Complex data simple reporting.

Spotlight Reporting vs. Reach Reporting

No Reporting Solution Can Reach our Customization.

In order to help you the best, tell us what kind of business would describe you?

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Click for Spotlight Reporting vs. Reach Reporting Table Comparison.

FeaturesReachSpotlight Reporting
Fully Customizable Report BuilderX
Live Text w/Conditional FormattingX
Metric Builder in a Spreadsheet FormatX
Fully White-Labeled Client Portal with Dashboards and ReportsX
Scenarios and Full Spreadsheet CustomizationX
Setup Clients with View-Only Access to Live Dashboards and Stored PDFsX
Unlimited Users and Clients
Customizable Financial Statements.
Rename and Remap Accounts
Budgeting/Forecasting
Cash Management
Consolidation/Roll-Up
Google Sheets IntegrationX
Free Pre-built Templates to Choose From
Create Reports/Dashboards/Metrics to be used as Templates on Companies
Spreadsheet Data that Live UpdatesX
IntegrationsReachSpotlight Reporting
Quickbooks Online (QBO)
Quickbooks Desktop
Xero
Google SheetsX
CSV Import
MYOBComing
SageComing
NetsuiteComingX
Support / TrainingReachSpotlight Reporting
In-Person
Live Online
Webinars
Docs
Training Videos

Powerful Toolset

Create actionable financial reports.

Dashboard

Provide visual data insights in real-time, with cloud-based dashboards.

Live Text

Live Text

A powerful and highly effective tool that auto-populates text blocks with data from Quickbooks. Make any report feel tailor-made.

Reports

Fully customizable reports with premade visual metrics that auto-populate with your Quickbooks data.

Metrics

Build custom visual metrics or select from a library of metric templates that are connected to your live data.

In order to help you the best, tell us what kind of business would describe you?

Workable Sheets

We are continually improving our Reach

Statements

Auto-populate prebuilt statements with data from Xero then easily customize that data. Hide rows, add conditional formatting and so much more.

Sheets

Pull live data then build custom formulas. Build it once. Use it anywhere in Reach.

Budgets

Create budgets right in Reach Reporting then quickly add it to your reports with a click of the mouse.

Google Spreadsheets

Pull data from Google Spreedsheets and blend it with Xero data into a single chart to display in your reports.

In order to help you the best, tell us what kind of business would describe you?

Beautiful Templates

Complex data made simple.

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What do you want to do? Pre-built dashboards and reports? Or 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.

Auto-populate

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.

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Share Custom Templates

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

Build, Save and Manage

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

In order to help you the best, tell us what kind of business would describe you?

Online Training

We want our clients to get the most.

You are never alone with Reach Reporting. Our customer service is second to none. We provide access to training videos, newsletters, social, and so much more so you feel confident every step of the way.

 

Visit our tutorial page

Special Pricing

Lock in these prices. Start My Trial Today.

MONTHLY

ANNUAL

1 Connection

$149

Monthly

Add Connection $149

No Credit Card Required

10 Connections

$290

Monthly

Add Connection $29

No Credit Card Required

25 Connections

$550

Monthly

Add Connection $22

No Credit Card Required

1 Connection

$149

Monthly

Add Connection $149

No Credit Card Required

10 Connections
for less than 2

$290

Monthly

Add Connection $29

No Credit Card Required

25 Connections

$550

Monthly

Add Connection $22

No Credit Card Required

1 Connection

$1,548

Annually 

SAVE $240

No Credit Card Required

10 Connections
for less than 2

$2,436

Annually 

SAVE $1,044

No Credit Card Required

25 Connections

$4,620

Annually 

SAVE $1,980

No Credit Card Required

1 Connection

$1,548

Annually 

SAVE $240

No Credit Card Required

10 Connections
for less than 2

$2,436

Annually 

SAVE $1,044

No Credit Card Required

25 Connections

$4,620

Annually 

SAVE $1,980

No Credit Card Required

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