 Reach ReportingA financial reporting solution that lets you
Build the Reports your clients need.
Built on a spreadsheet playground.
The Differnce
Your clients want your knowledge, not a cookie-cutter report. Reach was developed as a reporting playground. Choose from a library of prebuilt, fully customizable reports, or build a template entirely from scratch to showcase your most powerful differentiator…your knowledge.
Connection
Access 3rd-party accounting software, Excel, and uploaded CSV data. Reach also provides the added advantage of Google Sheets. All data automatically populates any template in your company library or you can link data anywhere in a custom report.
Templates
Reach Reporting has a robust library of entirely customizable reports, metrics, and dashboard templates. Developed on visual theory, every report produced by Reach Reporting is built for maximum value to the reader and focuses on portraying difficult information—simply.
Predefined
Though Reach Reporting offers predefined reports, we understand predefined reports can restrict what you’re trying to say. That’s why we ensure you have the ability to completely change adjust, customize, or visually display any metric, anyway, and anywhere you want. If that’s not enough then we give you the ability to build anything from scratch.
Visualization
Reach Reporting gives you complete access to build reports exactly how you want. Instead of just moving a metric up and down on a page, Reach lets you place images, text blocks, visual metrics, statements, and more to create incredible reports. Use the spreadsheet workspace to build and visually display any metric you can come up with.
Spreadsheets
This is truly the game-changer. Reach enhances your ability to present influential reports that differentiate your firm by providing access to a built-in spreadsheet. Pull live data into any cell with just a click, use familiar formulas, work in a comfortable environment, and display your data any way you want. Build it once to be automatically tailored for any client again and again. Our competition doesn’t provide this flexibility nor will your competition provide the reporting that is unique to your firm.
Tailored
Rather than manually adjusting every report to reflect a client’s brand, Reach utilizes live: logos, colors, and text to automatically customize and tailor every report to any company. Spend more time collaborating and less time building.
Simplicity
Reach’s simplicity is leading the market with an amazing workspace playground built into the report itself. Other solutions force you to switch back and forth to make changes, additions, or develop special reports. With Reach, work in one place and never leave.
Accessible
Reach Reporting has a true-to-form dashboard that is mobile-friendly and interactive. Quickly allow your clients to change reporting periods, compare periods, strategize with departments, and gain insightful perspectives—no matter what device they are on.
Training
With live training, online video tutorials, and chat, we make sure you are confident in producing reports that increase your value and help you continue to wow your clients. We will do one-on-one or full firm training.
Pricing
Our compitition may appear cheaper, but no solution offers the flexibility, automation, usability, or customizability of Reach. Saving you right away and in the long run. More importantly, making you more money as customer churn decreases and revenue increases.
MONTHLY
ANNUAL
SMARTER REPORTS – BETTER DECISIONS – STRONGER BUSINESS
Accountants are Talking.
Financial professionals love us. You will too!