Features & Tools
Self-service reporting in just a few clicks.
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
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.“
- 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.“
- 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.“
Templates are Fantastic
The Best Tool
"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
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
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.