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Scaling Your Accounting Practice with Automation and Insights

12 December 2024 | 2pm EST

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Powerful

Integration

Connect and seamlessly sync your accounting and non-financial data.

 

  • Xero
  • QuickBooks Online & Desktop
  • CSV Trial Balance
  • Gusto
  • Datasheets & Google Sheets
Integrations & Automation
screen shots of Reach Reporting spreadsheet.

Spreadsheet

Environment

Simplify your work and feel at home with Reach Reporting’s spreadsheet environment. Our integrated spreadsheet automatically pulls all your finances, allowing you to work efficiently with your data.

Customization

Live

Text

Live text is a visual best used for showcasing your key performance indicators. This dynamic tool updates as your Xero data is updated and empowers you to stay agile and responsive to your clients’ ever-changing needs, ensuring that your financial insights are always up-to-date, visually impactful, and tailored just for them.

Data Storytelling

Pre-built

Templates

Our templates are incredibly versatile. They can be used as-is for efficient reporting or serve as a fantastic starting point for customization. Tailor every aspect to meet your specific needs and create polished reports effortlessly.

Template Library

3-Way Budgeting

& Forecasting

Automate your liquidity projections from changes made to the Profit & Loss and Balance Sheet statements. Everything you decide to tweak, be it sales/expenses, or a purchase/sale of an asset, or a new bank loan, will automatically reflect on your monthly cash flow and cash balance.

3-Way Budgeting & Forecasting

Automated

Consolidation

Simplify multi-company consolidation with our advanced automation. Utilize account matching technology for same-name and category accounts to enhance process efficiency and accuracy.

Consolidations

Client

Portal

Unlock a world of convenience with our client portal featuring tailored access for diverse departments and clients. Elevate control with view-only data access, ensuring teams get exactly what they need. Simplify organization, supercharge decision-making efficiency, and indulge in a new era of personalized data empowerment.

Client Portal

See what

professionals are saying!

Templates are Fantastic

“Love the ability to create templates of metrics and reports that you and your team can use across the platform.”

Incredibly Powerful

“It’s basically what would happen if Tableau and Excel had a baby. They somehow were able to pack every feature you could want, Made it incredibly powerful, and still make it a pleasure to use. “

Intuitive

“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.”

Blown Away

“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 QuickBooks.”

Write a review on QuickBooks

Reach Has Set the Standard

Reach has set the standard for all other integrated reporting systems. User friendly & customizable. Our clients look forward to getting their Reach Report every month!

Game Changer

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.

Great Report Consolidation!

Excited to use Reach Reporting to process multiple reports more quickly. Being able to customize what reports I’d like to use and then process with one click is simply amazing

Great reporting tool

Intuitive tool that connects easily with Xero. Has some great features to make professional reports in no time

Write a review on Xero

Helps Summarize

“This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format.”

Amazing

“Reach reporting is amazing and so easy to work with.”

Simple

“I really like that this app makes it simple and easy to create really nice looking dashboards that I can share with my teammates.”

Excellent Integrated Software

The data syncs easily making metrics easy to build. The graph and customization options are endless and make great post market review easy.

Helps Summarize

“Helps us see trends on monthly financial reports which give context to monthly values and make them actionable.”

Write a review on Capterra