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

★ ★ ★ ★ ★ , Jane Phillips

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

★ ★ ★ ★ ★ , 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

★ ★ ★ ★ ★

I’ve tested all the reporting tools on the market and Reach is by far superior. Simple to use yet very powerful in terms of customization.

Nikole Mackenzie

★ ★ ★ ★ ★

This is the easiest reporting tool I've ever found. Very easy automation. Integrates data from either Xero or QB. We use Xero and BigCom. I would give Support a 10 but there are only 5 stars. Worth every penny.

Laura Oden

★ ★ ★ ★ ★

I wish I'd found Reach years ago. The reports are amazing, and totally customisable for all of our clients. We have tried several reporting apps over the years but none have given us what we need. The reports we have developed in Reach have wowed our customers and once they are set up are super easy to produce each month.

Jon Peilow

★ ★ ★ ★ ★

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.

John Kutsch

★ ★ ★ ★ ★

Ease of use was a major advantage! Access to templates. Beautiful reports.

Keaton H.

★ ★ ★ ★ ★

I was able to build reports immediately, very intuitive software. They also provide tons of templates you can use all or parts of. I am very proud of the financials that are coming out of this system. 

Jen S

★ ★ ★ ★ ★

After months of searching and testing various software we finally landed on Reach Reporting. The software is very user friendly and 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 brings powerful automation with great pre-built templates - helps the turnaround time for report generation and allows you to build powerful, insightful reports with relative ease.

Jono Gibbs

★ ★ ★ ★ ★

Reach Reporting is very user friendly and their customer support is THE BEST! Can hardly wait to utilize the software for amazing reports and insights!

Karen Korte

★ ★ ★ ★ ★

User friendly & customizable.
Craig Feltner

★ ★ ★ ★ ★

Reach Reporting's makes it so easy to track company's performance. Dynamic dashboards provide real-time insights into a company's performance, which can help managers make better decisions.

Marissa Jones

★ ★ ★ ★ ★

Reach Reporting is an awesome product! In less than five minutes, I can provide my client with a graphical dashboard thereby enabling my clients insight into their business operations.

Irene Wachsler

★ ★ ★ ★ ★

It seems simple to use and makes the financial reporting process easy for people without an accounting background. It is easy to customize the reports to what is most relevant to your audience.

Ryan O.

★ ★ ★ ★ ★

I have been using reach reporting for over a year now and can confidently say that it has made my month-end reporting much more efficient. You just set up the templates once and the Xero integration effortlessly flows the figures through each month. 

Fahad Khan

★ ★ ★ ★ ★

The software is intuitive and easily customizable, which is great when working with multiple clients to ensure each client has a tailored approach.

Candice Rutherford

★ ★ ★ ★ ★

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

★ ★ ★ ★ ★ , Jane Phillips

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

★ ★ ★ ★ ★ , 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

★ ★ ★ ★ ★

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

★ ★ ★ ★ ★

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.

★ ★ ★ ★ ★

We have have started linking our clients to Reach Reporting and it has totally transformed our relationship with our clients.

They have been impressed with the features and reporting I now give them.

We are and Accounting Firm specializing in the Bookkeeping and Advisory and Reach Reporting has saved us time and allowed us to provide better reporting in less time.

The best part as an accounting firm is their support. We have dedicated LIVE PERSON that is reachable and responsive.

I highly recommend Reach Reporting!

Mark Gilbert

★ ★ ★ ★ ★

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

★ ★ ★ ★ ★

Our clients look forward to getting their Reach Report every month!
Craig Feltner

★ ★ ★ ★ ★

I love Reach because it really helps display financial ratios and performance for visual people. It has helped my companies and teams better understand performance and has made analysis, quicker, easier, clearer, and MORE FUN.

Tracy Bech

★ ★ ★ ★ ★

The client portal provides an access point to those who need to see the data but are not required to modify it. Make your life easy by using Reach to create your financial briefs.

Robert Ramsey

★ ★ ★ ★ ★

We love this app. As a long-time user, Reach has been a key piece of software, presenting and reviewing data with clients. The team hands-down is fantastic and will assist you. We've enjoyed our partnership with Reach and are thankful for what they have created.

