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First company connection is FREE*

Bring financial data together to create powerful advisory reports and dashboards in minutes.

Yes, we integrate with Quickbooks Desktop.

*Free business connection when you sign up your second connection within 30 days.

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Advisory Reports in Minutes.

Pull data from all of your sources and automate a powerful monthly report.

How It Works.

All your data accessible and workable in our familiar spreadsheet environment.

CONNECT

As soon as you connect Reach Reporting to your accounting software, google sheets or upload your CSV  your data is automatically collected. Placing all your data from any source at your fingertips.

SELECT

Quickly select an industry-standard financial report and your data auto-populates the report. Easily customize the template or use our powerful data spreadsheet interface to create your own visual metrics, reports, or dashboards. Save your work as a template and it will update with live critical data every month, quarter, or year. 

SHARE

Send insightful financial reports to your clients providing them with financial business intelligence in just a click.

Data security is top priority.

Secure Cloud Environment | AES-256 Encryption | Disaster Recovery | Real-time Monitoring | AWS Best Practices | US-Based Servers 

Work without Constraint.

Wherever your data is stored make it accessible and workable.

Data streams from your accounting software, datasheets, and Google Spreadsheets giving access to all your financial data needed to create powerful financial insights. Your data is always in Reach.

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Powerful Spreadsheet

Add any data, to any cell, from anywhere.

Regain the hours you spend manually inputting data. Quickly add data in just a click. Add QB, Xero, datasheet, or Google Spreadsheet data to create powerful, dynamic statements, metrics, dashboards, and reports. Produce insight that literally develops before your eyes.

SCROLL TO LEARN MORE

Powerful Spreadsheet

Add any data, to any cell, from anywhere.

Regain the hours you spend manually inputting data. Quickly add data in just a click. Add QB, Xero, datasheet, or Google Spreadsheet data to create powerful, dynamic statements, metrics, dashboards, and reports. Produce insight that literally develops before your eyes.

SCROLL TO LEARN MORE

Create Advisory Reports

With the time you’ve saved start analyzing, organizing, and advising.

Reach Reporting auto-populates every report, dashboard, statement, and metric with your data leaving you with spare time. Now you can really dive into the data to analyze and arrange the information in such a way to provide actionable business insight that is understandable.

SCROLL TO LEARN MORE

Create Advisory Reports

With the time you’ve saved start analyzing, organizing, and advising.

Reach Reporting auto-populates every report, dashboard, statement, and metric with your data leaving you with spare time. Now you can really dive into the data to analyze and arrange the information in such a way to provide actionable business insight that is understandable.

SCROLL TO LEARN MORE

Quick Share

The most insightful information they’ve ever had.

Business decision-makers will be impressed with the insightful information you provide them. Best of all, they can access it anywhere and quickly share it with other decision-makers.

Quick Share

The most insightful information they’ve ever had.

Business decision-makers will be impressed with the insightful information you provide them. Best of all, they can access it anywhere and quickly share it with other decision-makers.

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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.

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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.

Sample Financial Report Templates

All reports are industry standard and built on visual theory.

People are Noticing

Reach Reporting is more than a reporting tool.

Reach Reporting has been awarded Best Value and Ease of Use from Capterra. This award is based on the highest user ratings for overall value and functionality. Thank you for seeing the value of Reach Reporting.

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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