Planning Software Analysis
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Start a free trial with Reach Reporting to better compare features, support, and pricing.
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Trusted by advisors, accountants, and managers
Have your reports set up in minutes
Connect your data
Integrate your accounting software or use a spreadsheet or a CSV Trial Balance to upload data.
Connect your data
Integrate your accounting software or use a spreadsheet or a CSV Trial Balance to upload data.
Flexible spreadsheet environment
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!
Powerful visualization & 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.
Powerful visualization & 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.
Empower your 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.
Save hours transforming data.
Make smarter decisions faster.
Monthly close statements
Automate preparing your Profit & Loss,
Balance Sheet, and Cash Flow statements.
Consolidation & currency conversion
Consolidate your financials and easily
convert them into a currency of your choice.
Consolidation &
currency conversion
Consolidate your financials and easily
convert them into a currency of your choice.
Simplify your budgeting & forecasting
Our integrated 3-way forecasting provides a complete picture of projected business scenarios in minutes by seamlessly integrating the P&L, Balance Sheet, and Cash Flow Statement. Tweak drivers on your P&L and automatically see how that reflects on your monthly cash flow and balance sheet positions.
Analysis
Shorten your report development cycles drastically and spend more time analyzing, understanding and making strategic decisions.
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.
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.
Reach Reporting features
Fully Customizable
Template Library
Currency Conversion
KPIs, Trend & Variance
Live Data Updates
Automated Reporting
Financial Statements
Visual Metrics
Live Text
Integrations
Dashboard & Reports
Custom Themes
Cash Management
Conditional Formatting
Spreadsheet Environment
Budgeting & Forecasting
Unlimited Users & Clients
White Label Client Portal
Access Control
Multi-Company Consolidations
Reach Reporting Features
Reach Pricing
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