Built to comply with industry standards
Developed for you
Create a report, dashboard, KPI, or spreadsheet then save it to your library. With the auto-update functionality, the reports will always show the information you intend. With the live text, the text data will show the current numbers.
Manage Multiple Companies
Choose your saved reports from the library, and instantly the new report with be created using the new companies’ data. Use templates that are already designed and created from the Reach library to start you off running.
Access your library at any time and update your reports the way you like. In a moment, the data is pulled from the cloud, the reports and dashboards are updated, and the report can be downloaded.
A process that typically takes an hour or more will take less than 5 minutes!
Build your own or select from a library.
Unlimited possibilities for Key Performance Indicators
The best-in-class statement, table, and KPI builder. Tables that impress and distill. Statements that will make you blush. KPIs that provide charts, graphs, account data, spreadsheet data, and tables all in one. We mean business. The power of the most advanced KPI’s on earth in a simple experience.
Pulls data and updates text automatically.
Save Hours of Time
Stop fumbling through data tables to source metrics every time the report is due. Reach Pulls it automatically into your reports.
Use pre-built reports with live text for multiple clients. Then every month push a button rather than having to re-build every report every month for every recipient.
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.
Reports that they will appreciate.
Provide Advisory Services
Clients stay with firms and advisers who they know put in the extra effort to ensure their success. Reach 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.