Sit back and let us do the work.
Select from a plethora of industry-standard templates, built by storytelling experts, to produce the most powerful visual financial dashboards and reports you have ever seen within seconds.
As much control as you want.
Built on top of a spreadsheet infrastructure, Reach Reporting gives you the freedom to create in a familiar environment, some say “feels like home”. We have the most robust financial reporting software on the market and the easiest to use.
No More Data Entry
Reach Reporting’s financial reporting software pulls live financial data from external systems including Xero, Quickbooks, Excel, and Google Sheets to remove the friction of working with multiple data sources eliminating manual data entry.
Templatize Your Work
Creating amazing financial dashboards and reports, metrics, and spreadsheets take time. We know! Reach Reporting will save countless hours each month with the click of a button.
Take the credit for your amazing reports.
Easily export any financial report and add your own logo to showcase your firm. For financial dashboards, publish a dashboard link that is properly branded. Enhance your advisory skills in a way like never before.
Provide Advisory Services
Clients stay with firms and advisers who they know put in the extra effort to ensure their success. Reach Reporting is designed to allow firms to engage clients in a way that showcases the skills your firm offers.
We don’t hide features. You get it all.
“Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak.”
“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.”
“This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format.”
“Helps us see trends on monthly financial reports which give context to monthly values and make them actionable.”
Easy to Understand
“We logged in the first time and found several pre-built reports, dashboards and KPI’s with OUR NUMBERS in them. It was really cool to see the value immediately.”
“Reach Reporting has helped us organize our reporting. Now executives only see the information they want; information that is impactful.”
Easy to Read Charts
“Reach Reporting has given me a simple way to communicate with my team complex financial information distilled down into easy to read charts.”
Templates are Fantastic
“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.”
“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 QB.”