Connect. Select. Share.

Really, it’s that simple.

Experience the future of automated report creation. Connect your accounting software. Select a template. Share a beautiful Visual Financial Report.

Report Templates

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.

Want More Control?

We don’t limit what you can do. We enhance it.

Complete Customization

As much control as you want.

Spreadsheet Platform

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.

Visual Metrics 

Build Powerful Visual KPIs

Use a Template

Our library contains the most popular industry metrics that pulls live data from your connected accounting system to automatically create charts and graphs that can be placed in any report.

Build from Scratch

Build metrics in our spreadsheet environment that is connected to your financial data, placing it right at your fingertips. Best of all you can save your work as a template and never build it again.

Live Text

It might feel like cheating. It’s not.

Live Text

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.

Live Text

Sentences or Values

Dynamic text elements with conditional formatting utilize color and in-text visual elements to help tell the story. 


Built on a familiar platform you’ll love.

Live Text

Work Directly with Your Data

Reach Reporting pulls your financial data into the built-in spreadsheet. Select data you want to populate your tables with, then create custom formulas to produce informative spreadsheets that can be templatized, turned into visual metrics, and accessed throughout Reach Reporting.

Electronic PDFs or Dashboards

Reports should be accessible and sharable.

Live Text

Secure Data

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.

White Label 

Take the credit for your amazing reports.

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Showcase Yourself

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.

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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.

Schedule a demo. You’ll be glad you did.

Perfect Pricing

We don’t hide features. You get it all.

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Price Savings

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. 


Schedule a demo. You’ll be glad you did.

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