Business Intelligence at a Glance

You shouldn’t have to spend hours deciphering financial data.


From Numbers to Visual Reports in Minutes

Quickly create stunning dashboards and reports.


Reach makes it quick and easy to connect all your software and data sources, like google sheets, in one place.


Select one of our pre-built templates made to meet industry standards, or build one from scratch. All of our templated reports are fully customizable to your data needs.


Share your reports and dashboards quickly with your company or your clients. The client portal is viewable on any device from anywhere.

Report Templates Built with Live Data

All of our pre-built templates are built to exceed industry standards and include live-text and data. As soon as you connect your company, your reports are auto-populated with current financial data.

Quickly Share Data Anywhere, Anytime

Share financial insights to business decision-makers with a click of a mouse providing them simple, yet comprehensive, visual reporting that will unlock profitability, rapid scaling, and decrease waste.


It’s the difference between a thriving or dying business.

Dashboard Built with Business Intelligence 

Not only are all our dashboards fully customizable to help you show your financial metrics in any format you wish, but all of our metrics are built with the power of Datasheets, making the possibilities with metrics endless.

Custom Dynamic Templates

What do you want? Pre-built dashboards and reports? Or do you want to build something truly custom. Want to show the relationship between the cash on hand and expenses? What about marketing spend relative to the PPC revenue? Your ability to get granular data can spell the difference for your clients as they guide their business.

Live, actionable, and beautiful data streams. Turn all your work into a template that will magnify your work!

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Template Library

The library is updated with new templates monthly providing a wide range of auto-populated reports, spreadsheets, metrics, and statements that help you quickly display actionable information.


Share Custom Templates

Easily manage your templates and share them with your other clients. Reach isn’t just a report builder; it’s a financial storytelling system.


Add live text anywhere in your reports. Connect a company and the template will pull live-data from your accounting software! Creating reports has never been this easy.

Build, Save and Manage

Build as many custom reports, spreadsheets, or metric templates as you want. Simply re-use them to jump-start new reports. Create custom spreadsheets with advanced formulas.

Super Easy

“Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak.”


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


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

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.”

Helps Summarize

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

Nice Looking

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

Easy to Understand

“Reach was SUPER easy to set up and the graphs and charts are really easy to understand and tweak.”

Value Immediately

“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.”

See Information

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

Easy to Read Charts

“Reach Reporting has given me a simple way to communicate with my team complex financial information distilled down into easy to read charts.”

Read Reach Reporting Reviews on GetApp.com

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. “


“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 QB.”

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