Powerful Templates
Reports built on a visual philosophy strategy.
What do you want to see? Use the pre-built dashboards and reports or build something truly custom. Want to show the relationship between the cash on hand and the expenses? What about marketing spend relative to the PPC revenue? Your ability to get granular data can spell the difference for clients and the managers that guide business.
Live, actionable, and beautiful data streams. Turn all your work into a template that will save you time.
Template Library
Our library is updated with new templates monthly providing a wide range of auto-populated reports, spreadsheets, metrics, and statements that help you quickly display actionable information.
Auto-populate
Add live text anywhere in your templates. Connect a company and the template will pull live data from your accounting software! Creating reports has never been this easy.
Share Custom Templates
Manage all your templated elements, then share them with the company connections you manage. Reach isn’t just a report builder; it’s a financial storytelling system.
Build, Save and Manage
Build as many custom report, spreadsheet, or metric templates as you want. Quickly reuse them to jump-start new reports. Create custom spreadsheets with advanced formulas.
Monthly Report Templates
Provide actionable monthly reports.
Cash Management
A comprehensive overview of your organization’s liquidity and existing cash flow situation.
Profit and Loss
A summary your company’s income statement and profits in critical areas of the business.
Financial Performance
An overview of how efficiently you are spending your capital while providing a snapshot of the main metrics on your balance sheet.
Financial Statement
Focused on data relevant for chief financial officers (CFOs) that need to grasp high-level metrics such as revenue, gross profit, operating expenses, net income, and more.
Download a Sample Report.
SCROLL TO SEE MORE REPORTS
Quarterly Report Templates
Provide key financial data.
Quarterly Earnings
Provide decision-makers with three things: an overview of sales, expenses, and net income for the most recent quarter.
Cash Flow Statements
The cash flow statement is a standardized document that clarifies the state of a company’s cash flow at a point in time.
Balance Sheet
Statement of the financial standing of a company which indicates the assets, liabilities, and owner’s equity for a quarterly period.
Income Statement
This section of the report shows the business’s quarterly profit or loss.
Download a Sample Report.
SCROLL TO SEE MORE REPORTS
Annual Report Templates
Comprehensive report of the year’s financial activity.
Balance Sheets
A recap of the company’s assets, liabilities, and equity that existed at the end of the year.
Income Statements
A more reliable, or at least a more complete view, of the company activities.
Stockholders Equity
Simply recaps the transactions that affected the equity accounts during the period.
Cash Flow Statement
Splits cash flows into three main sections: operations, investing, and financing.
Download a Sample Report.
SCROLL TO LEARN MORE
Testimonials
We are Reaching all Professionals.
