports, dashboards, budgets, and forecasts through a dedicated Client Portal with folders, alerts, and PDF download for reports.
Collaborate in the browser with stakeholder access to the model.
Interactive dashboards for client users Reach Reporting supports Interactive dashboards for client users Modano partially 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 model outputs and dashboards.
Multi-entity and multi-currency consolidations Reach Reporting supports Multi-entity and multi-currency consolidations Modano supports Multi-entity and multi-currency consolidations
Combine compatible companies into one reporting view, with mapping and multi-currency conversion where supported.
Produce entity and group outputs from the model.
Eliminations Reach Reporting supports Eliminations Modano supports Eliminations
Zero out designated intercompany accounts in a consolidation. Reach eliminates full account balances; Cash Flow still shows eliminated accounts today.
Apply eliminations inside the model scope for group work.
Custom branding Reach Reporting supports Custom branding Modano supports Custom branding
Apply company or workspace logos and color themes to reports and dashboards inside the Reach experience.
Brand model reports for client and leadership delivery.
White label Reach Reporting supports White label Modano partially supports White label
Replace Reach app identity with your logo, favicon, and custom subdomain. Paid premium service with a $2,500 one-time setup.
Present model outputs under your firm identity.
Benchmarking Reach Reporting supports Benchmarking Modano supports Benchmarking
Benchmark with peer consolidations, imported industry data, KPI goals or ranges, budgets as targets, and conditional formatting.
Compare scenarios and peer outputs inside the model.
AI enhancement Reach Reporting supports AI enhancement Modano supports AI enhancement
Analyze metrics, generate report and dashboard deliverables, and build dashboard widgets with Claude where enabled.
Use analysis tools to speed model commentary.
QuickBooks Online Reach Reporting supports QuickBooks Online Modano supports QuickBooks Online
Direct cloud connection with overnight auto-sync and manual sync.
Connect QuickBooks Online through accounting and ERP paths.
QuickBooks Desktop Reach Reporting supports QuickBooks Desktop Modano 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 Modano supports Xero
Direct cloud connection with auto-sync about every 24 hours and manual sync.
Connect Xero through accounting and ERP paths.
MYOB Reach Reporting supports MYOB Modano supports MYOB
Direct cloud connection. Several data types are not synced; Account Mapping Tool is unavailable.
Connect MYOB where your books live in that ledger.
Gusto Reach Reporting supports Gusto Modano supports Gusto
Direct payroll connection for employee and contractor metrics, with nightly auto-sync.
Bring Gusto payroll figures into workforce-aware models.
Digits Reach Reporting supports Digits Modano 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 Modano 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 Modano 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 the model.
Microsoft Excel imports Reach Reporting supports Microsoft Excel imports Modano 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.
Work with Excel-style formulas and import supporting workbooks.
Onboarding and implementation Reach Reporting supports Onboarding and implementation Modano supports Onboarding and implementation
Get guided onboarding, implementation help, and live training shaped around your reporting needs.
Get assisted model building when you stand up the first model.
Live one-on-one support Reach Reporting supports Live one-on-one support Modano 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 specialist finance support during modeling cycles.
Training as you grow Reach Reporting supports Training as you grow Modano supports Training as you grow
Continue with webinars, tutorials, and personalized training as you add users, clients, and advanced workflows.
Keep model authors trained as scope and clients grow.
Choose Reach if...
You want linked statements and a dedicated client workspace
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 MODANO IF…
You need a tailored financial model with custom drivers
You need a tailored financial model with custom drivers.
You want side-by-side scenario comparisons.
You value specialist model-building help.
You prefer Modano’s browser-based modeling.
From people who compared both
What Reach customers say about reporting
See why people chose Reach Reporting over Modano.
Reach Reporting
“Reach is a great tool. Connects seamlessly with Zero. Real time number updates is an amazing feature for an FP&A software platform!”
Jeff Streeter · CFO Advisor
Great Service!
“Easy to learn and use the platform and the service was great!”
Lynette Dubeau · Finance leader
Great tool
“Been using Reach for 6 months and as a team we're happy. Easy to use, and affordable, and the support team is great to work with.”
Justin McAuliffe · Finance leader
LOVE LOVE LOVE
“We absolutely love Reach Reporting.”
Profitability Project · Accounting firm
Great for our business!
“Reach has been great for us for the creation of custom reports and presentable metrics.”
Alex Smith · Finance leader
Great for my practice
“The software has given me the ability to help clients get insight from their data. My clients are excited to see the insights every time we pull up their dashboards.”
Paul Welling · Practice owner
Reporting
Which reporting workflow fits the way you work?
Modano and Reach both turn finance data into decisions stakeholders can use. Modano makes the model central to the reporting engagement — that can suit an advisor building a bespoke financial view of a business. Reach becomes more relevant when repeatable report preparation and delivery matter more than constructing a highly tailored model, particularly across many clients with different presentation needs.
The useful test is how each system handles a real recurring client pack, including narrative and permissions. Never claim Modano has no portal. Never describe Modano as desktop-only — current Modano is browser-based.
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. Modano supports custom drivers and side-by-side sensitivities across financial outputs. Use a difficult business assumption as the test case and ask who will maintain it after implementation. 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.
Modano 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 Modano alternative?
Yes, where your needs overlap with financial reporting and planning. Reach is worth testing for report templates and a defined client reporting process. Modano deserves consideration for custom drivers, formulas, and side-by-side sensitivities. Compare a real recurring task before deciding which fits.
Does Reach offer connected three-way planning?
Yes. Reach connects P&L, balance-sheet movements, and cash in one planning workflow. Modano three-way modeling is also central — assess schedules and any scoped custom build. Test working capital and financing assumptions in both tools.
Can I use my accounting data when moving from Modano?
Yes. Reach names QBO, QBD, Xero, MYOB, Digits, and Gusto among its connections, plus Sheets/Excel/CSV. Modano accounting and ERP connections are on request — identify exact systems in the model scope. Verify your ledger edition before switching. Existing reports and models should not be assumed to transfer automatically.
Is Reach suitable for finance professionals and modeling advisors?
It can be, if reporting, planning, and delivery requirements fit the documented product. Start with one representative company and its hardest recurring report. Modano may still fit better where custom drivers, formulas, and side-by-side sensitivities are central.
Which difference deserves the closest evaluation?
Start with Reach’s report templates and defined client reporting process as the evaluation frame. Then confirm whether Modano’s bespoke model construction with custom drivers and side-by-side sensitivities is essential. Compare build and maintenance effort — not a claim that Reach is always more flexible. Use a worked example rather than a generic feature score.
Can I test Reach before switching from Modano?
Reach offers a 30-day free trial with no credit card required. Modano offers a 14-day trial financial model; confirm card requirements and any separately scoped model-build fees. 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?