Client Reporting Made Easy
Client Relationships Matter. Win more business.
Make your firm stand out!
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.
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.
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.
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.
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.
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 has allowed me to connect to my clients like never before.”
-Matt Frisbie
How does Reach work with QuickBooks?
Reach is an approved QuickBooks 3rd party app integration. This allows accounts and report data to update data to be used.
How often does Reach update based on QuickBooks changes?
Reach updates within minutes by using a feature that checks for updates in the company file in QuickBooks Online.
Is there a limit on the number of reports I can download?
There is no limit to the number of downloads.
Does it work for QuickBooks Desktop?
QuickBooks Desktop is synced by using our Reach Reporting Desktop Connector. This is downloaded and run to sync with data from the company file.
Get Started Today
Have a more productive workday, starting now!