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Finally, Reports
that tell a story!

Start Building Financial Stories Today!

Provide a deeper understanding of complex financial data. Reach Reporting’s toolset gives you what you need to finally provide reports that tell a story.

Reporting for Advisory Services

Increase your offering while decreasing the time you spend.

Live Connection

Always have live data to create the right story with up-to-date data.

Visual Templates

Data is pulled in and visual elements are produced

Remove Confusion

Now you can see your financial story. 

Quick Share

Create and share reports in minutes.

A Toolset Like No Other.

Live data that you can work with.

Dashboard

Cloud-based dashboards provide quick access to reports no matter where you are.

Reports

Creating reports has never been easier or more enjoyable. Yes, we said it, enjoyable. No other interface is simpler. 

Metrics

We have created a library of templates that take your financial data and turn it into a visual representation. What? Yes, you can also make your own.

Live Text

Live Text

Ok, this one is fun. Take any data element from your financial software and turn it into live text. Turn your reports into living breathing documents. You’ve got to schedule a demo to really comprehend this feature. 

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Summit CPA Group

“Reach is improving our client relations while saving us time producing monthly reports.”

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Yes, there’s more…

We are continually improving our Reach

Statements

Auto-populate prebuilt statements with data from Xero then easily customize that data. Hide rows, add conditional formatting and so much more. Things that you thought impossible are completely possible.

Sheets

Pull live data from your financial data then create custom formulas to create a powerful spreadsheet that will be always updated. Build it once. Use it anywhere in Reach. You are welcome.

Budgets

Create budgets right in Reach Reporting then quickly add it to your reports with a click of the mouse.

Google Spreadsheets

Pull data from Google Spreedsheets and blend it with Xero data into a single chart to display in your reports.

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Powerful Templates

Reports built on visual psychology strategy

What do you want to see? Use the pre-built dashboards and reports or build something truly custom. Want to show the relationship between the cash on hand and the expenses? What about marketing spend relative to the PPC revenue? Your ability to get granular data can spell the difference for clients and the managers that guide business.

Live, actionable, and beautiful data streams. Turn all your work into a template that will save you time. 

Template Library

Our 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 templates. 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

Manage your entire templated elements and share them with all the company connections you manage. Reach isn’t just a report builder, it’s a financial storytelling system.

Build, Save and Manage

Build as many custom report, spreadsheet, or metric templates as you want. Quickly re-use them to jump-start new reports. Create custom spreadsheets with advanced formulas.

Product Comparison 

There are some great companies

There are some amazing products out there. We know, we’ve looked. That is why you will find our reach extends any other product out there. Don’t take it from us, see it for yourself.

Product Pricing

Yes, our product is more expensive

In comparison to other products, Reach Reporting seems more expensive. However, understand that we are not comparing apples to apples. Instead, we are comparing apples to the apple tree.

We offer the entire solution—the whole kit and caboodle. Rather than basic, standard, or premium packages, every package is premium. With substantial volume discounts for the companies you connect.

Product Comparison 

There are some great companies

There are some amazing products out there. We know, we’ve looked. That is why you will find our reach extends any other product out there. Don’t take it from us, see it for yourself.

Product Pricing

Yes our product is more expensive

In comparison to other products, Reach Reporting seems more expensive. However, understand that we are not comparing apples to apples. Instead, we are comparing apples to the apple tree.

We offer the entire solution—the whole kit and caboodle. Rather than basic, standard, or premium packages, every package is premium. With substantial volume discounts for the companies you connect.

SCROLL TO LEARN MORE

REACH REPORTING REVIEWS

“As an accountant who owns their own business, performs consulting work, have worked for Fortune 500 companies, I will tell you that 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 for my ENTIRE career.”


Holly

CEO of Harper Lawrence Financial

“Reach Reporting, with its plug-and-play reports, is so incredibly easy to create your own custom calculation or graph.”

Bryan
CEO of TheCFO2Go

“Reach Reporting helps us see trends on monthly financial reports which give context to monthly values and makes them actionable.”

Craig
CEO of Sleep Care

“Reach Reporting exceeded all expectations! KPIs and graphs add a WOW factor that allowed our clients to grasp and interpret trends without digging into the numbers.”

Cynthia
Advanced Certified QuickBooks Pro Advisor, CMA, CPA

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