Complex data simple reporting.
Spotlight Reporting vs. Reach Reporting
No Reporting Solution Can Reach our Customization.
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Features Reach Spotlight Reporting Fully Customizable Report Builder ✓ X Live Text w/Conditional Formatting ✓ X Metric Builder in a Spreadsheet Format ✓ X Fully White-Labeled Client Portal with Dashboards and Reports ✓ X Scenarios and Full Spreadsheet Customization ✓ X Setup Clients with View-Only Access to Live Dashboards and Stored PDFs ✓ X Unlimited Users and Clients ✓ ✓ Customizable Financial Statements. ✓ ✓ Rename and Remap Accounts ✓ ✓ Budgeting/Forecasting ✓ ✓ Cash Management ✓ ✓ Consolidation/Roll-Up ✓ ✓ Google Sheets Integration ✓ X Free Pre-built Templates to Choose From ✓ ✓ Create Reports/Dashboards/Metrics to be used as Templates on Companies ✓ ✓ Spreadsheet Data that Live Updates ✓ X Integrations Reach Spotlight Reporting Quickbooks Online (QBO) ✓ ✓ Quickbooks Desktop ✓ ✓ Xero ✓ ✓ Google Sheets ✓ X CSV Import ✓ ✓ MYOB Coming ✓ Sage Coming ✓ Netsuite Coming X Support / Training Reach Spotlight Reporting In-Person ✓ ✓ Live Online ✓ ✓ Webinars ✓ ✓ Docs ✓ ✓ Training Videos ✓ ✓
Create actionable financial reports.
Provide visual data insights in real-time, with cloud-based dashboards.
A powerful and highly effective tool that auto-populates text blocks with data from Quickbooks. Make any report feel tailor-made.
Fully customizable reports with premade visual metrics that auto-populate with your Quickbooks data.
Build custom visual metrics or select from a library of metric templates that are connected to your live data.
We are continually improving our Reach
Auto-populate prebuilt statements with data from Xero then easily customize that data. Hide rows, add conditional formatting and so much more.
Pull live data then build custom formulas. Build it once. Use it anywhere in Reach.
Create budgets right in Reach Reporting then quickly add it to your reports with a click of the mouse.
Pull data from Google Spreedsheets and blend it with Xero data into a single chart to display in your reports.
Complex data made simple.
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!
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.
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.
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.
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.