Better Report Management

When reports are difficult to understand and edits take too long, it can harm your client relationships and competitive edge. A better report management system is essential for quick data access and transformation. The right solution boosts productivity, speeds up report production, satisfies clients, and drives revenue growth.

Showing how a spreadsheet is used in the Reach Reporting app.

The Reach Difference

Give your clients a competitive edge with Reach Reporting’s customizable reports. Our smart spreadsheet lets you modify templates or create reports from scratch, ensuring your clients receive reports tailored to their specific needs.

Our internal smart spreadsheet provides:

animation of Reach Reporting workflow

Integration

Integrate accounting software, Excel, Google Sheets, and CSV files with our smart spreadsheet to automate accurate, end-of-month reports in minutes and eliminate manual data entry errors.

In order to help you the best, tell us what kind of business would describe you?

A sample report with Reach Reporting

Standardization

Consistency ensures that all reports are presented in the same format, making it easier for clients to understand and compare data across different periods. This feature also saves time by eliminating the need to create unique reports from scratch for each client.

In order to help you the best, tell us what kind of business would describe you?

A sample report with Reach Reporting

Standardization

Consistency ensures that all reports are presented in the same format, making it easier for clients to understand and compare data across different periods. This feature also saves time by eliminating the need to create unique reports from scratch for each client.

Customization

Tailor your dashboards, reports, and metrics to your exact needs by either customizing our templates or building them from scratch.

select data pop up on Reach Reporting

Ease of use

Working in a familiar environment reduces the learning curve, eliminating the need to learn new formulas and processes.

In order to help you the best, tell us what kind of business would describe you?

Scalibility 

Build a library of standard reports and send them to your client’s portal with just a click. Increase client engagement effortlessly and elevate your perceived value.

In order to help you the best, tell us what kind of business would describe you?

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. "

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."

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."

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."

In order to help you the best, tell us what kind of business would describe you?