Features

Reach Reporting empowers CPA’s, Advisers, and financial professionals to give the best reports to clients. Experience the future of report creation and uncanny ease of use. Reach Reporting allows you to add financial or non-financial data from other sources so you can see the KPI’s that are most important.

Easily Build

Drag and arrange your report to look exactly how you want. 

Classes

View class or department data, to filter reports or dashboards.

Templates

Professionally designed templates included for your access.

Consolidation

Coming Soon. Create consolidated reports and dashboards.

Live Text

Creat text blocks that contain live metrics which stay updated.

Library Tools

Create a report that can be used for all of your clients.

Client Focused

Build relationships based off of sound, well-delivered advice. Provide cutting edge solutions to enable instant decision making based on the highest quality data.

Multiple Users

Collaborate and work on building the metrics that matter the most. Add advisers or managers to create or receive solutions.

Publish and Share

Clients can access dashboards or view live published data from anywhere.

Templates.

One template that works for all your clients.

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.

Save time.

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! 

Templates, Templates,Templates

One template that works for all your clients.

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.

Save time.

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! 

KPI / Metric Builder

Unlimited possibilities for Key Performance Indicators

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.

Live Text.

Save hours of effort and enhance experience.

This doesn’t just save you time, it allows the report to stay live, saving future time as well. But, let’s take it a step further, use pre-built reports with live text for multiple clients. In fact, use pre-built Reach templates on your clients. This way you can create the report your clients love and provide them every month with the push of a button rather than having to re-build every report every month for every recipient.

Live text. GAME CHANGER. It pulls data real-time to the text within a report, so you are not needing to fumble through data tables to source metrics every time the report is due. 

I know. We cried tears of joy too.

Live Text

Save hours of effort and enhance experience.

This doesn’t just save you time, it allows the report to stay live, saving future time as well. But, let’s take it a step further, use pre-built reports with live text for multiple clients. In fact, use pre-built Reach templates on your clients. This way you can create the report your clients love and provide them every month with the push of a button rather than having to re-build every report every month for every recipient.

Live text. GAME CHANGER. It pulls data real-time to the text within a report, so you are not needing to fumble through data tables to source metrics every time the report is due. 

I know. We cried tears of joy too.

Publish.

Create a secure URL for easy display anywhere.

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.

Data visualization for business finances.

Instantly.

World-class Productivity

Designed for accountants and advisers.

Fast and Easy

Save hour of time and deliver high-quality reports.

Build Your Firm

Brand reports with your name and logo to make your firm stand out.

Get Started Today

Have a more productive workday, starting now!