Use code INSIGHTFUL30 at checkout to get 30% off for 6 months.

Special Offer from Insightful Accountant

We are giving you 30% off for 6 months. Use code INSIGHTFUL30 at checkout.
Start your trial to lock in this offer.


Have your reports set up in minutes.




Integrate your accounting software or use a spreadsheet or a CSV Trial Balance to upload data.

spreadsheet environment v2



Enter the world of self-service reporting and let Reach Reporting automatically visualize your key business drivers. Or create your customized dashboards and reports in a familiar spreadsheet environment.

Understanding data is critical.

Become your client’s financial hero!

Financial Projections



Put your data into the right perspective by using advanced functionalities like dynamic statements, interactive metrics and live text. Drill down into underlying data. Use your own branding and colors.

collaborative planning



Share reports and dashboards for strategic and actionable decision-making. Focus on driving business growth.

Visual Metrics

Scroll and interact with the below metrics


Once set up, your reports and dashboards are dynamically updated as data flows in. Repetitive tasks are in the past.

Easily transform data.
Smarter decisions faster.


Reach Reporting Features

Fully Customizable

Template Library

Currency Conversion

KPIs, Trend & Variance

Live Data Updates

Automated Reporting


Financial Statements

Visual Metrics

Live Text


Dashboard & Reports

Custom Themes

Cash Management

Conditional Formatting

Spreadsheet Environment

Budgeting & Forecasting

Unlimited Users & Clients

White Label Client Portal

Access Control

Multi-Company Consolidations

statements v3

Monthly Close


Automate preparing your Profit & Loss,
Balance Sheet, and Cash Flow statements.

Automated Consolidation v4

Consolidation &

Currency Conversion

Consolidate your financials and easily
convert them into a currency of your choice.

Rolling Forecast

Budgeting &


Bring in your budget data from accounting software, spreadsheet or create a budget using our budgeting tool.

Cash flow projections v5



Shorten your report development cycles drastically and spend more time analyzing, understanding and making strategic decisions.

Linked Datasheets



Bring in your non-financial data using our datasheets or google sheets. Create comprehensive dashboards and reports. Have all your data in one place.

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.”