& Tools

Self-service reporting and planning in just a few clicks.

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 its performance.”



  • Spreadsheet environment
  • Excel-like formulas
  • Metric goals/ targets
  • Trend lines

Best QuickBooks 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.”



  • 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!”



  • Pre-built report & dashboard templates
  • Fully customizable
  • Best practice metrics
  • Actuals & variance analysis
  • Rolling forecast & budget analysis templates

See 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.”

Budget &


  • 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


  • 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!”



  • 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 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.



  • 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.”

See what

professionals are saying!

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.”