Reach Reporting Features
The best business planning solution for dashboards, reports, budgets, and forecasts.
Experience the future of automated financial dashboard and report creation. Connect your accounting software. Select a template. Share a beautiful visual financial report.
Report templates
Sit back and let us do the work.
Complete customization
As much control as you want.
Spreadsheet platform
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.
Visual metrics
Build powerful visual KPIs.
Use a template
Our library contains the most powerful industry metrics that pulls live-data from your connected accounting software to automatically create charts and graphs that can be placed in any financial dashboard or report.
Build from scratch
Our financial reporting software is built in our spreadsheet environment which is connected to your financial data. It’s right at your fingertips. Best of all, you can save your work as a template and never build it again.
Consolidation & currency conversion
Consolidate your financials and easily convert them into a currency of your choice.
Budgeting
Quickly create your budget
Live text
It might feel like cheating. It’s not.
Up-to-date & ready to share
Build financial dashboards and reports with live-text elements that stay connected to your financial data, keeping your reports up-to-date and ready to send.
Sentences or values
Dynamic text elements with conditional formatting utilize color and in-text visual elements to help tell the story.
Internal smart spreadsheet
Build it once. Automate it over and over again.
PDFs or Dashboards
Reports should be accessible and sharable.
Secure data
Share a web address to a specific financial dashboard or report and share fully live-data. Ensures access to intended information and provides enormous value to the recipient. View read-only dashboards on a CEO’s computer, a Sales Manager’s Projector, or a Warehouse Manager’s big-screen TV.
White label
Take the credit for your amazing reports.
Showcase yourself
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.
Perfect pricing
Unbeatable pricing. Powerful features for everyone.
Price savings
We have established discount pricing based on the number of companies you connect. We have established the perfect price for the following:
Single Business – 1 Company Connection
Professional – 10 Company Connections
Firm – 25 Company Connections
Enterprise – Please call us.
