Tell A Story In Seconds
Automated visual reports for today’s busy professional.
More than reports
Reports, dashboards, budgets, & forecasts.
Empower your clients to make informed decisions, create solid plans, and improve their bottom line with our comprehensive toolset.
Connects in seconds
Integrates with top accounting software.
Integrate your accounting software or use a spreadsheet to upload a CSV with Trial Balance data. Compatible with Quickbooks, Xero, Gusto, Microsoft Excel, and Google Sheets.
Connect in seconds.
Integrates with top accounting software.
Integrate your accounting software or use a spreadsheet to upload a CSV with Trial Balance data. Compatible with Quickbooks, Xero, Gusto, Microsoft Excel, and Google Sheets.
Self-service reporting
Choose from pre-designed templates or build your own.
Provide your clients with powerful reports, dashboards, budgets, and forecasts to visualize their key business drivers.
Effortless insights
Reports, dashboards, and client portal.
Give your clients access to printable PDFs, interactive dashboards, and a client portal for strategic and actionable decision-making.
Effortless insights
Reports, dashboard, and client portal.
Give your clients access to printable PDFs, interactive dashboards, and a client portal for strategic and actionable decision-making.
Unlimited report capabilities
Our familiar spreadsheet environment offers endless opportunities.
Reach Reporting enables you to create the precise reports, dashboards, budgets, and forecasts you require without any limitations.
Additional benefits
Drastically reduce reporting process.
Once set up, your reports and dashboards are dynamically updated as data flows in. Repetitive tasks are in the past.
Beautiful statements in seconds.
Automate preparing your Profit & Loss, Balance Sheet and Cash Flow statements.
Consolidation & currency conversion made simple.
Consolidate your financials and easily convert them into currency of your choice.
Internal budgeting is quick and easy.
Bring in your budget data from accounting software, spreadsheet or create a budget using our budgeting tool.
Provide financial analysis.
Shorten report development cycles and spend more time on analysis and strategic decision-making.
Sync non-financial data for additional insights.
Centralize all your data in one place with our datasheets or Google Sheets integration. Create comprehensive dashboards and reports by incorporating non-financial data.