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Click for Fathom HQ vs. Reach Reporting Table Comparison.
Features Reach Fathom Fully Customizable Report Builder ✓ ✓ Live Text w/Conditional Formatting ✓ ✓ Metric Builder in a Spreadsheet Format ✓ X Fully White-Labeled Client Portal with Dashboards and Reports ✓ ✓ Scenarios and Full Spreadsheet Customization ✓ X Setup Clients with View-Only Access to Live Dashboards and Stored PDFs ✓ ✓ Unlimited Users and Clients ✓ ✓ Customizable Financial Statements. ✓ ✓ Rename and Re-map Accounts ✓ ✓ Budgeting/Forecasting ✓ ✓ Cash Management ✓ ✓ Consolidation/Roll-Up ✓ ✓ Google Sheets Integration ✓ X Free Pre-built Templates to Choose From ✓ ✓ Create Reports/Dashboards/Metrics to be used as Templates on Companies ✓ ✓ Spreadsheet Data that Live Updates ✓ X Integrations Reach Fathom Quickbooks Online (QBO) ✓ ✓ Quickbooks Desktop ✓ ✓ Xero ✓ ✓ Google Sheets ✓ X CSV Import ✓ ✓ MYOB Coming ✓ Sage Coming X NetSuite Coming X Support / Training Reach Fathom In-Person ✓ ✓ Live Online ✓ ✓ Webinars ✓ ✓ Docs ✓ ✓ Training Videos ✓ ✓
"Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak."
"Reach reporting is amazing and so easy to work with."
"I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates."
"This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format."
"Helps us see trends on monthly financial reports which give context to monthly values and make them actionable."
Easy to Understand
"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."
"Reach Reporting has helped us organize our reporting. Now executives only see the information they want; information that is impactful."
Easy to Read Charts
"Reach Reporting has given me a simple way to communicate with my team complex financial information distilled down into easy to read charts."
Templates are Fantastic
"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."
"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 QB."
Create actionable financial reports.
Provide visual data insights in real-time, with cloud-based dashboards.
A powerful and highly effective tool that auto-populates text blocks with data from Quickbooks. Make any report feel tailor-made.
Fully customizable reports with premade visual metrics that auto-populate with your Quickbooks data.
Build custom visual metrics or select from a library of metric templates that are connected to your live data.
We are continually improving our Reach
Auto-populate prebuilt statements with data from Xero then easily customize that data. Hide rows, add conditional formatting and so much more.
Pull live data then build custom formulas. Build it once. Use it anywhere in Reach.
Create budgets right in Reach Reporting then quickly add it to your reports with a click of the mouse.
Pull data from Google Sheets and blend it with Xero data into a single chart to display in your reports.
Complex data made simple.
What do you want to do? Pre-built dashboards and reports? Or build something truly custom. Want to show the relationship between the cash on hand and expenses? What about marketing spend relative to the PPC revenue? Your ability to get granular data can spell the difference for your clients as they guide their business.
Live, actionable, and beautiful data streams. Turn all your work into a template that will magnify your work!
The library is updated with new templates monthly providing a wide range of auto-populated reports, spreadsheets, metrics, and statements that help you quickly display actionable information.
Add live text anywhere in your reports. Connect a company and the template will pull live-data from your accounting software! Creating reports has never been this easy.
Share Custom Templates
Quickly manage your templates and share them with your other clients. Reach isn’t just a report builder; it’s a financial storytelling system.
Build, Save and Manage
Build as many custom reports, spreadsheets, or metric templates as you want. Simply re-use them to jump-start new reports. Create custom spreadsheets with advanced formulas.
We want our clients to get the most.
You are never alone with Reach Reporting. Our customer service is second to none. We provide access to training videos, newsletters, social, and so much more so you feel confident every step of the way.