Report Automation

Automate impressive reports and dashboards with customizable, ready-made templates for immediate insights.

START MY FREE TRIAL

Data

Deliverables

Connect any report to any client to generate an entire report with impressive metrics and impactful insights. Your deliverables will impress your clients and will help close new deals.

START MY FREE TRIAL
Monthly Report Spread
Quarterly Report Spread
Annual Report
Payroll Report Spread
operational driver report spread

Scalable

Reports

Automated reports that scale with your firm. As new clients are onboarded, and new data flows in your firm, creating reports will never be a bottleneck. In seconds your reports will be populated, streamlined, and customized for both old and new clients alike.

START MY FREE TRIAL

Fortune 500

Quality

Elevate your reports and dashboards to Fortune 500 quality without the hefty price tag. Impress both your clients and yourself with the high-quality reports you can provide, setting you apart in a cost-effective manner.

START MY FREE TRIAL

Dynamic

Spreadsheet

We’ve seamlessly integrated the spreadsheet, where each cell links directly to your financial data. With familiar formulas, effortlessly craft any metric. Our intelligent spreadsheet auto-updates with changing time periods, removing the need for manual adjustments.

START MY FREE TRIAL
[/et_pb_column]

See what

professionals are saying!

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."

Write a review on 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

Write a review on Xero

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."

Write a review on Capterra