Reports that update for you

Don’t let your reports ever be out of date.
Build reports that sync with your accounting software and spreadsheets!

The Best Visual  Reports

Connect. Select. Share.

Custom Dynamic Templates

What do you want? Pre-built dashboards and reports? Or do you want to build something truly custom? Want to show the relationship between the cash on hand and expenses? What about marketing spend relative to the PPC revenue? Your ability to get granular data can spell the difference for your clients as they guide their business.

Live, actionable, and beautiful data streams. Turn all your work into a template that will magnify your work!


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 Reports

Easily manage your templates and share them with your other clients. Reach isn’t just a report builder; it’s a financial storytelling system.


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, and Manage

Build as many custom reports, spreadsheets, or metric templates as you want. Simply reuse them to jump-start new reports. Create custom spreadsheets with advanced formulas.


Ensure that your reports are dynamic and captivating!

Custom, Dynamic Templates

We make sure all the report templates are designed to exceed industry standards to serve your clients best. Quickly connect your client’s company and have reports auto-fill with their financial data. Pre-built reports don’t quite fit? Reach gives you the flexibility to create the reports that you want with the data that resonates!

Check out an example of the kind of report templates you’ll be working with.

Astound your Clients! Anywhere.

Any report can be instantly shared with all of your clients. Not only can they be shared quickly, but are reports are made to scale on any device so that you and your clients can view the data that matters anytime, anywhere.

Super Easy

"Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak."


"Reach reporting is amazing and so easy to work with."


"I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates."

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."

Helps Summarize

"Helps us see trends on monthly financial reports which give context to monthly values and make them actionable."

Nice Looking

"I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates."

Easy to Understand

"Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak."

Value Immediately

"We logged in the first time and found several pre-built reports, dashboards and KPI's with OUR NUMBERS in them. It was really​ cool to see the value immediately."

See Information

"Reach Reporting has helped us organize our reporting. Now executives only see the information they want; information that is impactful."

Easy to Read Charts

"Reach Reporting has given me a simple way to communicate with my team complex financial information distilled down into easy to read charts."
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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. "


"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 QB."

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