Intuitive Customization

Customize every template to your preference and drive business value in minutes. All within a familiar spreadsheet environment, with no downsides.

screen shots of Reach Reporting spreadsheet.



Simplify your work and feel at home with Reach Reporting’s spreadsheet environment. Our integrated spreadsheet automatically pulls all your finances, allowing you to work efficiently with your data.



Effortlessly build any metric imaginable by harnessing the power of familiar formulas for efficiency and speed. Quickly save your work to your personal library to access again and again, eliminating time-consuming rebuilding.

Set Goals

& Targets

Incorporate goal lines and targets into your metrics to visually track progress towards your goals. Gain valuable insights by comparing actuals to these metrics and effectively align your objectives.

Showing dashboard with visual trends



Show your trending trajectory from past actuals and uncover the necessary improvements and percentage increases needed to surpass your goals and forecasts.

screen shot of the pop up for data picker


Data Picker

Metrics are where data magic happens. Choose one from our template metrics library or start from scratch. Add different date ranges and data types you need for your analysis with ease. Select either an actual, budget, or forecast data type or bring in additional non-financial data, like project or department names. Easily add blank rows and columns for custom formulas.



Utilize the comfort of a familiar spreadsheet environment to build new or transform existing template metrics with ease. Tailor every aspect to meet your specific needs. Switch between chart types with a click. Every output option has additional settings to help your visuals stand out.

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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