Mintage Labs

★ ★ ★ ★ ★

Reach reporting has elevated our monthly conversations with our clients. It gives our clients a deeper interest in what their numbers really say about their business.

Vic Madeira

★ ★ ★ ★ ★

I love that I can customize each of my clients metric dashboards & reports to suit them both personally and professionally. By tailoring the client experience, I have been able to fully engage my clients in understanding the story of their business on a regular basis. This level of engagement is remarkable & very rewarding for both myseslf as an accountant and for my clients who benefit greatly by understanding how to better manage their businesses.

Candice R.

★ ★ ★ ★ ★

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. Jared is available and helpful at every step of the onboarding process and beyond. Marcy Long, Controller, Coldwell Banker Schmitt in the Florida Keys.

Marcy Long

★ ★ ★ ★ ★

Reach Reporting's makes it so easy to track company's performance. Dynamic dashboards provide real-time insights into a company's performance, which can help managers make better decisions.

Marissa Jones

★ ★ ★ ★ ★

The product and value that I am able to push out to my clients each month with this tool has significantly increased. Highly recommended.

Justin Miller

★ ★ ★ ★ ★

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. Our clients are genuinely excited about these reports.

Carol Gervais

★ ★ ★ ★ ★

Reach Reporting is an awesome product! In less than five minutes, I can provide my client with a graphical dashboard thereby enabling my clients insight into their business operations.

Irene Wachsler

★ ★ ★ ★ ★

Reach has helped our clients get a quick overview of their company performance. It allows us to interact with our clients more often.

Michael H.

★ ★ ★ ★ ★

Reach allows us to provide our clients with essential decision making tools and the flexibility to evolve as our clients needs evolve.

Justin Arends

★ ★ ★ ★ ★

Not only does Reach offer top notch customer support and training options, the reporting is beautiful, template library extensive, and the client interface is intuitive and easy to explain. Reach is a game changer for our advisory clients!
Marielle

★ ★ ★ ★ ★

Online support is very helpful and prompt in responding to our questions!
Cheryl Winker

★ ★ ★ ★ ★

The support team have also been super helpful with their demos and support on any technical questions I've had while using the tool. I would highly recommend this product!

Sarah Medd

★ ★ ★ ★ ★

Any time there has been a bug in their program, they work quickly and efficiently with me to fix it, and they respond quickly to any inquiries. Highly recommend!

Courtney Yates

★ ★ ★ ★ ★

The learning curve is relatively shallow, and the support is phenomenal.

John Kutsch

★ ★ ★ ★ ★

Arthur has been super helpful, he always got the time and patience to show me new ways of using the software to get what I need.

Pratap Mohhra

★ ★ ★ ★ ★

Fabulous customer support.
Maicheal Still

★ ★ ★ ★ ★

The team hands-down is fantastic and will assist you. We've enjoyed our partnership with Reach and are thankful for what they have created.

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

★ ★ ★ ★ ★

The best part as an accounting firm is their support. We have dedicated LIVE PERSON that is reachable and responsive.

I highly recommend Reach Reporting!

Mark Gilbert

★ ★ ★ ★ ★

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

★ ★ ★ ★ ★

Emma, our dedicated representative, has been an absolute standout throughout the entire process. My lone qualm was its lack of integration with Xero tracking categories, but I received excellent news from Jared. Reach now syncs with tracking categories in Xero! Due to this swift resolution, my review has been upgraded to a well-deserved five stars.

Julie Meza

★ ★ ★ ★ ★

The Reach team is available and helpful at every step of the onboarding process and beyond. 

Marcy Long

★ ★ ★ ★ ★

Reach has helped our clients get a quick overview of their company performance. It allows us to interact with our clients more often.

Michael H.

★ ★ ★ ★ ★

I've found it pretty intuitive, and when I needed help, I have found support to be quick to respond. #winwin

Michell Higgins

★ ★ ★ ★ ★

Reach Reporting is very user friendly and their customer support is THE BEST! Can hardly wait to utilize the software for amazing reports and insights!

Karen Korte

★ ★ ★ ★ ★

The support & team at Reach is also excellent - any time I've had an issue or request, they are responsive and get things done quickly.

Candice Rutherford

★ ★ ★ ★ ★

Responsive team!
Craig P.

★ ★ ★ ★ ★