3-Way Budgeting
& Forecasting

Learning

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.

Financials

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,

Projections

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.

Budgeting

Easily group different annual budgets by department or class, creating a comprehensive overview for long-term financial planning. Simplify tracking and adjust multi-year financial strategies, leveraging detailed insights to make informed decisions based on trends and changes.

& Algorithms

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.

Datasheets

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.

Visualization

With actuals vs budget/forecast data type, you can easily create strategic FP&A visuals, sort by department or class, 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.

Tracking

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.