Both Spotlight Reporting and Reach Reporting access 3rd-party accounting software, Excel, and uploaded CSV data. Reach also provides the added advantage of Google Sheets. All data automatically populates any predefined template in your company library.
Reach enhances your ability to present influential reports by letting you actually work with your data exactly like you would in Excel. Every cell has access to all your data with just a click, then use familiar formulas, work in a comfortable environment and visually display your data any way you want. Build it once, save it as a template, share it with your firm and never worry about building it again.
NOT AVAILABLE IN SPOTLIGHT.
Spotlight gives you the ability to view a pdf online and calls it a dashboard. Not Reach Reporting. Reach has a true dashboard that is mobile-friendly and interactive. Give your clients the ability to access live interactive dashboards with live data where they can strategize and gain insightful perspectives.
Spotlight Reporting may appear cheaper, but no solution offers the flexibility, automation, usability, or customizability of Reach Reporting. Saving you right away and in the long-run. More importantly, making you more money as customer churn decreases and revenue increases.
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Spotlight Reporting and Reach Reporting Comparison Table.
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 ✓ ✓
SMARTER REPORTS – BETTER DECISIONS – STRONGER BUSINESS
Accountants are Talking.
Financial professionals love us. You will too!
"Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak."
"Reach reporting is amazing and so easy to work with."
"I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates."
"This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format."
"Helps us see trends on monthly financial reports which give context to monthly values and make them actionable."
Easy to Understand
"We logged in the first time and found several pre-built reports, dashboards and KPI's with OUR NUMBERS in them. It was really cool to see the value immediately."
"Reach Reporting has helped us organize our reporting. Now executives only see the information they want; information that is impactful."
Easy to Read Charts
"Reach Reporting has given me a simple way to communicate with my team complex financial information distilled down into easy to read charts."
Templates are Fantastic
"The customization is very easy to use, intuitive and very much designed to think like Excel but, of course, without the potential for human interface errors, constant updating."
The Best Tool
"This tool is HANDS DOWN the best tool that I have ever used to produce financials, trends, and KPIs. I have been looking for this tool my ENTIRE career."
"I was blown away! I love how customize-able it is because as a Non-profit, all our lingo is different, even when using the Non-profit version of QB."