About Reach Reporting
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Reach Reporting is a robust financial reporting and planning tool designed to streamline data visualization and decision-making. By integrating with widely used platforms such as QuickBooks Online and Desktop, Xero, Google Sheets, and Gusto, it automates data collection and eliminates the need for manual report-building. Its user-friendly interface allows businesses to manage financial data effortlessly, offering pre-built templates and customizable dashboards to suit diverse operational needs. The software is particularly suited for accountants, financial advisors, and business owners looking to consolidate data and present insights with professional flair. The software's functionality is centered on automation, customization, and data storytelling. It includes features such as dynamic statements, conditional formatting, and trend visualization, which make complex financial data easier to understand and act upon. Multi-business consolidation, integrated 3-way financial planning (covering P&L, balance sheets, and cash flows), and advanced forecasting algorithms provide a holistic view of a business's financial health. Users can easily tailor reports to reflect their branding, including logos and unique formatting, ensuring consistent, polished deliverables for internal and external audiences.
Pros & Cons
- +Easy to connect financial information and customize reports with open formatting options.
- +Excellent customer service that is fast and helpful.
- +Engages accountants and clients, helping businesses manage finances better.
- +Dedicated team focused on improving accounting processes for professionals and business owners.
- −Identifies bookkeeping errors but cannot fix them.
- −Limited reporting features in integration with QBO.
- −Requires some spreadsheet knowledge, which may be a challenge for inexperienced users.
Features
Key features
- Integration and Automation
- Simplifies data connection from platforms like QuickBooks, Xero, and Google Sheets for automated reporting.
- Customization
- Offers Excel-like formulas, customizable visuals, and tailored themes to match branding preferences.
- Dynamic Reporting
- Supports dynamic statements, interactive visuals, and conditional formatting to highlight trends and goals.
- Multi-Business Consolidation
- Enables consolidation across multiple entities with multi-currency support.
- AI-Enhanced Analytics
- Provides predictive analytics and insights in seconds, making reports more actionable.
- Template Library
- Pre-built and fully customizable templates for dashboards, rolling forecasts, and budget analysis.
- Client Portal
- Organizes reports and manages user access with unlimited clients and folders.
- 3-Way FP&A Planning
- Delivers automatic balance sheet and cash flow projections.
- Budget & Forecasting
- Features trend visualizations, forecasting algorithms, and datasheets integration.
- Scalable Deliverables
- Templates adapt to both new and existing users for consistent reporting.
Additional features
- Automated Data Import
- Connect and automate data integration from multiple platforms.
- Pre-Built Templates
- Includes ready-made templates for reports and dashboards.
- Custom Branding
- Add logos, colors, financial labels, and disclaimers for professional presentation.
- Interactive Metrics
- Enables dynamic reporting with live text and conditional formatting.
- Trend Analysis
- Offers visual representations of financial and operational trends.
- Unlimited Users
- Provides access for unlimited clients and users.
- Role-Based Access Control
- Ensures secure report sharing and data access.
- Forecasting Tools
- Includes rolling forecasts, variance analysis, and custom formulas.
- Multi-Currency Support
- Facilitates global financial reporting with currency conversion.
- Client Communication
- Easily share and manage reports through a centralized portal.
Pricing
Monthly plans
Add Connection
USD 22
Add Connection
USD 29
Countries & Languages
Interface languages
Billing currencies
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About Reach Reporting
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Reach Reporting Details
Reach Reporting's In-App Market Place
Does Reach Reporting have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Plans
Monthly plans
Add Connection
USD 22
Add Connection
USD 29
Accepted Payment Currencies
USD ($)
Pros & Cons
- Easy to connect financial information and customize reports with open formatting options.
- Excellent customer service that is fast and helpful.
- Engages accountants and clients, helping businesses manage finances better.
- Dedicated team focused on improving accounting processes for professionals and business owners.
- Identifies bookkeeping errors but cannot fix them.
- Limited reporting features in integration with QBO.
- Requires some spreadsheet knowledge, which may be a challenge for inexperienced users.
Reach Reporting's Support Options
Email Address
support@reachreporting.comContact
(877) 467-7637Reach Reporting's Alternatives
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