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Visually Enhanced Financial Reports 

Turn your client’s financial spreadsheets into a financial story within seconds. 

Gone are the days of delivering confusing spreadsheets.

Reach Reporting’s Quick Integration

XERO

QUICKBOOKS

CSV UPLOAD

Create Custom Visual Financial Reports

HELPING YOUR CLIENTS IS OUR GOAL

Your challenge is to make your intricate and elaborate work easy for your clients to comprehend.

Within seconds Reach Reporting takes your client’s financial date from QuickBooks, Xero, EXCEL, or Google Spread Sheets and creates real-time visually enhanced reports and dashboards. Increasing your customer’s loyalty to your firm.

Make your firm stand out with Visual Financial Reporting!

Advise clients on what matters.

Customize and focus Dashboards and Reports on exactly what drives business. Choose from pre-built reports, dashboards and metrics or customize your own.

Anytime, anywhere access

Access your key financial reports and dashboards from any device. Keep your QB files clean by using Reach as an extension that clients can access.

Save time and deliver

Create universal reports and dashboards that work for all of your clients and stay automatically updated. Save yourself time.

The Automated Visual Financial Reporting Advantage

Dynamic
Spreadsheets.

Data that updates in a spreadsheet automatically.

Spreadsheets aren’t the problem, it’s the data. As soon as you put it in, it’s obsolete. What if there was a world where this data stayed current? They weren’t flowers that had been cut, they were living-documents with live-data streams. Now there is.

Let’s be honest, it was time.

Spreadsheets
like no other.

Data that updates in a spreadsheet automatically.

Spreadsheets aren’t the problem, it’s the data. As soon as you put it in, it’s obsolete. What if there was a world where this data stayed current? They weren’t flowers that had been cut, they were living-documents with live-data streams. Now there is.

Let’s be honest, it was time.

Create.
Publish.
Export.

Double-down on adding value.

Sharing specific data has never been easier. Build, curate, and motivate with the ability to share a simple link that displays a dashboard or report in real-time. Saves you having to constantly send updated information. Comment, alter and refine.

Impress with the click of a button.

Stunning Data.
Distilled.

Consolidate, filter by class/department, and truly customize your client’s experience.

Take, build, share and refine. These dashboards and reports mark the beginning of a new trend in the industry for businesses to receive actionable information from a glance. Whether it’s a view from 35,000 feet or viewed through a microscope, the data is live, and gorgeously displayed.

Don’t just display, convey.

Stunning Data.
Distilled.

Consolidate, filter by class/department, and truly customize your client’s experience.

Take, build, share and refine. These dashboards and reports mark the beginning of a new trend in the industry for businesses to receive actionable information from a glance. Whether it’s a view from 35,000 feet or viewed through a microscope, the data is live, and gorgeously displayed.

Don’t just display, convey.

Indicate
Performance.

What do you want to see? Use the pre-built dashboards and reports or build something truly custom. Want to show the relationship between the cash on hand and the expenses? What about the marketing-spend relative to the PPC revenue? Your ability to get granular data can spell the difference for clients and the managers that guide business.

Live, actionable, and beautiful data streams!

Consolidations and Class Filtering

Filter like a Boss. Consolidate companies, and filter data that is important for your clients.

Share and Publish

Generate and share a PDF or a live published dashboard. Always live, always beautiful.

Customize

Build advanced cash flow forecasts, spreadsheets, reports, dashboards, KPI’s, and make them yours.

REACH REPORTING REVIEWS

“Reach Reporting, with its plug-and-play reports, is so incredibly easy to create your own custom calculation or graph.”

Bryan
CEO of TheCFO2Go

“Reach Reporting helps us see trends on monthly financial reports which give context to monthly values and makes them actionable.”

Craig
CEO of Sleep Care

“Reach Reporting exceeded all expectations! KPIs and graphs add a WOW factor that allowed our clients to grasp and interpret trends without digging into the numbers.”

Cynthia
Advanced Certified QuickBooks Pro Advisor, CMA, CPA