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Trusted by advisors, accountants and managers
Customizable Template Library
Start with Templates, Customize Anything
- Pre-built report & dashboard templates
- Fully customizable
- Best-practice metrics
- Actuals, plan & variance analysis
- Rolling forecast & budget analysis templates
- Explore the template library
Automate impressive reports and dashboards with customizable, ready-made templates for enhanced decision-making with best practice data analytics.
Easy Templates - They Get It
QuickBooks Online User - Kenneth
Integration & Automation
Connect Accounting Data Instantly Across Platforms
- Integrate QuickBooks Online financial data
- Connect QuickBooks Desktop datasets
- Sync Xero accounting entries
- Gusto payroll integration
- Link MYOB records
- CSV trial balance upload
- Datasheets, Excel, and Google Sheets connections for custom reporting workflows
All integrations automatically sync to power dashboards, financial statements, and advisory-ready reports.
Great app integration!
QuickBooks Online User - Daysi
"This app has helped me organize and visualize financial data in a way that helps each department understand its performance."
Customizable Financial Reporting
Spreadsheet-Style Flexibility for Custom Financial Reporting
- Integrated spreadsheet experience
- Excel-like formulas
- Set metric goals & targets
- Visualize trends
- Tailor metrics to your needs
- See the power of customization
Customize every template to your preference and drive business value in minutes. All within a familiar spreadsheet environment, with no downsides.
Best App for Financial Reporting
QuickBooks Online User - Agency CFO
"The best financial reporting API software, full stop. This is a "must have" for accountants focused on advisory services."
Dynamic Data Storytelling
Dynamic Statements & Interactive Metrics Drive Narrative
- Showcase KPIs with live text
- Priority-driven visual focus
- Automated adaptive reporting
- User-driven data exploration
- Brand-aligned visual identity
- Decision-focused data storytelling
Unleash the simplicity of transforming data into compelling narratives using powerful tools that bring your data to life.
Intuitive and Easy Storytelling
QuickBooks Online User - Jake F
"Reach is very intuitive and easy when creating visualizations, dashboards, and reports to make sense of your numbers!"
Customizable Template Library
Start with Templates, Customize Anything
- Pre-built report & dashboard templates
- Fully customizable
- Best-practice metrics
- Actuals, plan & variance analysis
- Rolling forecast & budget analysis templates
- Explore the template library
Automate impressive reports and dashboards with customizable, ready-made templates for enhanced decision-making with best practice data analytics.
Easy Templates - They Get It
QuickBooks Online User - Kenneth
"Reach Reporting is so flexible that there is always a way to get the exact type of reporting that you need."
Budget & Forecasting
Build Forward-Looking Insights in Minutes
- Minimal learning curve
- Forecasting algorithms & custom formulas
- Variance & trend visualization
- Datasheets for non-financial data
- Planning trend visualizations
Complete in minutes what can take weeks or months in other software. Our budgeting and forecasting tool is powerful yet easy to use and implement.
Amazing Reporting & Budgets
QuickBooks Online User - Tyler W
"Provides beautiful, summarized reports and dashboarding, along with budgets and forecasting data."
3-Way Financial Planning
P&L, Balance Sheet & Cash Flow in a Unified 3-Way Model
- A complete picture of a business trajectory
- Connect your integrated financial statements
- Automated cash flow forecast
- Makes complex planning simple
- Plan scenarios with 3-Way Forecasting
Connect your Profit & Loss, Balance Sheet, and Cash Flow Statement into a single integrated model with true 3-Way Forecasting, allowing you to build budgets, analyze cash flow forecasts, and run scenario planning with accuracy and confidence.
Great Forecasts: Huge Time-Saver
QuickBooks Online User - Cathy
"The ability to compare to budget and also report on Classes is also great! I save hours of work each month!"
Multi-Entity & Multi-Currency Consolidation
Consolidate Multiple Companies Instantly Across Entities
- Automated consolidation
- Easy eliminations
- Multi-currency conversion
- Analyze & drill down to the company level
- Filter by company
- User-friendly interface
Manage the intricacies of multi-company and multi-currency consolidation with ease. Our software automates the consolidation of financial data from multiple entities and currencies, saving valuable time.
A Great Solution for Consolidation
QuickBooks Online User - Amanda
"I use Reach to consolidate my 5 QuickBooks Online accounts each month- this is a huge time saver once you've figured out how to work the platform. The pre-made report options help make all my client reports look much more professional than QuickBooks Online alone."
Secure Client Portal & Sharing
Share Reports with Unlimited Clients Across Currencies
- Simplified organizational control
- Client-specific folders/dashboards
- Centralize all your files in one secure hub
- Share via link or login
- Unlimited users and clients
- Uphold compliance standards
Unleash your business with a tailored client portal that delivers personalized access for teams and clients alike. See how easy it is to use the client portal.
Intuitive and Easy to Share
QuickBooks Online User - Michaela N
"Now, financial reporting takes a few minutes. Reach allows me to focus on other things."
AI-Powered Financial Insights
Identify Financial Performance Instantly with AI-Enhanced Reporting
- Identify trends, variances, and relationships
- Deep insights without a financial analyst
- Gain business-specific, expert-level analysis
- Get tailored reports and dashboards
- Make data-driven decisions with confidence
- See how AI financial reporting works
AI automated reports, deep analysis, and visualized data in seconds, making you indispensable.
Compare how Reach Reporting’s AI insights stack up against our competitors.
Plus AI Insights! Amazing!!
Xero User - Jared
"Just one click, and the financials are broken down into bite-sized paragraphs that I can send to my client or paste in a report. I look like a financial wizard to my clients."
"Reach Reporting is so flexible that there is always a way to get the exact type of reporting that you need."