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Save Time & Get More Clients

Don’t spend your time creating the same report month after month. Let us automate that for you.

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Tools Made for Advisors

Connect with your clients and let us handle the boring stuff.

Live Text

LIVE TEXT

POWERFUL SHEETS

VISUAL METRICS

DYNAMIC REPORT TEMPLATES

WORKABLE STATEMENTS

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SHARE ANYTIME, ANYWHERE

UNDERSTANDING DATA IS CRITICAL 

Become your client’s financial Hero!

The Best Visual Reports

Connect. Select. Share.

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.

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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.

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.

Build, Save and Manage

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

Take it for a spin. 30-days on us.

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LIVE TEXT

Put Live Data Anywhere

Dynamically integrate data from your accounting software, and put it anywhere in your report. Save the report as a template and connect it to any company to automatically pull and produce the right story with the right numbers.

Game changer.

VISUAL METRICS

Custom or Templates

Reach Reporting’s visual metric tool pulls data directly from your accounting software ensuring you’re telling the right story with the most current data, always! Quickly build a visual metric or choose from several powerful templates. Save your custom metric as a template and use it for all of your reports.

VISUAL METRICS

Custom or Templates

Reach Reporting’s visual metric tool pulls data directly from your accounting software ensuring you’re telling the right story with the most current data, always! Quickly build a visual metric or choose from several powerful templates. Save your custom metric as a template and use it for all of your reports.

WORKABLE STATEMENTS

Building Statements Just Got Real

Quickly pull data from your accounting software to display Profit and Loss, Balance Sheet, Cash Flow Statements, and more to your reports. Reach further by adding additional rows and columns to implement custom equations and formulas that provide powerful insights. 

CONFUSING DATA COSTS U.S. BUSINESSES $3 TRILLION PER YEAR

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

POWERFUL SHEETS

Create Custom, Excel™-like Sheets with Live Data.

Stop manually inputting data! Your data is instantly available to the Datasheet tool in Reach Reporting. Select a date range you want to pull from and you can instantly build spectacular spreadsheets that never have to be rebuilt or manually populated again. Imagine the time you will save! Now, turn those sheets into visual metrics.

DYNAMIC REPORT TEMPLATES

Use Ours or Create Your Own.

Communicate financial insights to business decision-makers with simple, yet comprehensive, visual reports that will unlock profitability, rapid scaling, and decrease waste. 

DYNAMIC REPORT TEMPLATES

Use Ours or Create Your Own.

Communicate financial insights to business decision-makers with simple, yet comprehensive, visual reports that will unlock profitability, rapid scaling, and decrease waste. 

Live Text

SHARE ANYTIME, ANYWHERE

Mobile Dashboards & Printable PDFs

Share financial insights to decision-makers with the click of a mouse. Dashboards on their browser. Reports in their hand. And a client portal to compile it all.

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.”

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. “

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.”

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