3-Way Budgeting
& Forecasting

Benefit from seamless planning within a familiar spreadsheet environment. Leverage automatic Balance Sheet and Cash Flow Forecasting with our powerful yet flexible 3-Way FP&A feature.



Built for easy use, Reach Reporting eliminates the need for a steep learning curve. With spreadsheet ease of use and cloud-solution power, you can confidently dive into creating impactful budgets and forecasts within minutes.



Effortlessly generate comprehensive financial statements – Profit and Loss, Balance Sheet, and Cash Flow – for a complete view of your company’s financial health. Connected financials allow for enhanced and strategic financial planning and analysis,

Cash Flow


Automate your liquidity projections from changes made to the Profit & Loss and Balance Sheet statements. Everything you decide to tweak, be it sales/expenses, or a purchase/sale of an asset, or a new bank loan, will automatically reflect on your monthly cash flow and cash balance.


AR, AP, & Inventory

Plan for Accounts Receivable (AR), Accounts Payable (AP), and Inventory Turnover with our automated calculations. Based on the timing of your payments and collections, forecast your Balance Sheet position without relying on complicated formulas.



Easily group different annual budgets, creating a comprehensive overview for long-term financial planning. Simplify tracking and adjust multi-year financial strategies, enhancing your ability to make informed decisions based on trends and changes. 

Custom Formulas &


Budgets have evolved into a force to be reckoned with. Connect your data and use intuitive drivers with automated projections for each of your accounts. Leverage the prowess of forecasting algorithms or build custom calculations to propel your projections.



For an even more customized approach or scenario building, use a datasheet and create your own calculations. Incorporate non-financial and operational data into your planning, enabling a more comprehensive analysis.

Variance & Trend


With actuals vs budget/forecast data type, you can easily create strategic FP&A visuals and gain insights on deviations from targets as your book month progresses. Compare financial plans against real data and promptly adjust to a rapidly changing business environment. 



Set any budget or forecast status to track progress. Set defaults and automatically populate all your dashboards and reports with the newest targets. You can also leave comments to track your planning logic and decisions. Help others working on the budget understand the reasoning behind assumptions made.



Made Simple

Complete in minutes what can take weeks or months in other software. Our FP&A tool is powerful yet easy to use and implement. Gain comprehensive insights and foresights with automated cash flow and key performance indicator (KPI) projections. Simple planning is possible.

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. "


"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."


"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."

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."

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