Automated Data Integrations
Built for accounting firms that need automation without sacrificing control.
These integration-driven capabilities eliminate manual reporting work while preserving accounting data integrity.
no credit card required
All integrations use secure, read-only access to ensure accounting data remains protected and unchanged.
Accounting Software Integrations
Connect and seamlessly sync your accounting and non-financial data to automatically update dashboards and reports when data changes.
Supported Integrations
- QuickBooks Online
- QuickBooks Desktop
- Digits
- Xero
- MYOB
- Gusto
- Google Sheets
- Microsoft Excel
- CSV trial balance upload
Automated Financial Reporting
Eliminate wasted time and cut costs, automate your reporting, and deliver insights in record time. All reports and dashboards are fully customizable, allowing you to create the exact report you need. Our solution is not just software, it’s your key to simplifying complex data analysis.
Financial Planning & Analysis
Experience the next level of financial planning and analysis (FP&A) within a familiar environment that integrates a dynamic, intelligent spreadsheet. Elevate your business with 3-way forecasting and clarity of insights coming from one definitive source for all your crucial information.
Automated Monthly Close
Save hours transforming data as the closed book month rolls forward automatically and updates your reports and dashboards with the newest information. Reduce the likelihood of mistakes in calculations, data entry, and formatting. Revolutionize your financial workflows.
Scalable Client Deliverables
Adapt to the evolving needs of the business without significant manual intervention. Our templates scale easily to accommodate growing reporting requirements. In seconds, your reports will be populated, streamlined, and personalized for both old and new users alike.
Seamless Data Syncing
Enhance your services with consistent, data-rich reports that stay current. Provide comprehensive and shareable visuals on most recent financial performance. Our intelligent spreadsheet auto-updates with changing time periods, removing the need for manual adjustments.
Enhanced Visualization
Put your data into the right perspective by using advanced functionalities like dynamic statements, interactive metrics, and live text. Drill down into underlying data. Use your own branding and colors. Guarantee consistent quality and create impressive deliverables quickly and efficiently.
Data-Driven Decision Making
Empower decision-makers with timely and relevant insights that facilitate quicker responses to changing business conditions. Automate routine analysis tasks. Easily share reports and dashboards for strategic and actionable decision-making. Focus on driving business growth.
Multi-Company Automation
Simplify multi-company and multi-currency consolidation with our cutting-edge automation features. Utilize account-matching technology, create budgets and forecasts by department or class, and easily convert your financials into a reporting currency of choice. Redefine how you navigate and leverage your financial data landscape.
Improved Collaboration
Our Client Portal is a centralized platform for data sharing and analysis. Provide engaging visuals and expertly crafted reports that increase comprehension and fuel client interactions. Allow teams to work with the same set of data, promoting data-driven discussions.
FAQ: Automated Data Integrations
These questions reflect how automation in the reporting process is enhanced by Reach Reporting.
How does Reach Reporting connect to QuickBooks, Digits, and Xero?
Reach Reporting connects to QuickBooks, Digits, MYOB and Xero using secure, read-only integrations that pull live financial data directly from each system. Reports, dashboards, and forecasts update automatically as source data changes, without modifying the underlying accounting records.
Does Reach Reporting change or write back to my accounting data?
No. Reach Reporting uses read-only connections to ensure accounting data in QuickBooks, Digits, and Xero is never altered. All reporting, analysis, and planning occur outside the accounting system, preserving data integrity and audit trails.
How often do reports update when data changes?
Reports update automatically as new data is posted to connected accounting systems or linked spreadsheets. This ensures dashboards, reports, and forecasts always reflect the most current available data without manual refreshes.
Can I report on multiple companies or entities at the same time?
Yes. Reach Reporting supports multi-company automation by consolidating data from multiple accounting systems into a single reporting environment. This allows teams to produce consolidated or side-by-side reports without manual consolidation.
What types of teams use Reach Reporting?
Reach Reporting is commonly used by accounting firms, advisory teams, and finance professionals who need scalable financial reporting, dashboards, and planning tools powered by live accounting data.
What problems does Reach Reporting replace compared to spreadsheets?
Reach Reporting replaces manual spreadsheets by automating data updates, standardizing report formats, and eliminating version control issues. Teams spend less time maintaining reports and more time analyzing results and advising clients.