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Reach Reporting
vs. Qvinci

Compare two powerful tools and see the difference.

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Watch Video | Comparison | Features | Templates |  Testimonials

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Features

Reach Reporting

Qvinci

Fully Customizable Report Builder

Live Text w/Conditional Formatting

Metric Builder in a Spreadsheet Format

Fully White-Labeled Client Portal with Dashboards and Reports 

Scenarios and Full Spreadsheet Customization

Setup Clients with View Only Access to Live Dashboards and Stored PDFs

Unlimited Users and Clients

Customizable Financial Statements.
Rename and Remap Accounts

Budgeting/Forecasting

Cash Management

Consolidation/Roll-Up

Google Sheets Integration

Free Pre-built Templates to Choose From

Create Reports/Dashboards/Metrics to
be used as Templates on Companies

Spreadsheet Data that Live Updates

Integrations

Reach Reporting

Qvinvi

QuickBooks Online (QBO)

QuickBooks Desktop

Xero

Google Sheets

CSV Import

MYOB

Sage

Netsuite

Support / Training

Reach Reporting

Qvinci

In-Person

Live Online

Webinars

Docs

Training Videos

The Most Powerful Toolset

Create actionable financial reports.

Dashboard

Provide visual data insights in real-time, with cloud-based dashboards.

Intro to dashboards
Publishing A Dashboard
Dashboard Templates

Reports

Fully customizable reports with premade visual metrics that auto-populate with your Quickbooks data.

Building a Report
Report builder elements

Metrics

Build custom visual metrics or select from a library of metric templates that are connected to your live data.

Intro To metrics
Metric Templates
Live Text

Live Text

A powerful and highly effective tool that auto-populates text blocks with data from Quickbooks. Make any report feel tailor-made.

Live Text
Create your dashboard

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Yes, there’s more…

We are continually improving our Reach

Statements

Auto-populate prebuilt statements with data from Xero then easily customize that data. Hide rows, add conditional formatting and so much more.

Intro to statements
Statement Templates

Sheets

Pull live data then build custom formulas. Build it once. Use it anywhere in Reach.

Data Sheets

Budgets

Create budgets right in Reach Reporting then quickly add it to your reports with a click of the mouse.

Setting Up a budget/forecast in ReacH

Google Spreadsheets

Pull data from Google Spreedsheets and blend it with Xero data into a single chart to display in your reports.

Google sheets integration

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yellow-quarterly

Visually Enhanced Financial Templates

The key to information is the ability to understand it.
What do you want to do? Pre-built dashboards and reports? Or 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!

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.

Auto-populate

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.
+

Share Custom Templates

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

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.
View Report Templates

TESTIMONIALS

Providing the Most Training

We want our clients to get the most.

You are never alone with Reach Reporting. Our customer service is second to none. We provide access to training videos, newsletters, social, and so much more so you feel confident every step of the way.

 

Visit our tutorial page

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Testimonials

We are Reaching all Professionals.

Super Easy

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

Amazing

"Reach reporting is amazing and so easy to work with."

Simple

"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."

Write a review on Capterra

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

Write a review on GetApp

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. "

Intuitive

"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."