More Than Reports

Different than the competition.

Choose Reach Reporting for superior reporting that showcases your value with powerful visual metrics, setting you apart from competitors.

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

Showing how a spreadsheet is used in the Reach Reporting app.

Yes, we integrate with QuickBooks.

Feature rich

The flexibility you want, the reports you need.

Tired of report solutions that limit your capabilities as a financial professional? Reach Reporting is built on a powerful spreadsheet platform that allows you to showcase your advisory skills. Our feature reach solution ensures you create insightful visual reports that can be automated month after month. Visually uncovering the value of your work.

Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak.”

– Craig P.

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Reach Reporting features

Fully Customizable

Template Library

Currency Conversion

KPIs, Trend & Variance

Live Data Updates

Automated Reporting

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Financial Statements

Visual Metrics

Live Text

Integrations

Dashboard & Reports

Custom Themes

Cash Management

Conditional Formatting

Spreadsheet Environment

Budgeting & Forecasting

Unlimited Users & Clients

White Label Client Portal

Access Control

Multi-Company Consolidations

Reach Reporting Features

Robust templates

Sit back and let us do the work.

Select from a plethora of industry-standard templates, built by storytelling experts, to produce the most powerful visual reports you have ever seen within seconds.

Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak.”

– Craig P.

Complete Customization

Change anything or create something new.

Is your current report solution restrictive? With Reach Reporting, create any formula, metric, report, or dashboard then automatically populate it with up-to-date data.

We logged in the first time and found several pre-built reports, dashboards and KPI’s with OUR NUMBERS in them. It was really​ cool to see the value immediately.

– Keaton H.

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Visual metrics

Simplify complex data.

Turn raw financial data into any visual metric with a click of a button. Showcase your hard work into simple visuals your clients can understand and appreciate.

“Better, more customized reports that take less time to compile.”  

– Josh G.

Showing a financial dashboard with Reach Reporting.

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Live text

Automatically tailored for all your clients.

Generate automated reports that are tailored to each of your clients with live text. Live text gives your clients the confidence that you are solely focused on their financial needs while saving you precious time.

Reach feels like a spreadsheet while I’m building KPI’s but the data stays synced!! Huge benefits from using Reach.”  

– Beverly

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Seemless statements

Use standard statements or create your own.

Include statements at the end of your visual reports to add a secondary level of data. Each statement is linked to vital data found throughout your accounting software and is updated to reflect the current calendar month, quarter or year.

Not only are the reports better and more professionally designed than anything I did myself in the past but created SO MUCH FASTER!!”  

– Lyndsie W.

Display of financial spreadsheets with Reach Reporting.

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Intuitive UX

Built for ease of use.

You don’t have the time or patience to learn another program. So we have worked hard to make Reach Reporting simple and easy to use.

I love that I can customize each of my client’s metric dashboards & reports to suit them both personally and professionally. ”  

– Ryan o.

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Supported

We are here to help you succeed.

We provide resources that help you succeed, like; online support, onboarding, training, chats, podcasts, and support.

Great company that seems to be continually working to add new features and improvements. Their customer service has also been quick to respond and helpful with questions.”  

– Amy H.

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Templates are Fantastic

"Love the ability to create templates of metrics and reports that you and your team can use across the platform."

Incredibly Powerful

"It's basically what would happen if Tableau and Excel had a baby. They somehow were able to pack every feature you could want, Made it incredibly powerful, and still make it a pleasure to use. "

Intuitive

"The customization is very easy to use, intuitive and very much designed to think like Excel but, of course, without the potential for human interface errors, constant updating."

The Best Tool

"This tool is HANDS DOWN the best tool that I have ever used to produce financials, trends, and KPIs. I have been looking for this tool my ENTIRE career."

Blown Away

"I was blown away! I love how customize-able it is because as a Non-profit, all our lingo is different, even when using the Non-profit version of QuickBooks."

Reach Has Set the Standard

Reach has set the standard for all other integrated reporting systems. User friendly & customizable. Our clients look forward to getting their Reach Report every month!

Game Changer

3-way planning and forecasting without touching Excel, seamless consolidations, and tailored company reporting that updates each month has changed my planning and reporting processes for ever.

Great Report Consolidation!

Excited to use Reach Reporting to process multiple reports more quickly. Being able to customize what reports I'd like to use and then process with one click is simply amazing

Great reporting tool

Intuitive tool that connects easily with Xero. Has some great features to make professional reports in no time

Helps Summarize

"This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format."

Amazing

"Reach reporting is amazing and so easy to work with."

Simple

"I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates."

Excellent Integrated Software

The data syncs easily making metrics easy to build. The graph and customization options are endless and make great post market review easy.

Helps Summarize

"Helps us see trends on monthly financial reports which give context to monthly values and make them actionable."

Reach Pricing

Enroll today and receive a 30-day free trial.

MONTHLY

ANNUAL (SAVE 30%)

1 Connection

$149

Monthly

Add Connection $149

No Credit Card Required

10 Connections

$290

Monthly

Add Connection $29

No Credit Card Required

25 Connections

$550

Monthly

Add Connection $22

No Credit Card Required

1 Connection

$149

Monthly

Add Connection $149

No Credit Card Required

10 Connections

$290

Monthly

Add Connection $29

No Credit Card Required

25 Connections

$550

Monthly

Add Connection $22

No Credit Card Required

1 Connection

$1,548

Annually 

SAVE $240

No Credit Card Required

10 Connections

$2,436

Annually 

SAVE $1,044

No Credit Card Required

25 Connections

$4,620

Annually 

SAVE $1,980

No Credit Card Required

1 Connection

$1,548

Annually 

SAVE $240

No Credit Card Required

10 Connections

$2,436

Annually 

SAVE $1,044

No Credit Card Required

25 Connections

$4,620

Annually 

SAVE $1,980

No Credit Card Required

1 Connection

$1,548

Annually 

SAVE $240

No Credit Card Required

10 Connections

$2,436

Annually 

SAVE $1,044

No Credit Card Required

25 Connections

$4,620

Annually 

SAVE $1,980

No Credit Card Required

1 Connection

$1,548

Annually 

SAVE $240

No Credit Card Required

10 Connections

$2,436

Annually 

SAVE $1,044

No Credit Card Required

25 Connections

$4,620

Annually 

SAVE $1,980

No Credit Card Required

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