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.
Always have live data to create the right story with up-to-date data.
Data is pulled in and visual elements are produced
Now you can see your financial story.
Create and share reports in minutes.
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.
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.
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.
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.
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.”
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.”
CEO of TheCFO2Go
“Reach Reporting helps us see trends on monthly financial reports which give context to monthly values and makes them actionable.”
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.”
Advanced Certified QuickBooks Pro Advisor, CMA, CPA