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Financial Reporting Software Features & Tools

Discover Reach Reporting’s automated financial reporting and planning software features and tools. Delivering automated, yet fully customizable self-service financial reporting and planning in just a few clicks.

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Integration & Automation

Connect Accounting Data Instantly Across Platforms

Integrate QuickBooks Online financial data
Connect QuickBooks Desktop datasets
Sync Xero accounting entries
Gusto payroll integration
Link MYOB records
CSV trial balance upload
Datasheets, Excel, and Google Sheets connections for custom reporting workflows

All integrations automatically sync to power dashboards, financial statements, and advisory-ready reports.

Great app integration!

QuickBooks Online User – Daysi

“This app has helped me organize and visualize financial data in a way that helps each department understand its performance.”

Additional testimonials ❯

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Customizable Financial Reporting

Spreadsheet-Style Flexibility for Custom Financial Reporting

Integrated spreadsheet experience
Excel-like formulas
Set metric goals & targets
Visualize trends
Tailor metrics to your needs
See the power of customization

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

Best App for Financial Reporting

QuickBooks Online User – Agency CFO

“The best financial reporting API software, full stop. This is a “must have” for accountants focused on advisory services.”

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Dynamic Data Storytelling

Dynamic Statements & Interactive Metrics Drive Narrative

Showcase KPIs with live text
Priority-driven visual focus
Automated adaptive reporting
User-driven data exploration
Brand-aligned visual identity
Decision-focused data storytelling

Unleash the simplicity of transforming data into compelling narratives using powerful tools that bring your data to life.

Intuitive and Easy Storytelling

QuickBooks Online User – Jake F

“Reach is very intuitive and easy when creating visualizations, dashboards, and reports to make sense of your numbers!”

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Customizable Template Library

Start with Templates, Customize Anything

Pre-built report & dashboard templates
Fully customizable
Best-practice metrics
Actuals, plan & variance analysis
Rolling forecast & budget analysis templates
Explore the template library

Automate impressive reports and dashboards with customizable, ready-made templates for enhanced decision-making with best practice data analytics.

Easy Templates – They Get It

QuickBooks Online User – Kenneth

“Reach Reporting is so flexible that there is always a way to get the exact type of reporting that you need.”

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Budget & Forecasting

Build Forward-Looking Insights in Minutes

Minimal learning curve
Forecasting algorithms & custom formulas
Variance & trend visualization
Datasheets for non-financial data
Planning trend visualizations

Complete in minutes what can take weeks or months in other software. Our budgeting and forecasting tool is powerful yet easy to use and implement.

Amazing Reporting & Budgets

QuickBooks Online User – Tyler W

“Provides beautiful, summarized reports and dashboarding, along with budgets and forecasting data.”

Cash flow projections dashboard in Reach Reporting

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3-Way Financial Planning

P&L, Balance Sheet & Cash Flow in a Unified 3-Way Model

A complete picture of a business trajectory
Connect your integrated financial statements
Automated cash flow forecast
Makes complex planning simple
Plan scenarios with 3-Way Forecasting

Connect your Profit & Loss, Balance Sheet, and Cash Flow Statement into a single integrated model with true 3-Way Forecasting, allowing you to build budgets, analyze cash flow forecasts, and run scenario planning with accuracy and confidence.

Great Forecasts: Huge Time-Saver

QuickBooks Online User – Cathy

“The ability to compare to budget and also report on Classes is also great! I save hours of work each month!”

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Multi-Entity & Multi-Currency Consolidation

Consolidate Multiple Companies Instantly Across Entities

Automated consolidation
Easy eliminations
Multi-currency conversion
Analyze & drill down to the company level
Filter by company
User-friendly interface

Manage the intricacies of multi-company and multi-currency consolidation with ease. Our software automates the consolidation of financial data from multiple entities and currencies, saving valuable time.

A Great Solution for Consolidation

QuickBooks Online User – Amanda

“I use Reach to consolidate my 5 QuickBooks Online accounts each month- this is a huge time saver once you’ve figured out how to work the platform. The pre-made report options help make all my client reports look much more professional than QuickBooks Online alone.”

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Secure Client Portal & Sharing

Share Reports with Unlimited Clients Across Currencies

Simplified organizational control
Client-specific folders/dashboards
Centralize all your files in one secure hub
Share via link or login
Unlimited users and clients
Uphold compliance standards

Unleash your business with a tailored client portal that delivers personalized access for teams and clients alike. See how easy it is to use the client portal.

Intuitive and Easy to Share

QuickBooks Online User – Michaela N

“Now, financial reporting takes a few minutes. Reach allows me to focus on other things.”

