Both Fathom HQ Reporting and Reach Reporting access 3rd-party accounting software, Excel, and uploaded CSV data. Reach also provides the added advantage of Google Sheets. All data automatically populates any predefined template in your company library.
WORK FREELY—WITH ALL YOUR DATA
Reach enhances your ability to present influential reports by letting you actually work with your data exactly like you would in Excel. Every cell has access to all your data with just a click, then use familiar formulas, work in a comfortable environment and visually display your data any way you want. Build it once, save it as a template, share it with your firm and never worry about building it again.
NOT AVAILABLE IN SPOTLIGHT.
Fathom HQ gives you the ability to view a pdf online and calls it a dashboard. Not Reach Reporting. Reach has a true dashboard that is mobile-friendly and interactive. Give your clients the ability to access live interactive dashboards with live data where they can strategize and gain insightful perspectives.
Fathom HQ Reporting may appear cheaper, but no solution offers the flexibility, automation, usability, or customizability of Reach Reporting. Saving you right away and in the long-run. More importantly, making you more money as customer churn decreases and revenue increases.
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Spotlight Reporting and Reach Reporting Comparison Table.
Features Reach Spotlight Reporting Fully Customizable Report Builder ✓ X Live Text w/Conditional Formatting ✓ X Metric Builder in a Spreadsheet Format ✓ X Fully White-Labeled Client Portal with Dashboards and Reports ✓ X Scenarios and Full Spreadsheet Customization ✓ X Setup Clients with View-Only Access to Live Dashboards and Stored PDFs ✓ X Unlimited Users and Clients ✓ ✓ Customizable Financial Statements. ✓ ✓ Rename and Remap 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 Spotlight Reporting Quickbooks Online (QBO) ✓ ✓ Quickbooks Desktop ✓ ✓ Xero ✓ ✓ Google Sheets ✓ X CSV Import ✓ ✓ MYOB Coming ✓ Sage Coming ✓ Netsuite Coming X Support / Training Reach Spotlight Reporting In-Person ✓ ✓ Live Online ✓ ✓ Webinars ✓ ✓ Docs ✓ ✓ Training Videos ✓ ✓