Reach Reporting

Access all your data to automate Visual Financial Reports.

4.9 /5 (17 reviews) Write a Review!

Reach Reporting Overview

What is Reach Reporting?

You’ve never built a report like this because you’ve never had such easy access to all your financial data before. Reach places all your data at your finger-tips to provide powerful financial insight. It is this access that makes Reach Reporting not your average reporting solution; it’s a financial advisory platform that outreaches our competition. Reach is easy to use and is enjoyed by business owners, accounting professionals, and newcomers alike. Reach gives you the power to create spectacular, actionable reports utilizing all your data, no matter where it is stored, with surprising ease and efficiency.

Reach Reporting Overview

Pricing

Starting from
$149.00/month

Pricing options

Free Trial
Subscription
Value for money

$149 per month per company. Volume pricing available on request. [email protected]


Reach Reporting Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Connect. Select. Share.
Really, it’s that simple.

Experience the future of automated report creation. Connect your accounting software. Select a template. Share a beautiful Visual Financial Report.
Connect All Your Data.
Data streams from your accounting software, data sheets and Google Spreadsheets giving access to all your financial data needed to create powerful financial insights. Your data is always in Reach.
Select from a plethora of industry-standard templates, built by storytelling experts, to produce the most powerful visual reports you have ever seen within seconds.
We provide a large library of training videos to help you improve your Reach.
Reach pulls all your financial data into the built-in spreadsheet. Select data you want to populate your tables, create custom formulas that can be templatized, turned into visual metrics, and accessed throughout Reach Reporting.
Quickly change your data into visual information that can easily be understood.
All elements in Reach are completely customizable.
Place live text anywhere and have it update automatically every month.
Create powerful dashboards.
All your disconnected data is now in your Reach. No longer waste time with manual input.
Reach Reporting video Reach Reporting video Reach Reporting video Reach Reporting video Reach Reporting video Reach Reporting screenshot: Connect. Select. Share.
Really, it’s that simple.

Experience the future of automated report creation. Connect your accounting software. Select a template. Share a beautiful Visual Financial Report. Reach Reporting screenshot: Connect All Your Data.
Data streams from your accounting software, data sheets and Google Spreadsheets giving access to all your financial data needed to create powerful financial insights. Your data is always in Reach. Reach Reporting screenshot: Select from a plethora of industry-standard templates, built by storytelling experts, to produce the most powerful visual reports you have ever seen within seconds. Reach Reporting screenshot: We provide a large library of training videos to help you improve your Reach. Reach Reporting screenshot: Reach pulls all your financial data into the built-in spreadsheet. Select data you want to populate your tables, create custom formulas that can be templatized, turned into visual metrics, and accessed throughout Reach Reporting. Reach Reporting screenshot: Quickly change your data into visual information that can easily be understood. Reach Reporting screenshot: All elements in Reach are completely customizable. Reach Reporting screenshot: Place live text anywhere and have it update automatically every month. Reach Reporting screenshot: Create powerful dashboards. Reach Reporting screenshot: All your disconnected data is now in your Reach. No longer waste time with manual input.

Reach Reporting Reviews

Reach Reporting Reviews

Overall rating
4.9
/
5
Excellent
16

Very good
1

Average
0

Poor
0

Terrible
0

Value for Money
4.8
Features
4.7
Ease of Use
5
Customer Support
5
100% recommended this app
Craig P.

Powerful financial visualization

More useful and actionable financial data.

Rapid powerful reporting which utilizes no FTE to generate, monitor or track.


Keaton H.

Analytics at your fingertips

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.


Ryan O.

Great Tool for Small Business

I have just reviewed the free trial but am considering this for a business that I am looking to start with my teenage children. This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format.


Peter R.

Reach Reporting is Saving my Sanity!

Reach Reporting has helped us organize our reporting. Now executives only see the information they want; information that is impactful.


Nick C.

Great app, really helpful for my small business

Reach Reporting has given me a simple way to communicate with my team complex financial information distilled down into easy to read charts. The dashboard functionality (vs. just reports), and frequent automatic syncing make it so that my team can keep an eye on the finances in close to real time just by clicking on a link, which is pretty amazing. Really psyched about this software!


Craig P.
Industry: Medical Practice
Company size: 11-50 Employees

Powerful financial visualization

Used Weekly for 6-12 months
Reviewed on 7/18/2019
Review Source: Capterra

More useful and actionable financial data.

Rapid powerful reporting which utilizes no FTE to generate, monitor or track.

Pros

At a management level, Reach Reporting helps us see trends on 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 helps with more productive conversations.

Frequent updates and improvements to report builder.

Responsive team!

Cons

None to report. The team has improved the reporting significantly!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Keaton H.
Industry: Venture Capital & Private Equity
Company size: 11-50 Employees

Analytics at your fingertips

Used Daily for 6-12 months
Reviewed on 6/18/2019
Review Source: Capterra

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.

Pros

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

Cons

That I didn't find Reach before we built our annual report last year!

Response from Reach Reporting

Thank you for your review. I'm glad that you have had a good experience with Reach.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Ryan O.
Industry: Photography
Company size: Self Employed

Great Tool for Small Business

Used Other for Free Trial
Reviewed on 7/16/2019
Review Source: Capterra

I have just reviewed the free trial but am considering this for a business that I am looking to start with my teenage children. This could be a great way to help them summarize the financial activities of the business in a simple and easy to use format.

Pros

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

Cons

It might be helpful to have links to definitions of what some of the terms and account groupings on the reports mean or represent.

