Sit back and let us do the work.
Increase Value. Save Time.
Select from a plethora of industry-standard templates, built by storytelling experts, to produce the most powerful visual reports you have ever seen within seconds.
As much control as you want.
Built on top of a spreadsheet infrastructure, Reach Reporting gives you the freedom to create in a familiar environment, some say feels like home.
No More Data Entry
Reach Reporting pulls live financial data from external systems, including Xero, Quickbooks, Excel, and Google Sheets to remove the friction of working with multiple data sources and eliminating manual data entry.
Templatize Your Work
Creating amazing reports, metrics, and spreadsheets take time. We know, that’s why you can templatize all of your hard work with a click of a button. Saving hours of time every month.
It might feel like cheating. It’s not.
Up-to-date and Ready to Share.
Build reports with live text elements that stay connected to your financial data, keeping your reports up-to-date and ready to send.
Sentences or Values
Dynamic text elements with conditional formatting utilize color and in-text visual elements to help tell the story.
Electronic PDFs or Dashboards
Reports should be accessible and sharable.
Share a web address to a specific dashboard or report and share fully live data. Ensures access to intended information, but provides enormous value to the recipient. View read-only dashboards on a CEO’s computer, a Sales Manager’s Projector, or a Warehouse Manager’s big-screen TV.
Take the credit for your amazing reports.
Easily export any report and add your own logo to showcase your firm. For dashboards, publish a dashboard link that is properly branded. Showcase your advisory skills in a way like never before.
Provide Advisory Services
Clients stay with firms and advisers who they know put in the extra effort to ensure their success. Reach Reporting is designed to allow firms to engage clients in a way that showcases the skills your firm offers.
We don’t hide features. You get it all.
We have established discount pricing based on the number of companies you connect. We have established the perfect price for the following:
Single Business – 1 Company Connection
Bookkeeper – 5 Company Connections
Professional – 10 Company Connections
Firm – 25 Company Connections
Enterprise – Please call us.