Features & Tools
Self-service reporting in just a few clicks.
Automated & Customized Reporting
Integration & automation
- QuickBooks Online & Desktop integration
- Xero integration
- CSV trial balance integration
- Gusto integration
- Datasheets integration & Google Sheets
Great app integration!
QuickBooks 06/14/2023 Daysi
Intuitive customization
- Spreadsheet environment
- Excel-like formulas
- Metric goals/ targets
- Trend lines
Best QBO API For Financial Reporting
QuickBooks 03/01/2023, Agency CFO
“The best financial reporting API software, full stop. This is a “must have” for accountants focused on advisory services.“
Data storytelling features
- Live text
- Conditional formatting
- Dynamic statements & interactive metrics
- Custom themes for your own branding and colors
Intuitive and Easy
QuickBooks 06/21/2023 Jake F.
“Reach is very intuitive and easy when creating visualizations, dashboards, and reports to make sense of your numbers!”
Template library
- Pre-built report & dashboard templates
- Fully customizable
- Best practice metrics
- Actuals & variance analysis
- Rolling forecast & budget analysis templates
They Get It
QuickBooks 05/17/2023, Kenneth
“Reach Reporting is so flexible that there is always a way to get the exact type of reporting that you need.“
Planning & Multi-Company
Budget & forecasting
- Minimal learning curve
- Forecasting algorithms & custom formulas
- Datasheets for non-financial data
- Planning trend visualizations
Great app – amazing reporting
QuickBooks 04/19/2023, Tyler W
“Provides beautiful summarized reports, and dashboarding, along with budgets and forecasting data.“
Integrated 3-Way Forecasting
- A complete picture of a business trajectory
- Connected P&L, Balance Sheet & Cash Flow Statement
- Automated cash flow forecast
- Makes complex planning simple
Great Reports; Huge Time-Saver!
QuickBooks 03/27/2023 Cathy
“The ability to compare to budget and also report on Classes is also great! I save hours of work each month!“
Consolidations
- Multi-currency consolidation
- Easy eliminations
- Filter by company
A great solution for consolidation
QuickBooks 02/09/2023, Amanda
“I use Reach to consolidate my 5 QBO 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 QBO alone.
Client portal
- Organize your reports and dashboards
- Determine access levels using folders
- Upload files such as .pdf, .xlsx, .xls, .xlsm, .docx, .doc, .csv
- Unlimited users and clients
Intuitive and Easy
QuickBooks 01/25/2023 Michaela N.
“Now financial reporting takes a few minutes. Reach allows me to focus on other things.“
Automated & Customized Reporting
Integration & automation
- QuickBooks Online & Desktop
- Xero integration
- CSV trial balance integration
- Gusto integration
- Datasheets integration
- Google Sheets integration.
Great app integration!
QuickBooks 06/14/2023 Daysi
“This app has helped me organize and visualize financial data in a way that helps each department understand their performance. The flexibility in the way you can format and show the data it’s amazing and so user friendly. Their customer support is very efficient. I couldn’t be happier with this integration.“
Intuitive customization
- Spreadsheet environment
- Excel-like formulas
- Metric goals/ targets
- Trend lines
Best QBO API For Financial Reporting
QuickBooks 03/01/2023, Agency CFO
“Reach is the best financial reporting API software for QBO, full stop. The product just keeps getting better and better, and it has added tremendous value to my clients and my delivery. This is a “must have” for accountants focused on advisory services.“
Data storytelling features
- Live text
- Conditional formatting
- Dynamic statements & interactive metrics
- Custom themes for your own branding and colors
Intuitive and Easy
QuickBooks 06/21/2023 Jake F.
“Reach is very intuitive and easy when creating visualizations, dashboards, and reports to make sense of your numbers!”
Template library
- Pre-built report & dashboard templates
- Fully customizable
- Best practice metrics
- Actuals & variance analysis
- Rolling forecast & budget analysis templates
They Get It
QuickBooks 05/17/2023, Kenneth
“Rarely are you going to find software that does everything that you need. Our firm has tried them all. Reach Reporting is so flexible that there is always a way to get the exact type of reporting that you need.“
Planning & Multi-company
Budget & forecasting
- Minimal learning curve
- Forecasting algorithms & custom formulas
- Datasheets for non-financial data
- Planning trend visualizations
Great app – amazing reporting
QuickBooks 04/19/2023, Tyler W
“This app is awesome! Provides beautiful summarized reports, and dashboarding, along with budgets and forecasting data. If you want to see data in a useful way; get this app!“
Integrated 3-Way Forecasting
- A complete picture of a projected business trajectory
- Connected P&L, Balance Sheet & Cash Flow Statement
- Automated cash flow forecast
- Makes complex planning simple
Great Reports; Huge Time-Saver!
QuickBooks 03/27/2023 Cathy
“The ability to compare to budget and also report on Classes is also great! I save hours of work each month!“
Consolidations
- Multi-currency consolidation
- Easy eliminations
- Filter by company
A great solution for consolidation
QuickBooks 02/09/2023, Amanda
“I use Reach to consolidate my 5 QBO 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 QBO alone. Also, their customer service is great! I always get a quick response when I need help with something.“
Client portal
- Organize your reports and dashboards
- Determine access levels using folders
- Upload files such as .pdf, .xlsx, .xls, .xlsm, .docx, .doc, .csv
- Unlimited users and clients
Intuitive and Easy
QuickBooks 01/25/2023 Michaela N.
“Financial reporting used to take me days to complete, now it takes me a few minutes. Reach Reporting has been a time saver and allows me to focus more time on other things. Support is great they really know their software.“
“This app has helped me organize and visualize financial data in a way that helps each department understand its performance.“