Rating breakdown

Ease of Use

Likelihood to recommend: 8.0/10

Peter R.
Industry: Venture Capital & Private Equity
Company size: 11-50 Employees

Reach Reporting is Saving my Sanity!

Used Weekly for 6-12 months
Reviewed on 6/24/2019
Review Source: Capterra

Reach Reporting has helped us organize our reporting. Now executives only see the information they want; information that is impactful.

Pros

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.

Cons

There are certain ways I would like to display information that aren't always possible with reach, but I would expect a fully customized solution like that to cost thousands of dollars a month. I get 98% of what I need from Reach for 2% of the cost of others.

Response from Reach Reporting

Thank you for the feedback Peter. We are always seeking to improve the solutions for larger firms and knowing where those needs are is our first step. Your review has been very helpful.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Nick C.
Industry: Retail
Company size: 2-10 Employees

Great app, really helpful for my small business

Used Weekly for 1-5 months
Reviewed on 7/18/2019
Review Source: Capterra

Reach Reporting has given me a simple way to communicate with my team complex financial information distilled down into easy to read charts. The dashboard functionality (vs. just reports), and frequent automatic syncing make it so that my team can keep an eye on the finances in close to real time just by clicking on a link, which is pretty amazing. Really psyched about this software!

Pros

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.

Cons

Would be great if spreadsheets could sync with google sheets or export to excel. As of now if I want to keep data stored on my system I just need to copy and paste from the spreadsheets, which is just a little cumbersome. Also it doesn't work to copy and paste formulas because the way the formulas work isn't the same as excel/google sheets.

Another things is there have been a few bugs, however I've been very impressed that the team has responded very quickly and resolved them within hours.

Also would be neat to sync a few more things with Quickbooks like time data and projects, but it already does a lot!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

User recommendation
9.5/10
Based on 17 user ratings
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Reach Reporting Pricing

Reach Reporting Pricing

Starting from
$149.00/month
Free Trial
Subscription
Value for money

$149 per month per company. Volume pricing available on request. [email protected]

$149 per month per company. Volume pricing available on request. [email protected]

Value for Money
4.8/5
Based on 17 user ratings
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Reach Reporting Features

Reach Reporting Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4.7/5
Based on 17 user ratings
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Categories

Additional information for Reach Reporting

Additional information for Reach Reporting

Key features of Reach Reporting

  • "What If" Scenarios
  • Balance Sheet
  • Cash Management
  • Dashboard Creation
  • Data Visualization
  • Drill Down
  • Filtered Views
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Department / Project
  • Profit / Loss Statement

Benefits

-FAMILIARE SPREADSHEET PLATFORM | Built on top of a spreadsheet infrastructure, Reach Reporting gives you the freedom to create in a familiar environment, some say feels like home.
- NO MORE DATA ENTRY | Reach Reporting pulls live financial data from external systems, including Xero, QuickBooks, Excel, and Google Sheets to remove the friction of working with multiple data sources and eliminating manual data entry.
- TEMPLATIZE YOUR WORK | Creating amazing reports, metrics, and spreadsheets take time. We know! Reach Reporting will save hours of time each month with a click of a button.
- TEMPLATE LIBRARY | Our library contains the most popular industry metrics that pulls live data from your connected accounting system to automatically create charts and graphs that can be placed in any report.
- BUILD FROM SCRATCH | Build metrics in our spreadsheet environment that is connected to your financial data, placing it right at your fingertips. Best of all, you can save your work as a template and never build it again.
-LIVE TEXT | Build reports with live text elements that stay connected to your financial data, keeping your reports up-to-date and ready to send.
- WORK DIRECTLY WITH YOUR DATA | Reach Reporting pulls your financial data into the built-in spreadsheet. Select data you want to populate your tables with, then create custom formulas to produce informative spreadsheets that can be templatized, turned into visual metrics, and accessed throughout Reach Reporting.
-QUICKLY SHARE - Share a web address to a specific dashboard or report and share fully live data. Ensures access to intended information, but provides enormous value to the recipient. View read-only dashboards on a CEO’s computer, a Sales Manager’s Projector, or a Warehouse Manager’s big-screen TV.

Reach Reporting FAQs

Reach Reporting FAQs

Below are some frequently asked questions for Reach Reporting.

Q. What type of pricing plans does Reach Reporting offer?

Reach Reporting offers the following pricing plans:

Starting from: $149.00/month

Pricing model: Subscription

Free Trial: Available

$149 per month per company. Volume pricing available on request. [email protected]

Q. What are the main features of Reach Reporting?

Reach Reporting offers the following features:

  • "What If" Scenarios
  • Balance Sheet
  • Cash Management
  • Dashboard Creation
  • Data Visualization
  • Drill Down
  • Filtered Views
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Department / Project
  • Profit / Loss Statement

Q. Who are the typical users of Reach Reporting?

Reach Reporting has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Reach Reporting support?

Reach Reporting supports the following languages:

English

Q. What type of pricing plans does Reach Reporting offer?

Reach Reporting has the following pricing plans:

Subscription

Q. Does Reach Reporting support mobile devices?

We do not have any information about what devices Reach Reporting supports

Q. What other apps does Reach Reporting integrate with?

Reach Reporting integrates with the following applications:

Google Sheets, QuickBooks Online, QuickBooks Online Advanced, Xero

Q. What level of support does Reach Reporting offer?

Reach Reporting offers the following support options:

Online Support, FAQs, Phone Support, Video Tutorials