Reports that update for you
Don’t let your reports ever be out of date.
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!
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.
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.