Client Reviews

See what financial professionals are saying about Reach Reporting.

It’s one of the reasons why I selected Reach for its variety of reports which can be customized too. There’s lots of editable features that makes it easy to create reports.

Merry Chu
★ ★ ★ ★ ★

Great tool to show trends and goals with KPIs for our clients! The functionality to pull data directly from Xero has been a tremendous help to illustrate the full financial story.

Jane Phillips
★ ★ ★ ★ ★

Currently using this for consolidation, budgeting and forecasting and the level of customization is great!

Sarah Medd
★ ★ ★ ★ ★

Reach Reporting is a great system! It has been a game changer with monthly reporting with it’s company consolidation features and buildable metrics. 

Sarah Medd
★ ★ ★ ★ ★

Reach Reporting is a great source for reports that QuickBooks doesn’t offer within their programs. 

Courtney Yates
★ ★ ★ ★ ★

Reach Reporting can and will change the entire presentation/decision support value proposition you add to your clients. The ability to create repeatable reporting with rock solid metrics adds to your confidence and frees up assembly time to be devoted to analysis and synthesis.

By using the datasheet functionality KPI creation is now as straightforward as a journal entry. If excel is your tool of choice for assembly and presentation you will be amazed and delighted at the robust nature of Reach Reporting. The learning curve is relatively shallow, and the support is phenomenal.

Choose this best of breed solution with absolute confidence.

John Kutsch
★ ★ ★ ★ ★

Recently started using Reach for our reporting, helped massively with the kind of things you’re able to do presentations wise, also the direct feed to Xero is a great help.

Pratap Mohhra
★ ★ ★ ★ ★
At a management level, Reach Reporting helps us see trends in monthly financial reports, which gives context to monthly values and makes them actionable. At board meetings, the visualizations help board members realize positive or negative trends of the organization and help with more productive conversations—frequent updates and improvements to the report builder. Responsive team!
Craig P.
★ ★ ★ ★ ★
I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates. I am part of a cooperative business and want to get other members of the team more aware of the finances. The metrics I’m looking for are simple, but in most other apps I’ve tried it’s complicated or impossible to create something totally customized that syncs with Quickbooks. I also like the “live” spreadsheets that allow me to put synced data and customized data side by side. I’m really excited to use it more and to keep creating easy to understand, actionable information.
Nick C.
★ ★ ★ ★ ★

I love that Reach comes with pre-packaged reports that are ready for me to use, but that I can also do a TON of customization to get the reports exactly how I want them. These reports are making our financial information so much more consumable. The reports are clean and have made an impact on how much management uses them.

Peter R.
★ ★ ★ ★ ★

Reach Reporting is an excellent app for building beautiful custom financial reports. The reports are really easy to customize and look really professional.

Jim Bird
★ ★ ★ ★ ★

Reach Reporting is a game changer in the financial reporting landscape, boasting an intuitive interface and a vast library of customizable templates. Its seamless integration with popular accounting software and real-time data syncing simplifies report creation and ensures accuracy. The platform’s flexibility and professional presentation make it a must-have tool for financial professionals. Reach Reporting has revolutionized financial reporting, helping me create impactful, data-driven reports with ease.

Nicholas Coluccio
★ ★ ★ ★ ★

We love this app. As a long-time user, Reach has been a key piece of software, presenting and reviewing data with clients. 

Mintage Labs
★ ★ ★ ★ ★

I’ve had wonderful experience working on reach reporting and it helped me create value in the work we put in. I’m very happy with the help and the tutorials provided and the many pre-designed reporting templates which are self explanatory and while there are many more being built by the great team at reach reporting. I look forward to more products or tech they bring out in the future.

Pavan Chaudhary
★ ★ ★ ★ ★

I am outsourced accountant and CFO for over 50 small businesses, and I am extremely happy with the ease and functionality of Reach Reporting. The reporting capabilities are far greater than those that QuickBooks Online can currently deliver, and the nature by which you can incorporate non-financial data seamlessly into reports, calculations and graphical representations of our business performs is exceptional.

Justin Miller
★ ★ ★ ★ ★

REACH has been a great software for budgeting and reporting both for individual companies and for consolidation. it has lots of reporting flexibility which has been good and an improvement over other software i have used previously. Recommend

Kent Hutchings
★ ★ ★ ★ ★

Reach Reporting gives us everything we need to report on KPIs. The templates and flexibility of the software have allowed us to customize dashboards and reporting in a very specific way for our company.

Krista Pearson
★ ★ ★ ★ ★

Reach Reporting has been a game changer for our organization. Reporting within QBO is so basic and exporting to Excel requires way too much effort. The team at Reach has been great to work with. After a little training, I was able to create an impressive dashboard style report for my board that blew them away.

LaRanda Burke
★ ★ ★ ★ ★

Reach is hands down one of the best SAAS products for reporting & analysis.

Candice Rutherford
★ ★ ★ ★ ★
3-way planning and forecasting without touching Excel, seamless consolidations, and tailored company reporting that updates each month has changed my planning and reporting processes for ever. 
Maicheal Still
★ ★ ★ ★ ★
Reach Reporting has allowed us to take the Financial Statements we present to our clients to a whole new level, while also increasing our efficiency.
Cheryl Winker
★ ★ ★ ★ ★
Reach Reporting is a game changer and provides very helpful financial reporting dashboards and KPI’s for us and our clients that we serve.
Shaun Smith
★ ★ ★ ★ ★

I absolutely love Reach Reporting ; it has allowed me to create high quality customized reporting for our clients. The result is a report that provides meaningful, useful visual information which is leaps and bounds ahead of any monthly financial reporting they have ever received. 

Carol Gervais
★ ★ ★ ★ ★

Reach gives me the flexibility to create custom financial reports to give to senior management. I use it monthly and highly recommend it to new users. 

Marcy Long
★ ★ ★ ★ ★

We are loving Reach Reporting! The ability to customize reports, memorize them as templates that are updated in real time has saved us so much time. The reports look great and our clients are actually more engaged in reading reports now! I’ve found it pretty intuitive, and when I needed help I found support to be quick to respond. #winwin

Michell Higgins
★ ★ ★ ★ ★

I’ve been using Reach Reporting for 5 months now and can see it is the simplest and most beneficial financial reporting app out there. I quickly linked it to my Quickbooks account and BAM!! It worked. Best performance analytics app out there. It helps me and my accountant with reporting. Absolutely impressed by this reporting software

Caleb Shepherd
★ ★ ★ ★ ★

I love that I can customize each of my clients metric dashboards & reports to suit them both personally and professionally. 

Candice R.
★ ★ ★ ★ ★

After about 12-months of using Reach for periodic reporting. We’ve had a lot of positivity from clients because of the ability Reach gives us to deliver customized, enhanced reports tailoring to each clients/sectors needs. Instead of being stuck into one format of report – we’re able to make visible any KPI we can think of.

Gaetan Tremblay
★ ★ ★ ★ ★

Reach has proven incredibly valuable in our endeavor to consolidate financial data from four separate entities. 

Julie Meza
★ ★ ★ ★ ★

I’ve been searching for a great tool to integrate with QBO and finally feel like I have found something that is scalable to fit my growing needs. This is a great addition to any small business model!

Compagna Financial
★ ★ ★ ★ ★
Reach has set the standard for all other integrated reporting systems. User friendly & customizable. 
Craig Feltner
★ ★ ★ ★ ★