Use codeĀ INSIGHTFUL30Ā at checkout to get 30% off for 6 months.

Special Offer from Insightful Accountant

We are giving you 30% off for 6 months. Use codeĀ INSIGHTFUL30Ā at checkout.
Start your trial to lock in this offer.

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NO CREDIT CARD REQUIRED

Have your reports set up in minutes.

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Seamless

Connection

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

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Flexible

Spreadsheet

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 clientā€™s financial hero!

Financial Projections
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Data

Storytelling

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.

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Empower

Team

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

Visual Metrics

Scroll and interact with the below metrics

Automate

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

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Fully Customizable

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Template Library

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Currency Conversion

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KPIs, Trend & Variance

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Live Data Updates

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Automated Reporting

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Financial Statements

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Visual Metrics

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Live Text

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Integrations

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Dashboard & Reports

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Custom Themes

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Cash Management

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Conditional Formatting

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Spreadsheet Environment

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Budgeting & Forecasting

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Unlimited Users & Clients

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White Label Client Portal

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Access Control

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Multi-Company Consolidations

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Monthly Close

Statements

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

Automated Consolidation v4
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Consolidation &

Currency Conversion

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

Rolling Forecast
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Budgeting &

Forecasting

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

Cash flow projections v5
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Powerful

Analysis

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

Linked Datasheets
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Non-Financial

Data

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.Ā They somehow were able to pack every feature you could want, Made it incredibly powerful, and still make it a pleasure to use. “

Intuitive

“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.”

Write a review on 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

Write a review on Xero

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.”

Amazing

“Reach reporting is amazing and so easy to work with.”

Simple

“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.”

Write a review on Capterra