Reports that Tell a Story
Start building your financial story today.
Increase your offering while decreasing the time you spend.
Live Connection
Having real-time data allows for more accurate and up-to-date insights, leading to better decision-making and a stronger competitive edge.
Template Library
The 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.
Remove Confusion
Avoid discrepancies or errors that may occur when using outdated or static data.
Quickly Share
With just a few clicks, you can share your reports with clients or team members via client portal, email, direct link, or even embed them on your website.
A Toolset Like No Other
Live data that you can work with.
Dashboard
Cloud-based dashboards provide quick access to reports no matter where you are.
Reports
Creating reports has never been easier or more enjoyable. Yes, we said it, enjoyable. No other interface is simpler.
Metrics
We have created a library of templates that take your financial data and turn it into a visual representation. What’s that? Yes! You can also create your own.
Live Text
Ok, this one is fun. Take any data element from your financial software and turn it into live-text. Turn your reports into living, breathing documents. You’ve got to schedule a demo to really comprehend this feature.
“Reach is improving our client relations while saving us time producing monthly reports.”
– Summit CPA Group
Yes, there’s more…
We are continually improving our Reach.
Statements
Auto-populate prebuilt statements with data from Xero and Quickbooks, then easily customize that data. Hide rows, add conditional formatting, and so much more. Things you thought were impossible are completely possible.
Sheets
Pull live data from your financial software, then create custom formulas to create a powerful spreadsheet that will automatically update. Build it once. Use it anywhere in Reach. You are welcome.
Budgets
Create budgets right in Reach Reporting then quickly add it to your reports with the click of a mouse.
Google Spreadsheets
Pull data from Google Spreedsheets and blend it with your accounting software into a single chart to display in your reports.
Powerful Templates
Reports built on visual psychology 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
The 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.
Share custom templates
Easily manage your templates and share them with your other clients. Reach isn’t just a report builder; it’s a financial storytelling system.
Auto-populate
Add live text anywhere in your reports. Connect a company and the template will pull live-data from your accounting software! Creating reports has never been this easy.
Build, save & manage
Build as many custom reports, spreadsheets, or metric templates as you want. Simply re-use them to jump-start new reports. Create custom spreadsheets with advanced formulas.
“As an accountant who owns their own business, performs consulting work, have worked for Fortune 500 companies, I will tell you that 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 for my ENTIRE career.”
Holly
CEO of Harper Lawrence Financial
“Reach Reporting, with its plug-and-play reports, is so incredibly easy to create your own custom calculation or graph.”
Bryan
CEO of TheCFO2Go
“Reach Reporting helps us see trends on monthly financial reports which give context to monthly values and makes them actionable.”
Craig
CEO of Sleep Care
“Reach Reporting exceeded all expectations! KPIs and graphs add a WOW factor that allowed our clients to grasp and interpret trends without digging into the numbers.”
Cynthia
Advanced Certified QuickBooks Pro Advisor, CMA, CPA