Small Business
Reporting & Planning

Here are some of the key uses that small businesses have found invaluable about Reach Reporting.

Excel SpreadsheetReach Reporting

Drag the orange icon left and right to transform the spreadsheet effortlessly.

In-Depth

Financial Insights

Whether you’re an LLC, Corporation, franchise, or nonprofit, Reach Reporting is designed to simplify and enhance the business’s financial reporting and planning process, giving business managers access to powerful tools that transform complex financial data into understandable, actionable insights.

Get more from your data.

Seamless

Integration & Automation

Connect complex data from QBO, Xero, Google Sheets, and Microsoft Excel to easily automate financial and non-financial reports and visuals.

Automated &

Customizable
Reports

Adapt each template to quickly unlock business insights built to your team’s preferences. All within a familiar spreadsheet environment, with no downsides.

Intuitive

Cash Flow
Planning

Gain comprehensive insights and foresights with automated cash flow planning. Simple planning is possible.

AI Powered

Supercharged Reporting

Instantly generate expert-level reports that give you a unified view across your company—without the reporting headaches.

Extensive

Template
Library

Minimize errors and save time for your team by using our pre-built templates or modify each template to meet your client’s needs.

Elevate

Department Communication

Our department portal grants access to various departments enhancing company decision-making. Providing view-only access to data, ensuring personalized, secure, and efficient data empowerment.

Automated Consolidation v4

Time Saving

Multi-Business Consolidation

Enact easy eliminations and conduct easy financial consolidations effortlessly across diverse currencies to give clear, consolidated insights.

See what businesses are saying.

Tony Friday

Executive Director of Brainbox.

“We didn’t know what financial insight we could get until we started using Reach Reporting.”

Dave Carlson

President | COO, Summit Technology

“Reach is the most powerful tool I’ve ever seen for financial reporting for a small business.”