Reach Reporting is a financial reporting and dashboard tool that connects directly to QuickBooks Online, QuickBooks Desktop, Xero, and Gusto to turn your accounting data into clear, visual insights.

Our users include accountants, bookkeepers, CFOs, and business owners who want to automate their reporting, improve client communication, and save time.

Yes! You can start a free trial to explore all of Reach Reporting's core features.

Yes. Reach Reporting includes AI-powered analysis tools that help summarize financial performance, identify trends, and generate actionable insights from financial data.

Reach Reporting supports accounting firms, franchises, nonprofits, healthcare organizations, retail businesses, construction companies, manufacturing businesses, and multi-location organizations.

Yes. Reach Reporting is designed to help firms automate reporting, standardize deliverables, improve client communication, and scale advisory services efficiently.

Yes. Reach Reporting focuses on visual dashboards, simplified reporting, and clear financial storytelling to help non-accountants better understand financial performance.

Reach Reporting combines dashboards, forecasting, consolidations, AI-powered insights, customizable reports, and presentation-ready outputs into a single platform designed for accountants and advisors.

You can begin immediately after signing up. We provide onboarding resources, video tutorials, and can schedule training sessions within the first week of your subscription.

Implementation is straightforward and typically takes 1-2 hours for initial setup. Most users can connect their accounting software and create their first reports within 30 minutes. We provide step-by-step guidance throughout the process.

Yes, we offer white label options that allow you to customize the platform with your own branding, logo, and colors for a seamless client experience.

Yes. Reach Reporting regularly provides webinars focused on dashboards, forecasting, reporting workflows, advisory services, and platform best practices.

Yes. Reach Reporting offers tutorial and training videos to help users learn the platform and improve reporting workflows.

Yes. Reach Reporting provides onboarding assistance and support resources to help users successfully implement the platform.

Yes. Reach Reporting is designed to balance advanced reporting capabilities with a user-friendly experience for accountants and business professionals.

Yes. Reach Reporting provides educational resources and support materials to help answer common questions and guide users through the platform.

Reach Reporting connects with QuickBooks Online, QuickBooks Desktop, Xero, Gusto, and Google Sheets.

Yes, Reach Reporting supports CSV imports for manual data uploads. However, note that CSV imports do not support classes.

Currently, Reach Reporting supports monthly-level data as the lowest tracking period. Transaction-level and daily data are not yet supported.

We typically pull up to five years of historical data when connecting to an accounting system, depending on the integration type.

Yes, Reach Reporting supports multi-entity consolidations, allowing you to combine data from multiple companies into a single report.

Yes. Excel spreadsheets can be connected and used within Reach Reporting for customized reporting and planning workflows.

Yes. Reach Reporting allows users to combine accounting, operational, spreadsheet, and imported data into a single reporting environment.

Yes. Reach Reporting supports integrating operational and custom data sources alongside financial information.

Your data syncs automatically with your connected accounting platform. You can also trigger a manual sync anytime from within Reach Reporting.

Yes. Each company connection includes 8 syncs over a rolling 24-hour period. You'll receive a notification if you reach your sync limit.

Each accounting file you connect counts as one "connection." You can manage multiple connections within your account, depending on your plan.

Yes. Connected reports and dashboards can automatically update as source data changes.

Yes. Reach Reporting synchronizes connected data so reports and dashboards stay current.

Yes! You can upload or import budgets and compare them to actual performance using powerful dashboards and reports.

Yes. You can easily compare actuals to budget using built-in reporting tools and insights.

Yes. Reach Reporting supports integrated forecasting across Profit & Loss, Balance Sheet, and Cash Flow statements.

Yes. Users can create side-by-side financial scenarios to evaluate different business assumptions and outcomes.

Yes. Reach Reporting supports cash flow forecasting and liquidity planning.

Yes. Users can create rolling forecasts that update as new financial information becomes available.

Absolutely. You can edit existing templates or create your own using our drag-and-drop report builder. You can also reuse templates across clients.

The Account Mapping Tool lets you reorganize your Chart of Accounts to create a custom reporting structure that fits your business or clients.

Yes. Reach Reporting allows users to build customizable dashboards tailored to their business, firm, or client needs.

Yes. Users can create fully customized financial reports and management presentations.

Yes. Reach Reporting supports creating custom metrics, KPIs, and calculations using connected data sources.

Yes. Reports can be exported as PDFs for sharing and presentation purposes.

Yes. Reach Reporting supports exporting reports and presentations to PowerPoint.

Yes. Users can build KPI dashboards to monitor financial and operational performance.

Yes. Reach Reporting helps users build polished, presentation-ready reports for meetings and advisory conversations.

Yes. Reach Reporting supports intercompany elimination workflows during consolidations.

Yes. Reach Reporting supports industry-specific reporting workflows including franchises and nonprofit organizations.

Yes. Multiple users can work within the platform based on assigned roles and permissions.

Typically, yes. The cost is per company per month. In an annual plan, the cost is per company per year.

Annual Plan: The annual plans are billed per company per month. As each company is added, throughout the billing cycle (year) the cost is billed immediately for the prorated annual license cost. That cost is determined by the package selected.

Monthly Plan: The monthly plans are billed at the beginning of the cycle. Each company that is added in the middle of a billing cycle is tracked and billed at the beginning of the next cycle for the prorated amount of month that was remaining when that respective company was added. For this reason, there are occasions where the bill appears to be higher than the agreed-upon price. This is caused because the new cycle begins with a bill for all of the companies added and the prorated amounts for the companies added during the prior period.

Certainly. The licenses are not specific to any connected company, however, keep in mind that the reports and dashboards created are company-specific, so they will be lost when the company is disconnected.

Unless explicitly stated, there are no contractual obligations to continue to use Reach. If we can't impress you, we understand if you need to go! With that said, there are no refunds for unused billing cycles, monthly or annual.

That sounds like a terrible idea, but yes.

Yes, you can replace all Reach Reporting logos, favicons, and URLs. Learn more about white labeling here.

Almost immediately after the subscription is started.

There is almost no "implementation". The training is thorough and there are videos and in-person training for individuals and groups based on the plan selected.

We offer tiered packages based on the number of company connections you need. Each package includes unlimited reports and dashboards per connection, with volume discounts for larger packages. Visit our pricing page for current package options.

Trial requirements may vary. Users should review the current trial details on the pricing page.

Customized pricing options may be available depending on organizational needs and subscription size.

Yes. We use bank-level encryption and secure data transfer protocols to protect your information. Reach Reporting is SOC 2 compliant, meeting the highest standards for security, availability, and confidentiality.

You can reach us at [email protected], or explore tutorials and resources in our Help Center.

Yes. Administrators can control user roles, permissions, and access levels within the platform.

Yes. Reach Reporting includes client portal functionality for secure sharing and collaboration.

Reach Reporting uses secure infrastructure, permissions management, and encrypted connections to help maintain data confidentiality.

Yes. Reach Reporting uses backup and recovery processes designed to support data reliability and continuity.