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AI-Powered Financial Insights

Identify Financial Performance Instantly with AI-Enhanced Reporting

Identify trends, variances, and relationships
Deep insights without a financial analyst
Gain business-specific, expert-level analysis
Get tailored reports and dashboards
Make data-driven decisions with confidence
See how AI financial reporting works

AI automated reports, deep analysis, and visualized data in seconds, making you indispensable.

Compare how Reach Reporting’s AI insights stack up against our competitors.

Plus AI Insights! Amazing!!

Xero User – Jared

“Just one click, and the financials are broken down into bite-sized paragraphs that I can send to my client or paste in a report. I look like a financial wizard to my clients.”

Trusted by Financial Professionals

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QuickBooks accounting software integration

What Took Days Now Takes Hours

Reach has truly streamlined our entire process. The interface is intuitive, the reporting tools are flexible, and the automation features save a significant amount of time.

- Genesis

Leveled Up Our Advisory Services

Affordable, professional-grade tool to deliver beautiful, customized financials and dashboards. It's intuitive, powerful, highly customizable, and has elevated the way I present data.

- BlueWave

Absolutely Love Reach!

We shopped around for virtual CFO software and Reach was by far our favorite. We love the spreadsheet feel on the backend of everything, so glad we found this product!

- Powell United

Finally Found What I am Looking For!

I wanted something that I could use for specific budgeting, forecasting, etc. and that integrated with QuickBooks. Reach Reporting is super customizable and easy to use once you get the hang of it.

- Stephanie

Consolidations & Eliminations

Used this to consolidate 10 companies, was very flexible and easy to set up. I was impressed by how easy it was to insert sub-consolidations in the total. Eliminations are very easy.

- Dwayne

Write a review on QuickBooks Online

Seamless Multi-Entity Reporting

The multi-entity reporting is seamless, making consolidations effortless. Dashboard creation is intuitive and highly customizable, providing clear financial insights.

- David Kieu

Honest Reach Reporting Review

I would consider it one of the top software tools my firm needs to run smoothly. I have found it to be dynamic and intuitive. I'm sharing it with all my accounting firm-owner friends!

- Stacey Naizer

Exactly What We Are Looking For

We have a number of different companies, all with different legal structures. Reach provides us with what we need and then some. Very intuitive and straightforward user interface.

- Jason

Reach is Part of Our Team

It's easy to use and affordable, and the support team is great to work with. They're always helpful and fast to respond with productive solutions. They also make extra effort to ensure things run smoothly.

- Justin McAuliffe

Gives Us What We Need and More

We had been trying to find a software that could adequately complete our various consolidations and financial statements.

- Powell United

Write a review on Xero

Capterra accounting software integration

Remarkable & Rewarding

This level of engagement is remarkable & very rewarding for both myself as an accountant and for my clients who benefit greatly by understanding how to better manage their businesses.

- Candice R

The Experience is Amazing

I have had a great experience with the Reach Reporting team. They are dedicated to making and delivering a great software to help accounting professionals and business owners’ lives easier.

- Samantha M

Love Reach Reporting

We love how Reach Reporting is easy to connect financial information to, and we love the open formatting options to brand and deliver standard or custom reports.

- Dan B

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 Financial Data

Helps us see trends on monthly financial reports, which give context for our clients to monthly values and make them actionable.

- Candice V

Write a review on Capterra

Accountants also asked

You can ask personalized questions by scheduling a free, no-hassle product demo with our team

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How does Reach Reporting handle budgeting and forecasting?

Reach Reporting includes a complete budgeting and forecasting system with true 3-way financial planning. Accountants can build budgets, create rolling forecasts, model scenarios, and analyze variances across the Profit & Loss, Balance Sheet, and Cash Flow. Live data syncing ensures forecasts stay accurate without manual updates.

Can Reach Reporting handle multi-entity consolidations?

Yes. Reach Reporting is built for multi-entity and consolidated financial reporting. It supports standardized templates, consistent account mapping, automated consolidations, and clear variance analysis, helping accountants deliver accurate, GAAP-aligned financial statements across multiple companies or locations.

Is Reach Reporting suitable for small businesses?

Yes. Reach Reporting is designed for both small businesses and complex organizations. Small businesses can quickly create clear reports and dashboards using prebuilt templates, while accountants can scale reporting as clients grow without changing tools or workflows.

How can I start using Reach Reporting?

You can start using Reach Reporting by beginning a free trial or scheduling a personalized demo. Once connected to QuickBooks Online, Xero, or spreadsheets, the platform automatically builds your initial dashboards and reports so you can start analyzing financial performance immediately.